Create, Send and Track
Learn more about creating, sending and tracking proposals in ClientPoint.
Create
- How to Enable New Content Indicators and Notifications for ClientPoint Recipients
- How to Use Merge Tags in ClientPoint Design
- How to Use the AI Write Feature in ClientPoint Design
- How to Use ClientPoint Design: Step-by-Step Tutorial for New Users
- What Do the Action Icons in the ClientPoint Files Area Mean and How Do You Use Them?
- How to Rename and Add Custom Field Names in Product Sheets
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 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
- How to Edit Proposal Status in ClientPoint