Client Octopus gives freelancers and agencies everything they need to send proposals and invoices, collect payments, manage projects, and communicate with clients — all from the WordPress admin.

Create professional proposals and standalone invoices, collect e-signatures, automate client reminders, collect Stripe payments, and provide a branded client portal directly on your own website.

Free Features

Unlimited proposals
Unlimited clients
Standalone invoices — create, send, and manually mark as paid
Proposal templates
Proposal status tracking (draft, sent, accepted, declined)
Client e-signature on proposal acceptance
Client-facing proposal signing and invoice pages
Automated proposal reminder emails (not viewed, not accepted, expiring soon)
REST API access

Pro Features

Everything in Free plus…
Stripe payment collection on proposals
Stripe “Pay Now” button on client-facing invoices (auto-marks paid via webhook)
Client portal with magic-link login
AI writing tools for proposal content
Revenue analytics dashboard
Outbound webhooks — 12+ events covering the full proposal and invoice lifecycle (Zapier, Make, Slack, and 7,000+ tools)

Agency Features

Everything in Pro plus…
Projects & milestones
Up to 5 team members with role-based access
Client messaging
File uploads & downloads
Approval workflows

Client Octopus is designed specifically for WordPress freelancers and agencies who want to manage proposals, invoices, and client delivery without relying on external SaaS platforms.

Why Client Octopus?

Most freelancers juggle 4–5 tools to run their client workflow — a proposal tool, an invoicing app, a payment link, and email threads to hold it all together. Client Octopus replaces all of them with a single WordPress plugin.

Unlike Proposify, HoneyBook, or Dubsado, your data never leaves your own server. No monthly SaaS subscription for a platform you don’t control. Everything lives inside the WordPress site you already own.

External Services

This plugin connects to the following third-party services:

Stripe

Client Octopus uses Stripe to process client payments on proposals and invoices. When a client pays, the plugin creates a Stripe Checkout Session on your configured Stripe account and redirects the client to complete payment on Stripe’s hosted page. The client’s payment details are entered directly on Stripe’s servers and are never stored in WordPress. Your Stripe API keys (publishable and secret) are stored in the WordPress options table and transmitted only to Stripe’s API.

Service: Stripe, Inc.
Data sent: payment amount, currency, project or invoice description, and client email when a payment session is created. Stripe webhook events (payment completion) are received and verified using your webhook secret.
Terms of Service: https://stripe.com/legal/ssa
Privacy Policy: https://stripe.com/privacy

Client Octopus AI Relay

Client Octopus’s AI writing tools route requests through a relay service operated by the plugin author (clientoctopus.com). This relay authenticates your licence and forwards requests to an AI model. AI features are only triggered when you explicitly use an AI writing action in the admin.

Service: clientoctopus.com (operated by codievolt)
Data sent: the text prompt you submit (proposal content or instructions) and your licence key, which authenticates the request and is used to enforce your plan’s monthly rate limit. No site URL or admin email is transmitted to this relay.
Privacy Policy: https://clientoctopus.clientoctopus.com/privacy-policy/

Freemius

Client Octopus uses Freemius to manage plan licensing, activation, and upgrades. When you activate a licence key, the site URL, plugin version, and licence key are sent to Freemius to verify your plan and enable the correct feature set.

Service: Freemius, Inc.
Data sent: site URL, plugin version, licence key, and basic activation/deactivation events.
Terms of Service: https://freemius.com/terms/
Privacy Policy: https://freemius.com/privacy/