CloveDesk

• Create and send quotes and invoices
• Upload any document and get it signed online, with a signed PDF and audit trail sent to both sides
• Share files with clients in organized folders
• Track expenses in multiple currencies, per project or per client
• Manage projects inside each client workspace, with a stage pipeline to show progress
• Send payment reminders manually, or let CloveDesk chase late invoices automatically
• Set default or custom terms for your quotes and documents
• Add your own logo, colors and business details so everything looks like yours
• Keep an activity log of what happened and when

Freelance designers, Web developers, and branding studios

Manage the entire client journey, from the initial quote to the final invoice.

• Send proposals and contracts for signature.
• Share brand assets and design deliverables in folders.
• Track project stages and expenses.
• Invoice clients without juggling separate tools.

Consultants and business coaches

Deliver a professional onboarding experience without requiring clients to learn another platform.

• Send consulting agreements and service quotes.
• Collect signatures before starting work.
• Share reports, recommendations, and resources.
• Track engagements, expenses, and outstanding payments.

Interior designers and decorators

Keep client approvals, design documentation, project costs, and billing together.

• Send project estimates and design agreements.
• Share plans, specifications, and documents.
• Track project progress.
• Record expenses in multiple currencies where needed.

Bookkeepers and independent accountants

Make client document collection and engagement administration easier.

• Send engagement letters and service agreements.
• Share reports and requested documents.
• Issue service quotes and invoices.
• Track client-specific expenses and payment status.

Independent contractors and renovation businesses

Keep estimates, signed agreements, job documents, and invoices together.

• Create quotes for jobs.
• Get contracts and approvals signed.
• Organize project files.
• Track job expenses and outstanding invoices.