--- description: ClientPoint : avantages et inconvénients. Lisez les avis clients, consultez les prix et découvrez les fonctionnalités. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: ClientPoint - Avis, notes, prix et abonnements - Capterra Canada 2026 --- Breadcrumb: [Accueil](/) > [Plateformes collaboratives](/directory/15/collaboration/software) > [ClientPoint](/software/120209/clientpoint) # ClientPoint Canonical: https://fr.capterra.ca/software/120209/clientpoint Page : 1/8\ Suivant: [Page suivante](https://fr.capterra.ca/software/120209/clientpoint?page=2) > ClientPoint, anciennement Paperless Proposal. Obtenez des taux de conclusion plus élevés et des cycles de vente plus courts tout en créant des propositions de manière ultrarapide. > > Conclusion : 167 utilisateurs lui ont donné la note de **4.6/5**. Figure au meilleur classement pour **Probabilité de recommander le produit**. ----- ## Présentation ### Qui utilise ClientPoint? Toutes les équipes de vente et les marchés verticaux qui ont besoin d'une solution de génération de propositions et d'aide à la vente performante, cohérente et rapide. ## Statistiques et notes | Métrique | Notation | En détail | | **Note globale** | **4.6/5** | 167 Avis | | Simplicité | 4.5/5 | D'après l'ensemble des avis | | Support client | 4.6/5 | D'après l'ensemble des avis | | Rapport qualité-prix | 4.3/5 | D'après l'ensemble des avis | | Fonctionnalités | 4.4/5 | D'après l'ensemble des avis | | Pourcentage de recommandation | 90% | (9/10 Probabilité de recommander le produit) | ## À propos du vendeur - **Entreprise**: ClientPoint - **Entreprise fondée en**: 2007 ## Contexte commercial - **À partir de**: 83,00 $ US - **Type de licence**: (Version gratuite disponible) - **Public cible**: 2–10, 11–50, 51–200, 201–500, 501–1 000, 1 001–5 000, 5 001–10 000, 10 000+ - **Déploiement et plateformes**: Cloud, SaaS, web - **Langues**: anglais - **Pays disponibles**: États-Unis ## Fonctionnalités - Accès mobile - Analyse visuelle - Automatisation des processus d'affaires - Bibliothèque de contenu - Catégorisation des ressources - Collaboration en équipe - Contrôle du processus d'approbation - Contrôles/Permissions d'accès - Devis - Fonction de glisser-déposer - Formats multiples d'édition - Gestion de contenu - Gestion de l'expérience client - Gestion de la communication - Gestion de versions - Gestion des appels d'offres - Gestion des calendriers - Gestion des clients - Gestion des courriels - Gestion des documents - Gestion des modèles - Gestion des métadonnées - Gestion des performances - Gestion financière - Génération d'offres - Intégration des employés - Marquage - Messagerie instantanée - Mesure des performances - Modèles - Modèles personnalisables - Modèles prédéfinis - Notes et commentaires - Outils de collaboration - Partage des fichiers - Piste d'audit - Portail client - Rappels - Rapports et statistiques - Recherche/Filtre - Saisie de signature mobile - Signature de plusieurs parties - Stratégie de marque personnalisable - Suivi de l'engagement - Suivi des interactions - Suivi des statuts - Sécurité des données - Tableau de bord d'activités - Third-Party Integrations - Traitement des lots ... et 22 fonctionnalités supplémentaires ## Intégrations (13 au total) - Caterease - Docusign - HubSpot CRM - HubSpot Marketing Hub - MYOB Business - Microsoft 365 - NetSuite - Pipedrive - RightSignature - Salesforce Platform - Sertifi - Zendesk Sell - Zoho CRM ## Ressources d'aide - Service client/courriel - FAQ/forums - Base de connaissances - Support téléphonique - Chat/Clavardage ## Category - [Plateformes collaboratives](https://fr.capterra.ca/directory/15/collaboration/software) ## Catégories connexes - [Plateformes collaboratives](https://fr.capterra.ca/directory/15/collaboration/software) - [Logiciels pour la gestion des appels d'offres](https://fr.capterra.ca/directory/10032/proposal-management/software) - [Logiciels de création de documents](https://fr.capterra.ca/directory/31576/document-generation/software) - [Outils de content marketing](https://fr.capterra.ca/directory/30796/content-marketing/software) - [Outils aide à la vente](https://fr.capterra.ca/directory/30798/sales-enablement/software) ## Logiciels similaires 1. [Docusign](https://fr.capterra.ca/software/121506/Docusign) — 4.7/5 (9446 reviews) 2. [HoneyBook](https://fr.capterra.ca/software/162588/honeybook) — 4.7/5 (686 reviews) 3. [PandaDoc](https://fr.capterra.ca/software/131735/pandadoc) — 4.5/5 (1256 reviews) 4. [Prospero](https://fr.capterra.ca/software/184953/prospero) — 4.8/5 (136 reviews) 5. [Proposify](https://fr.capterra.ca/software/133332/proposify) — 4.4/5 (299 reviews) ## Avis ### "Predatory terms and conditions with no flexibility - customer care is a joke" — 1.0/5 > **Craig** | *29 mai 2026* | Eau/gaz/électricité | Taux de recommandation : 0.0/10 > > **Avantages**: The software and support itself is good. They worked with us on development and were responsive when asked. > > **Inconvénients**: Their business tactics are not aligned with customer service and generating a positive review. When the fit was no longer there due to our in-house initiatives, they refused to waver on their renewal notice which was 60 days and we were outside of, and billed for the annual renewal with no attempt to meet in the middle. I find these tactics predatory in the extreme, and it has completely changed my perception of their organization. If you want to use them, bite the bullet on the monthly fees so you don't have someone telling you send them the money and they don't care about anything else. > > Soured beyond belief. When I have to pay for an additional year of something that's become redundant because they cling to their contract terms (I hadn't hit my renewal yet, I was somewhere between 30 days and 60 days before my contract expiry) to soak me for thousands of dollars - would not recommend to anyone based on the lack of customer care alone. ----- ### "ClientPoint \> PandaDoc" — 5.0/5 > **Jay** | *20 novembre 2019* | Marketing et publicité | Taux de recommandation : 8.0/10 > > **Avantages**: The developer team had pre-made templates Which I could choose from. Can you also get lifetime analytics that allow you to see when and where someone opened your Proposal, how long they spent on each page, and you get text notifications when they do so that you can reach out in live-time Once I did they built out my proposal for me based on what I was already using in PDF form. They walked me through a couple steps on how to do everything and they've been very hands-on. > > **Inconvénients**: While you can sign documents, they don't have an integration with docusign, you have to use one of the other native software. There also is no way to accept payments directly from within a proposal you have to balance the client out somewhere else > > Outside of those few cons, it's been great and very easy for us to comment back and forth with prospects and send professional ----- ### "Powerful Platform for Sales\!" — 5.0/5 > **Robert** | *5 décembre 2024* | Formation et accompagnement professionnel | Taux de recommandation : 10.0/10 > > **Avantages**: The team at ClientPoint has always understood our business needs, which has been helpful during various transitions. Their support team is excellent. > > **Inconvénients**: The only qualm is that some of the templates have to be updated by their support team, so we have to submit tickets. But in most cases, the change is made quickly. > > We have been a client for several years. They are much more than an esignature platform and we have only used a fraction of the platform's capabilities. Highly recommended\! ----- ### "Great tool and room for improvement\!" — 4.0/5 > **Sarah** | *12 décembre 2024* | Eau/gaz/électricité | Taux de recommandation : 8.0/10 > > **Avantages**: Ease of building a proposal with lots of moving parts and complex structures > > **Inconvénients**: Would be nice to edit within like Proposify. Also the site often "spins" and freezes. ----- ### "Thank you, ClientPoint Team\!" — 4.0/5 > **Robin** | *5 décembre 2024* | Construction | Taux de recommandation : 8.0/10 > > **Avantages**: The people are great. Everyone has been wonderful to work with. The turnaround time on feature request through the sales process was amazing. > > **Inconvénients**: Overall, I think the UI needs a refresh and performance improvements. > > It's been great. I'm optimistic that as our team starts to use ClientPoint more and more, it will become a key differentiator in our ability to become more efficient with our customers and subcontractors. ----- Page : 1/8\ Suivant: [Page suivante](https://fr.capterra.ca/software/120209/clientpoint?page=2) ## Liens - [Afficher sur Capterra](https://fr.capterra.ca/software/120209/clientpoint) ## Cette page est disponible dans les langues suivantes. | Langue | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | nl | | | nl-BE | | | pt | | | pt-PT | | ----- ## Données structurées