What your client experiences

Clarely is a two-sided workflow. Understanding what your client sees at each step helps you set expectations, explain the process before you send anything, and avoid confusion when they open their first quote.

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The quote email

When you send a quote, your client receives an email that appears to come directly from your business. The sender name is your business name — not “Clarely.” To your client, it looks like you sent it. The email is intentionally simple:

• Your business name in the subject line and sender field
• A short message indicating a quote is ready for review
• A single button or link: Review and sign your quote

The email does not include line items, totals, or any of the quote details. Everything is on the quote page itself. This is by design — the signing experience happens on the page, not in the email.

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The quote page

When your client taps the link, they land on a mobile-friendly quote page. They see:

• Your business name and logo at the top
• Every line item you added: description, quantity, and price
• The subtotal, tax (if applicable), and grand total
• Your contract terms (if you included them)
• The payment schedule, if you set one up — what’s due when they sign and what’s due later

The page works on any device — phone, tablet, or desktop. Your client doesn’t need a Clarely account. They don’t download anything. The link opens directly in their browser.

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How the client signs

At the bottom of the quote page, the client sees the signing zone. It contains:

1. Electronic consent disclosure — a paragraph explaining that by signing, the client agrees to conduct the transaction electronically and that their typed name is the legal equivalent of a handwritten signature. This is displayed above the checkbox.
2. Agreement checkbox — labeled “I agree.” The client must check this before the Accept button becomes active.
3. Name field — the client types their full name as their digital signature.
4. Privacy notice — a short note below the name field confirming that their IP address, device information, and the text of the agreement will be retained as a record of the transaction. Includes a link to Clarely’s Privacy Policy.

Both the checkbox and the name field must be completed before the Accept button enables. The entire process takes under a minute. At the moment they tap Accept, Clarely:

• Locks the quote permanently (no further edits by anyone)
• Records the signature with a timestamp, IP address, device identifier, and a copy of the exact consent disclosure they agreed to
• Creates a job, sends an invoice, or does neither automatically — depending on which acceptance flow you chose for this quote
• Sends you a push notification

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What the client sees after signing

After signing, the client sees a confirmation screen showing the accepted state of the quote. Their signed copy is accessible via the original quote link if they need to refer back to it — the link stays active permanently.

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The invoice email

When you send an invoice (or when Clarely auto-sends one via the professional services flow), your client receives another email. Like the quote email, it appears to come from your business name — not from Clarely. The email is simple:

• Your business name in the sender field and subject line
• A short message that the invoice is ready
• A single link: View invoice

The email does not include line items inline. Everything is on the invoice page. If a client asks why the email came from @send.clarely.app, that’s the sending infrastructure Clarely uses on your behalf — any reply goes directly to you.

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The invoice page

The client taps the link and sees:

• Your business name and logo
• The invoice total and balance due
• Your payment options — Venmo, Cash App, Zelle with tap-to-copy buttons, and a Pay by card button if you’ve connected Stripe
• Any payment notes you’ve added (bank transfer details, preferences, etc.)

If you’ve connected Stripe, your client can pay by card directly on this page — Clarely marks the invoice paid for you the moment it goes through. Otherwise, they copy your payment handle and send the money directly to you through whichever app they use.

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After the client pays

Clarely doesn’t know when your client pays — the transaction happens outside the app. Once you’ve received the money, you open the invoice and mark it paid. The invoice updates immediately and the client’s link will reflect the paid status if they check it.

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If a client wants to decline

On the quote page, below the signature section, clients also have a Decline button. If they tap it, they can optionally leave a reason. The quote moves to Declined status in your app and any scheduled follow-up emails stop.

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