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Head-to-head · Proposal Management Software

Fresh Proposals vs ClientPoint

  • Updated Oct 2026
  • Both researched from official sources
  • 5 checks side by side
Higher score Fresh Proposals #5 in Proposal Management Software 8.6/10 14-day trial Free trial✓ 3 of 6 features See Fresh Proposals
ClientPoint #7 in Proposal Management Software 8.3/10 Free plan Free plan✓ 3 of 6 features Visit ClientPoint

Fresh Proposals leads on 1 check, ClientPoint on 1, and 3 are even. Who comes out ahead on the 5 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreFresh Proposals · 8.6/10
  • Lowest starting priceFresh Proposals · $20/mo
  • Free planonly ClientPoint
  • Free trialonly Fresh Proposals

Fresh Proposals scores higher on our rubric for proposal management software: 8.6 against 8.3 out of 10; our editors rank them #5 and #7.

ClientPoint offers free plan; Fresh Proposals doesn't. Fresh Proposals is cheaper to start at $20/user/mo against $42/user/mo.

Fresh Proposals is the better fit for feature-rich proposals with payments and analytics. ClientPoint is the better fit for sales rooms and proposals with a free plan.

  • Fresh Proposals fits best

    Feature-rich proposals with payments and analytics

  • ClientPoint fits best

    Sales rooms and proposals with a free plan

Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.

Side by side

Feature Fresh Proposals 8.6/10 Visit ↗ ClientPoint 8.3/10 Visit ↗
At a glance
Editor score 8.6 8.3
Ranking #5 in Proposal Management Software #7 in Proposal Management Software
Best for Feature-rich proposals with payments and analytics Sales rooms and proposals with a free plan
Pricing model Paid Free plan + paid
Starting price $20/mo (best) $42/mo
Free plan — ✓ (best)
Free trial 14 days —
Deployment Cloud Cloud
Platforms Web Web
Support Tickets, Docs Email, Phone, Tickets, Docs
Compliance SOC 2 GDPR, SOC 2, SSO/SAML
Integrations 14+ integrations 10 integrations
Built for Solo, Small business, Mid-market Small business, Mid-market, Enterprise
Features Fresh Proposals 3/6 · ClientPoint 3/6
E-signatures ✓ ✓
Proposal templates Not checked yet Not checked yet
Approval workflows Not checked yet Not checked yet
Recipient analytics Not checked yet Not checked yet
Payment collection ✓ ✓
CRM integrations ✓ ✓
Our review
Pros
  • Interactive pricing supports fees, discounts, taxes and recurring charges
  • Electronic signatures include certificates, audit trails and multiple signers
  • Tracks client engagement, sales funnels, proposal cycles and payments
  • Free plan includes sharing, signatures, messaging, and meeting scheduling
  • Combines proposals, sales rooms, analytics, payments, and CRM integrations
  • Real-time engagement alerts and RelationshipAI provide deal insights
Cons
  • No free plan is available
  • Starter limits teams to 10 active proposals
  • Available on the web rather than as a desktop or mobile app
  • The listed paid tier starts at $42 per month
  • The platform is available through the web
  • The Small Business plan does not specify included team seats
Our verdict

Fresh Proposals is web-based software for businesses and professional-services teams that create proposals, quotes, contracts and engagement letters. Its editor supports text, images, video, shapes, pricing tables and forms, while…

Read the review →

ClientPoint is a cloud-based proposal automation and digital sales room platform for sales, marketing, customer success, and other business teams. It supports branded relationship workspaces for proposals, quotes, contracts, documents,…

Read the review →
  1. Fresh ProposalsProposal Management Software 8.614-day trial
  2. ClientPointProposal Management Software 8.3Free plan

Strengths and trade-offs

  • Fresh Proposals — where it wins

    • Interactive pricing supports fees, discounts, taxes and recurring charges
    • Electronic signatures include certificates, audit trails and multiple signers
    • Tracks client engagement, sales funnels, proposal cycles and payments

    Where it doesn't

    • No free plan is available
    • Starter limits teams to 10 active proposals
    • Available on the web rather than as a desktop or mobile app

  • ClientPoint — where it wins

    • Free plan includes sharing, signatures, messaging, and meeting scheduling
    • Combines proposals, sales rooms, analytics, payments, and CRM integrations
    • Real-time engagement alerts and RelationshipAI provide deal insights

    Where it doesn't

    • The listed paid tier starts at $42 per month
    • The platform is available through the web
    • The Small Business plan does not specify included team seats

More comparisons

All proposal management software comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Last updated · How we research and update