ClientPoint is the #138 ranked document generation app on Salesforce, as a paid app, as of Sep 3, 2026.
ClientPoint is a Salesforce AppExchange app by ClientPoint.
AppRanks data: ClientPoint ranks #138 in Document Generation on Salesforce AppExchange, placing it in the top 94% of that category.
AppRanks verdict
Generated from live marketplace data — refreshed daily
ClientPoint is a newly-listed Salesforce app with a limited review volume. It is listed in the Document Generation category on Salesforce AppExchange, which AppRanks treats as the canonical taxonomy node for ranking and competitor comparison. no published reviews yet means feature claims are unverified by the wider merchant base. Without a published review base, the only fit-signal available is the developer's own documentation plus the marketplace's listing-quality audit (linked below). Paid-only pricing means evaluating fit on the marketplace listing or via the developer's documentation before installing. AppRanks tracks rating, review count, pricing tier, and category position daily — the figures on this page reflect the most recent scrape from the canonical Salesforce AppExchange listing.
Pros
- No standout positives based on current data signals.
Cons
- −No public reviews yet — fit and reliability are unverified
- −Paid-only pricing (paid) — evaluation requires committing payment details
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About ClientPoint
How ClientPoint works
CREATE POWERFUL PROPOSALS & PRODUCT QUOTES ONLINE IN MINUTES. ClientPoint is the #1 cloud-based proposal generation software in the Industry for sales, management and marketing. Quickly create, send, track, and manage highly customized eBrochures, proposals, quotes, contracts and more to help shorten the sales cycle and customer close rates with tracking analytics. Differentiate your company with proposal generation software that can include all your office files, product and capability videos, templates, merge docs, pricing tools, web pages and more. Salesforce integration for a seamless workflow and eSignature integration for faster client approval.
Easily transfer your CRM data into your proposals and automatically log all proposal activity back to the CRM. The proposal documents can then be customized with CRM data. Know when your proposals have been sent, viewed, and signed from within your CRM.
Key features
- AI-Enabled Digital Sales Rooms Deliver one secure, interactive portal for each customer relationship with proposals, meetings, documents, and payment in one place Personalize rooms with videos, testimonials, product content, and AI-supported chat
- Automated Proposal and Document Generation Generate pixel-perfect proposals, quotes, and contracts using Salesforce data, product libraries, and pricing rules Eliminate manual errors and reduce approval delays with customizable workflows
- - Track your sales reps pipeline, status, activity and trend reports. - eSignature integration for faster client approval - Responsive viewer for online proposal viewing on all modern devices
Standardized capabilities
Normalized capabilities detected for this app, comparable across the marketplace.
- Automated Meeting SchedulingAutomatically schedule meetings based on participant availability.
- Checkout TrackingMonitor the checkout process to identify drop-off points.
- Content ManagementCreate, edit, and manage digital content across platforms.
- CRM Data IntegrationIntegrate CRM data seamlessly to enhance customer relationship management.
- Document TrackingMonitor the status and progress of sent documents in real-time.
- eSignature CapabilitiesUtilize various e-signature workflows and requests for efficient signing.
- Proposal CreationGenerate professional proposals quickly to win more business.
- Template ManagementCreate and manage templates for consistent branding and messaging.
Category rankings
As of Sep 4, 2026- Document Generation#138of 147Top 94%
- Sales Productivity#173of 195Top 89%
- Quotes And Orders#178of 212Top 84%
- Productivity#1308of 1,629Top 81%
- Sales#1459of 1,713Top 86%
See 90-day rank history for each category
Track daily rank changes, category shifts, and position volatility.
Keyword rankings
ClientPoint ranks for 6 keywords across Salesforce AppExchange. Here are the top 3:
- Rank #116
- Rank #120
- Rank #5
Competitors & alternatives
ClientPoint doesn't have curated competitor matchups yet. Other tracked document generation apps on Salesforce:
Frequently asked questions
What is ClientPoint?
ClientPoint is an app for Salesforce. It is published on Salesforce AppExchange and tracked by AppRanks, and it has been listed on the marketplace since 2016. It is listed under the Document Generation category on AppRanks, where you can see its current category position, review-velocity trend, and how it compares against the top alternatives in the same space. Developed by ClientPoint.
Is ClientPoint free?
ClientPoint does not offer a permanent free plan on Salesforce. Pricing starts at 50, and the listed tiers are Default Plan. Trial availability and exact billing terms are mirrored from the live Salesforce listing and may change between refresh cycles, so always confirm the headline price on the source marketplace before installing.
Who uses ClientPoint?
ClientPoint is actively installed across Salesforce stores tracked by AppRanks. Its review base is still building, which usually maps to early-stage merchants and stores piloting a new workflow. It is part of the Document Generation category on Salesforce.
Where does ClientPoint rank on Salesforce?
ClientPoint currently sits at position #138 in the Document Generation category on Salesforce. That places it in the top 94% of 147 apps tracked in the same category. Category positions are read from the live marketplace ranking and refresh on each scrape, so the number you see here reflects the most recent crawl rather than a long-running average.
What does ClientPoint integrate with?
ClientPoint lists 4 integrations on its Salesforce marketplace page. The most prominent are Sales Cloud, Financial Services Cloud, Manufacturing Cloud, Sales Cloud. Integration data is mirrored from the live Salesforce listing on each refresh, so the set above tracks whatever the developer has currently published — it does not reflect deeper compatibility AppRanks has not been able to verify from public data.
What languages does ClientPoint support?
ClientPoint declares support for 7 languages on its Salesforce marketplace listing: en, fr, de, da, it, ja, with 1 additional locale documented on the marketplace listing. Language coverage is the locale set the developer has explicitly translated the app interface into — a broader set typically maps to a developer with international merchant traction.