Your clients’ work in one place
CloveDesk covers the paperwork around your work: the quote, the signature, the files, the invoice and the follow-up. Here is what you get, grouped the way you’d actually use it.
Organized by client
Keep each client’s work separate and easy to find.
- A separate workspace for each client. It holds their details and every project you run for them, so when a client calls, you open one place and everything is there.
- Projects with their own progress. Each job lives as a project inside the workspace, with its own quotes, invoices, documents, files, expenses and activity. Move it through stages with one click so you always know what is in progress, in review or done.
- Colors and icons to tell things apart. Give each workspace and project its own, so you never wonder which client you’re looking at, even with a dozen open.
- One view across every client. Search, filter and sort a single projects list across all your workspaces. Finished work can be archived and brought back whenever you need it.
- Editable stages. On paid plans, add, reorder and recolour your project stages to match how you actually work.
- Archive and restore. Put finished workspaces and projects away and bring them back whenever you need them.
- Activity log. A timeline of everything that happened on a project, plus your own notes, on paid plans.
- Quick sign-in. Sign up and sign in with Google or an emailed link, with a Getting Started checklist for your first client.
Quotes, contracts and e-signatures
Get work approved and signed without printing, scanning or chasing.
- Quotes your client can act on. Build a quote with line items, notes, terms and an expiry date, in many currencies. Your client opens it from an email link and approves it, asks for changes or declines, so you get a clear answer instead of silence.
- Every version kept. When a quote changes, the revision history keeps each version you sent. If someone says “that’s not what we agreed”, you can show exactly what they saw and when.
- Contracts signed from a link. Upload your own contract, NDA or agreement and send it to your client. They sign by drawing or typing on any device, with no account to create.
- Proof you can rely on. The signed PDF comes with a certificate page and an audit trail, and both of you receive a copy by email. It is saved in the client’s workspace, so months later it takes a minute to find.
- Your own quote PDF. On paid plans, upload a quote you designed elsewhere instead of building one.
- Quote reminders. Nudge a client who has gone quiet with one click.
- Universal E-Sign. Send any PDF to anyone, not only a client, through a private link, with an address book for repeat signers. Available on paid plans. (Link the words “Universal E-Sign” to /universal-e-sign/.)
Invoices and getting paid
Turn approved work into an invoice, then make it easy for clients to pay.
- From approved quote to invoice in one step. Every line carries over, so there is nothing to retype. Add payment terms and a due date, and send it by email.
- Clients can accept and sign. They review the invoice in the portal and can accept it, sign it or ask for changes, rather than replying to a thread.
- A Pay button, using your own links. Save your payment links (PayPal, Stripe, Wise and similar), and clients see a Pay button on the invoice, in the email and on the PDF. The money goes straight to you, and CloveDesk never handles it.
- Late payments handled. Overdue invoices are flagged automatically, and you can send a reminder with one click or let reminders go out before and after the due date. Mark the invoice as paid, with the date, when the money arrives.
- Auto-chase. On paid plans, reminders go out automatically before and after the due date, so you stop chasing by hand.
- Your own invoice PDF. On paid plans, upload an invoice you made elsewhere instead of building one.
Files and a client portal with no passwords
Share what’s ready and keep the rest to yourself, in one simple place your clients can open.
- You decide what each client sees. Upload files of many types, including large ones, to a workspace or project, and choose which ones your client can see. Unfinished work stays private until you share it, and you can tell the client about new files by email.
- A private link, not a login. Your client opens a link from their email and finds their quotes, invoices, documents and files in one place, with search. There is no account to create and no password to forget.
- Feedback on the file itself. Comment threads sit on each file and are shared with the client, so notes stay attached to the right version instead of buried in email. Upload a new version without losing the older ones.
- See what has been looked at. You can see when a client opened a quote, invoice or document and when they last visited the portal. A dashboard list shows what is still waiting on them, with one-click reminders.
- Labels and bulk actions. Keep files tidy with labels, search, filters and bulk actions.
- In-app notifications. Get told when something needs your attention.
Expenses, reports and your branding
See what each job really cost, and look established from the first email.
- Expenses next to the work. Log what a job cost you per client or per project, in many currencies, with categories. The cost sits beside the quote and invoice it belongs to.
- Revenue and costs at a glance. See revenue and costs on your dashboard and for every workspace and project, so you know which clients and jobs are actually worth it.
- An expense report you can use. Filter by period and workspace, and see everything in your reporting currency, ready for your accountant or tax time.
- Your business, not ours. Your business details appear on quotes, invoices, emails and the portal, and you can add your logo and brand colors so everything your client sees looks like it came from you.
- Your own categories. On paid plans, create expense categories that match your work.
- Your own numbering. On paid plans, set your own prefix for quote and invoice numbers.
Frequently asked questions
Do my clients need an account?
No. Your clients open the portal from an emailed link. They never create an account and they never pay CloveDesk.
Does CloveDesk take a cut of my invoices?
No. Clients pay through your own payment links, so CloveDesk charges no transaction fees. Your payment provider’s fees still apply.
How do clients sign documents?
They sign from a link. Every signed document comes back as a signed PDF with a certificate page and an audit trail, and both sides get a copy by email.
Can I send a document to someone who is not my client?
Yes. Universal E-Sign sends any PDF to anyone through a private link. It is available on paid plans.
Can I chase late invoices automatically?
Yes. Auto-chase sends reminders before and after the due date, and you can also send reminders by hand. Auto-chase is available on paid plans.
Can a team share one account?
Not currently. Each account supports one person.
Ready to try it?
Set up a workspace, send a quote, and see how it feels.