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  1. ClientPoint
  2. Create, Send and Track

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
See all 45 articles

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
See all 13 articles

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
See all 14 articles

Dashboard

  • Can ClientPoint Support Multiple Languages?
  • How to Use the Recent Dashboard in ClientPoint
  • How to Use the Trends Dashboard in ClientPoint
  • How to Use the Status Dashboard in ClientPoint
  • How to Optimize Your Pipeline Dashboard in ClientPoint
  • How to Navigate the Activity Board Dashboard in ClientPoint
ClientPoint