Create, Send and Track
Learn more about creating, sending and tracking proposals in ClientPoint.
Create
- How to enable approvals in ClientPoint.
- Power Up Your HVAC Business with ClientPoint's Good Better Best Pricing Comparison Tool
- Unleash Your Sales Potential with ClientPoint's Cutting-Edge Specification Tool!
- ClientPoint's Standing Guard Cost Analysis Tool
- Onboarding an Employee Using ClientPoint
- Adding Files to My Library in the Files Section
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
- ClientPoint Expiration Date
- Using Direct Links in ClientPoint
- ClientPoint Enterprise QR Codes
Management Center
- How to Share ClientPoint Video Recordings
- ClientPoint Archive, Versioning, Local Edit and Document Comparison
- ClientPoint Redlining & Revision Process
- 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