Getting started with Clemion

Create your workspace, add a client, and send your first document from the web.

1
Create your account
Sign up on the Clemion website or in the mobile app, then open the professional workspace.
2
Complete your business profile
Add your business name, region and currency in Settings. These details appear on quotes, contracts, invoices and receipts.
3
Add a client
Open Clients and add the person you work with. An email address is needed if you want them to receive documents and open their Client Hub.
4
Create or send a document
Create a quote or estimate, contract or invoice from Documents. You can keep it as a draft or send it when you are ready.
5
Share it through the Client Hub
When you send a document, your client can review it in their Client Hub. They can accept a quote, sign a contract or pay an invoice from there.

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