SalesReady | Quote-to-Cash with Document Generation & eSignature
Creates quotes, produces documents, and collects electronic signatures across Salesforce records.
SalesReady LLCFreemium
ClientPoint
by ClientPointSalesforcePaid
Create and track sales proposals, quotes, and contracts in Salesforce Platform.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
What it does
ClientPoint creates customized proposals, quotes, contracts, and eBrochures using CRM information, templates, product content, and pricing rules. It transfers CRM data into documents and records proposal activity in the CRM, including sent, viewed, and signed status. The vendor also describes customer-specific digital rooms containing proposals, meetings, documents, and payment, with interactive content and AI-supported chat.
Key capabilities
from the Salesforce AppExchange listingProposal creation
Creates customized proposals and eBrochures from CRM information, templates, and other content.
Quote and contract creation
Generates quotes and contracts using Salesforce information, product libraries, and pricing rules.
CRM activity logging
Records proposal activity in the CRM, including whether a proposal was sent, viewed, or signed.
Customer digital rooms
Provides a customer-specific portal for proposals, meetings, documents, and payment, with interactive content and AI-supported chat.
Sales activity reports
Tracks sales pipeline, status, activity, and trends.
eSignature integration
Integrates eSignature functionality for client approval.
Who it's for
The vendor names sales, management, and marketing teams.
How it compares
SalesReady | Quote-to-Cash with Document Generation & eSignature describes a Quote Builder for Quotes, Opportunities, Orders, Work Orders, and Service Contracts; ClientPoint describes proposal tracking and customer digital rooms. trumpet describes collaborative digital sales rooms with marketing content, recordings, mutual action plans, proposals, and forms or surveys. Cloudy DocGen & Signer describes Salesforce-native PDF generation and electronic signatures, while ClientPoint also describes CRM activity tracking and interactive customer rooms.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Paid | Cloud | |
| SalesReady | Quote-to-Cash with Document Generation & eSignature | Freemium | Cloud | |
| Service Contracts | Freemium | Cloud | |
| trumpet | Freemium | Cloud | |
| Cloudy DocGen & Signer | PDF & Document Generation | eSign, Proposal & Signature | Freemium | Cloud |
In the catalog
1,106 plugins in Salesforce Platform · Sales
Price distribution: 265 free, 166 freemium, 675 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid
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What the vendor says
«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 …»