Branding projects rarely go wrong in the design. They go wrong in the admin: scope that was never written down, revisions nobody counted, and final files released before anyone signed off. Here is how a logo project runs in CloveDesk, start to finish.
No credit card required
Build the quote for a brand identity: logo, color palette, typography, a set of social templates. Your default terms load automatically, so the number of revision rounds, the payment schedule and who owns the files after final payment are in writing every time. Write them once in Settings, and they appear on every quote.
Send the quote by link. Your client opens it on their phone, with no account, then signs, requests a revision or declines. You get the signed PDF and an audit trail. Starting work with a signature on the scope is the cheapest scope-creep protection a designer has.
A restaurant that needs a logo today and a menu redesign next spring is one client with two projects. Everything stays together: the first quote, the second quote, signed agreements, files and invoices. Set your project stages to match how you work, such as concept, revisions and final delivery, so you can see where each job stands.
Upload concepts, revision rounds and final files to the client’s workspace, and use labels like “Round 1”, “Round 2” or “Final” to keep them sorted on your side. Name the files clearly (“Logo concepts, round 2”) so your client knows what they are opening. They see only the files you choose to share, so unfinished work never reaches them by accident.
Feedback on concepts still happens the way it does now, by email, call or message. What CloveDesk adds is the paperwork around it. When the client is happy, upload a one-page approval for the final design and send it for signature. Same for a mid-project change: put the new scope in a short document, have them sign it, and quote the extra work.
Convert the signed quote into an invoice and every line carries over. If the client is slow to pay, send a manual reminder or let CloveDesk chase it automatically, so you are not the one writing the awkward email.
Stock images, font licenses, printing proofs. Record them against the project in any currency, and see what the project really cost next to what you invoiced.
Add your logo, colors and business details, so every quote, email and portal page looks like it came from your studio.
Free
$0/ Valid for 30 Days
Basic
$4.99/monthly
Pro
⭐ most popular
$9.99/monthly
Does my client need an account?
No. They open a secure link sent to their email.
Can I manage several clients?
Yes. Each client has a separate workspace, so their files and documents stay private from each other.
Can I get contracts signed?
Yes. Upload your contract and send it for signature. You both get a signed PDF and audit trail.
Can I use my own agency contract?
Yes. Upload any document and send it.
Can my whole team log in?
CloveDesk is built for one person running client work. Team seats are not available yet.
Can I brand it?
Yes. Add your logo, colors and business details.