Create, Send and Track
Learn more about creating, sending and tracking proposals in ClientPoint.
Create
- How to Rename and Add Custom Field Names in Product Sheets
- How to Use Direct Links for Folders
- How to enable approvals in ClientPoint.
- How to Power Up Your HVAC Business with ClientPoint's Good Better Best Pricing Comparison Tool
- How to Unleash Your Sales Potential with ClientPoint's Cutting-Edge Specification Tool!
- How to Use ClientPoint's Standing Guard Cost Analysis Tool
Send and Track Analytics
- How to Use CustomerOS Chat With in ClientPoint Enterprise
- How to Setup Open Directly in my Email
- How to Share ClientPoint Email/Link to Recipient
- How to Set Up ClientPoint Expiration Date
- How to Use Direct Links in ClientPoint
- How to Use ClientPoint Enterprise QR Codes
Management Center
- How to Share ClientPoint Video Recordings
- What is ClientPoint Archive, Versioning, Local Edit and Document Comparison
- How to use ClientPoint Redlining & Revision Process
- How to Manage Screen: Engagement Index and Active Session
- How to Countersign a Signed ClientPoint
- How to Disable or Enable a ClientPoint Link or Manage an Expiration Date