Docparser vs ClientPoint

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Docparser

Category: Task Management Tool

Industries: Education, Marketing, Social Media

Pricing

Starter

$32.50

100 Credits Per Month

Professional

$61.50

250 credits Per Month

Business

$133.00

1000 credits Per Month

ClientPoint

Category: Task Management Tool

Industries: Marketing, Business, Education

Pricing

Author User

$95 per user monthly

Standard User

$65 per user monthly

Associate User

$35 per user monthly

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Most popular feedback for Docparser

Docparser has solved a major problem of getting data out of pdf documents, this has saved us so much money and time, plus the added benefit of accuracy. We no longer have to have somebody manually importing invoices. I have dealt with their support team and found them to be very helpful and quick to respond.

Peter K.

About Docparser

Docparser is the most advanced cloud based document parsing and automation tool in the market today. Extract data from your documents - extract data from your recurring documents such as PDFs, Word docs and scanned image files. Send your data anywhere - direct download to Excel, CSV, JSON and XML, use native integrations such as Google Sheets and Salesforce, or make use of 3rd party favourites such as Zapier, Integromat or MS Power Automate to connect to 100's of endpoint options.

Most popular feedback for ClientPoint

I really like how we can easily group and customize each piece of content to match the customer regardless of media type. It is simple to use and it extends our HubSpot CRM through integration. It provides the tracking we needed to ensure the customer was accessing the information. The ability to password protect and track sharing is a huge benefit as well.

Bill C.

About ClientPoint

Our enterprise platform helps you easily manage business relationship workspaces for each of your prospects, customers and partners, where you can schedule, meet and share materials all in one place. Propose & close deals faster, serve & grow clients better, and transform your most valuable business relationships. Pricing (starting at $95/seat) varies depending on your company needs.

Docparser reviews

Time and money saved by automating the input of sales lead information into our CRM with Salesforce. It's awesome.

- Scott K. Branch Manager

The information that I was scraping was very tricky for similar products to accurately scrape. I was very pleased to find out that Docparser gave me the control to scrape my PDFs in unique ways to get as much of the information off as possible. It was easy to use and absolute perfect for what I needed it for.

- Teresa M. Office Manager

I've email there support, i did receive additional funds for a test, but no answer what so ever. They say that one should email there support for additional help and improvement, but no answer, on several emails. (I did tried them for a year or two, still no changes.) I've bought a month for test... and still no answers/support.

- Rickard U. Account Manager

ClientPoint reviews

Outside of those few cons, it's been great and very easy for us to comment back and forth with prospects and send professional

- Jay M. Marketing Strategist

Using paperless is one of the best software programs to us for sales i recommend it for everyone who is in the same field. You can keep track of all your proposals and everyone is always involved and it holds so many proposals and you can add whatever section you want them to see inside the proposal and medium user friendly once you get the hang of it.

- Cathleen S. sales

Great for keeping track of proposals, however very slow some days. We do about 30 proposals per day on paperless.

- Tom D. DIRECTOR OF SALES

Pros & cons

Docparser

Pros
I liked the fact that someone like me who doesn't have a computer science degree was able to get this up and running in a matter of a few hours
Docparser saves my team hundreds of hours and helps identify new business opportunities
This was a huge help to evaluate vs other products and help make our decision
Now that I have my parsing rules set up, it's extremely easy to run my big report once a month and distribute to my team
The best tool to structure your data from incoming documents."
Cons
My only complaint is that DocParser collects its fees in USD which is a bit inconvenient for us Canadians
I had a customer service question that got a response, but then the person never got back to me after the initial contact
The problem has apparently gone away, but I wasn't wild about the exchange
It was difficult to make custom filters if the PDFs were not redundant
Searching and splitting up this document manually was inefficient and we were missing out on important projects."

ClientPoint

Pros
Being able to send the proposal online, then track who, when and how long each person reviews the proposal if outstanding
The analytics is unmatched and extremely helpful
Functionality to customize according to what we need
Every successful company has a cutting edge to make them better and Paperless helps highlight ours
What I love about this software is that you can share as many documents/files as you like in one single proposal
You can customize your proposal to be however you want it to be
Outside of those few cons, it's been great and very easy for us to comment back and forth with prospects and send professional."
Cons
I hope no one else in my industry buys this so I can use it to kick there ass
You gotta be crazy if you're not using this for your business
The software is a bit difficult to maneuver and clunky
I am giving the benefit of the doubt, but my proposals look bad
The pagination and graphics get thrown out of alignment and I can't seem to override or correct in local edit."

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