Hubdoc vs ClientPoint
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Sir Richard BransonMost popular feedback for Hubdoc
Overall I was very happy with the software and when I was working as an online accountant, all my clients were subscribed to it for receipt submittal. I still use it for my personal businesses. I would highly recommend it for all small businesses that accumulate a lot of receipts. Cuts down on the paperwork.
Margaret Ana F.
About Hubdoc
Data extraction solution that helps businesses extract information from invoices, receipts, emails to store in a centralized hub.
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.
Hubdoc reviews
Hubdoc is one of our favorite apps here at Entreflow, it's a perfect place for us to store all of our client's documentation. It's super easy for our clients once everything is set up to just take a picture of a receipt, and forward an email to the unique email address.
- Aislinn K. Marketing Assistant
Overall this is a good entry level solution for automating the entry of your paperwork. As Xero include it with their standard subscriptions it is very cost effective
- Michael D. Director
Receipt management for company paid cards and reimbursable employee expenses is lacking. Hubdoc doesn't read the receipts to determine which card was used and automatically allocate that receipt to X employee. Employees should be able to setup Hubdoc inboxes with their own email address to send receipts to. Feeds break often so if that could be improved that would be great as well.
- Ariel P. Accountant
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
Hubdoc
| Pros |
|---|
| I am very pleased - I love Hubdoc |
| My clients upload their receipts using the app and I categorize them and push them to QBO |
| Hubdocs is a really great way to store information in a format that makes it easy to find |
| No more shoe boxes or receipts |
| My tax preparer loves that I am so organized with my receipts and statements |
| Instead of having to scan items into your computer and organizing items, it is all in the app |
| Useful tool in catch up projects to obtain pdf and csv files of bank and credit card statements |
| Cheque images and e-transfer details make reconciliation easy and perfect for backing up work." |
| Cons |
|---|
| They seem to have a problem with Bank of America's security forcing our clients to log in each month and verify their identity |
| You waste more time just trying to use Hubdoc as design |
| It's been six months and they still have not fixed issues with the 15 tickets open |
| Hubdoc is terrible and I wouldn't recommend them for anything |
| One negative feature is the inability to tag the bank accounts with the last four digits of the credit/debit card that was used so the Hubdoc can push directly to that bank account." |
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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