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Humanize your digital selling experience: ClientPoint Proposal & Document Automation

September 4, 2020
10 Minute Read

Whether you're sending your prospects marketing material, your new clients a contract to sign, or your team of employees important HR documents, do it easily and seamlessly with proposal and document automation with ClientPoint.

ClientPoint is best known for taking the proposal process from chaos to clarity through a dynamic digital selling experience, but did you know that ClientPoint also has many other powerful use cases? 

From video conferencing to e-signature, ClientPoint will enable you and your team to win consistently, in a world where selling in a digital environment is an absolute must.

 

Let’s dive into just one of the ways ClientPoint humanizes your digital selling environment and wins you and your team more deals with a robust proposal and document automation software.

CLIENTPOINT PROPOSAL & DOCUMENT AUTOMATION

 

ClientPoint has robust document generation, storage, and creation tools to make your sales decks, proposals, RFP’s and other content come to life. The document generation and creation tools make your life much easier when building out ClientPoint Experiences for your clients and teams, especially because all of your documents and other media will be stored in an easily accessible library. 

 

DOCUMENT GENERATION

Instead of sending the wrong revision of a document or forgetting to include important information in your contracts, you can send your ClientPoint Experiences with confidence using document generation. You can work with your assigned coordinator or follow our easy step-by-step instructions, to build out editable and error-free documents within ClientPoint.

If you'd like to learn more about how ClientPoint can help you with your proposal automation needs, click here to book a demo with one of our experts.

 

STORAGE

ClientPoint's library eases your stress and clears your messy desktop from unorganized folders and documents. Instead of getting confused and possibly losing important documents, you can upload and store everything in organized folders in your ClientPoint. You can save everything from videos to contracts, from powerpoint presentations to websites. With the media stored in your ClientPoint library, you can quickly add them to your ClientPoint experiences with a simple, "double-click." 

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If you'd like to learn more about how ClientPoint can help you with your proposal automation needs, click here to book a demo with one of our experts.

 

CREATION TOOLS

If you want to take your process to the the next level, you can work with your assigned coordinator to build out special in-app tools that are made just for you! ClientPoint coordinators and developers will work with you and your teams to understand exactly how your processes work and how they can integrate it into ClientPoint. With your unique tools, you'll be able to get proposals and other marketing content to your prospects and clients even quicker!

If you'd like to learn more about how ClientPoint can help you with your proposal automation needs, click here to book a demo with one of our experts.

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