Easy, Lighting-Fast Enterprise Document Generation and Automation with More!
Create, customize, and send consistent, engaging content for any industry in a few minutes with ClientPoint Enterprise Document and Proposal/Contract Automation Software
doc-gen-createClientPoint offers customized, robust document generation, storage, and creation tools to make your content (e.g. sales decks, marketing, business, educational, client success/HR onboarding materials, proposals, RFP’s) come to life. Our customers see up to 95% reduction in document creation time and 30% higher close rates for their proposals.
Our document generation tools make life much easier when building out amazing ClientPoint Experiences for your clients and team. Documents and other media will be stored in an easily accessible library/CMS with drag-and-drop / point-and-click functionality. We also offer customization, branding, and CRM integration.
See it in Action!
Book a free demo and ask any questions. Fill out the form, click the button and select a calendar date!
business-relationship
customize-icon
A Powerful Document Generation engine combined with Templates, merge fields and built in editing tools let you quickly and accurately create customized documents, brochures, proposals, contracts, sales and marketing content.

Dynamic, multimedia pages can be shared with one link and updated on the fly for your customers and team members.
doc-gen-error-free
Email@2x
Accurate/Error-free Document Generation and Automation:
No more sending wrong revisions or forgetting to include important information in your documents and contracts, we provide version control and an audit trail.
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.
intuitive-online-viewer
CLI_viewer
All your content is shared in one intuitive online viewer that is branded and themed to match your company's look and feel. Automate tedious tasks and build efficient document workflows. We also provide electronic signature (ClientPoint Sign), payment integration (Stripe), email service, messaging and video conferencing (ClientPoint Meet), all on an integrated platform so you can share and discuss with prospects, clients and team members and close deals faster. You can also integrate your own tools. 
CLI_Library
library-icon

Digital Asset Management:
Create or access your master content library filled with documents, brochures, videos & more. Building a new demo, deck, or proposal is as easy as picking the right elements or template from a list. With the media stored in your ClientPoint library, you can quickly add them to your ClientPoint Experiences with a simple, "double-click."

doc-gen-crms
CLI_manage

CRM, ERP and SaaS Tool Integration: 
We make it easy to integrate your existing workflows, like customer relationship management, with critical features, like single sign-on, with no double entry of data. We also integrate other tools to meet the unique needs of all departments, including IT, operations, manufacturing, finance, legal, marketing, sales, and business development.

EXPLORE YOUR OPTIONS
doc-gen-tracking
icon-pie_chart

Advanced Tracking: 
Manage all shared sales, marketing & customer content from one interface. See in real-time whether materials have been sent, viewed, downloaded, or signed. A live dashboard and automated notifications empower sales and support people to keep a constant eye on every deal and every relationship.

Powerful analytics show you who viewed your content, how long they spent on each piece of content and if they shared or downloaded it. Use this data to have laser focused follow ups with both prospects & clients.

image-8
CLI_permissionsv
Administrators can easily set User Permissions to give them access and editing ability based upon your preferences.
doc-gen-secure-1
Secure document storage, sharing and creation - because it’s important! 
ClientPoint is SOC 2 Type 2 & GDPR Compliant and trusted by enterprise corporations on six continents and in a dozen languages.
doc-gen-in-app-tools
rocket-icon

Advanced Content Management and Workflow Integration: If you want to take your process to the the next level, ClientPoint also caters to special in-app tools that are made just for you! Our Client Success Coordinators and Software Developers will work with you and your team 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 content and proposals to your prospects and clients even quicker!

medal-icon@2x
To top it off, our customer support and dedication of our development team are second to none. 
From the support team to management, everyone on the team is passionate about the product and ensuring that each customer is happy with the tool.
D'ANNA H., MARKETING PROJECT MANAGER, 201-500 EMPLOYEES
“To see at a glance our activity levels by location and exactly how we are doing is extremely valuable and insightful. I also like how we can see all the way down to how much time each of our clients are spending looking at our proposals, down to the page by page level. We can monitor the activity of each of our salespeople to see how each person is performing and if there are any problems we need to address.”
 
Bill Barthelemy, COO, Securitas North America
“Our sales team is happier and more motivated now because they have 65% more time to spend selling and interacting with prospects and clients."
Marsden Building Maintenance
See it in Action!
Fill in your Work Details, click the button, and pick a calendar date to schedule a quick demo. Ask our experts any questions and see how it works.

ClientPoint Trusted by Leading
brands for 15 years

“I like that we are able to create our own merge documents which allow our reps to fill in missing information to customize each proposal.”

“I like the ability to customize the product to our exact needs, the ease of use, the fantastic support, the value and most importantly, the customer engagement and experience.”