Client Octopus

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
• Outbound webhooks

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.

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/