Interactive Product Walkthrough

See how Duevora works

Duevora connects clients, quotes, project delivery, client reviews, and recurring service renewals into one focused, reliable hub. Explore a sample populated workspace and follow a practical engagement from first client record to ongoing annual renewals.

Sample Workspace 8-Step Walkthrough Workflow Recording

Workspace Overview

Explore a Populated Duevora Workspace

A complete walkthrough of an active Duevora account showcasing seeded client records, itemized quotes, milestone deliverables, client reviews, and recurring service renewals.

Demonstration data shown is fictional sample data created to illustrate Duevora’s record connections.

End-to-End Walkthrough

How a client engagement flows through Duevora

Follow one concrete example throughout this guide: an independent web specialist partnering with “Northstar Creative” on a website redesign, followed by ongoing annual hosting and maintenance retainer tracking.

1Add a Client

Create the Client Record

Establish a unified client profile to anchor all quotes, delivery projects, and recurring renewals.

What you do in Duevora

Navigate to Clients and click “New Client.” Enter the business name, primary stakeholder, direct contact email, phone, and optional billing notes.

Why this helps your business

Eliminates scattered client spreadsheets and fragmented notes. Every future quote, project milestone, shared portal invite, and service renewal automatically connects to this single client directory record.

2Prepare a Quote

Draft an Itemized Quote

Define itemized deliverables, pricing, expiration timelines, and track quote approval state.

What you do in Duevora

Under Quotes, create a proposal linked to Northstar Creative. Add itemized line items with descriptions, unit quantities, rates (PHP ₱), and an expiration date. Progress the status through Draft, Sent, and Accepted once the client confirms. Once accepted, you can convert it to an active project or click “Prepare Ongoing Service” to set up recurring renewals (domains, hosting, SSL) without re-entering data.

Why this helps your business

Guarantees scope clarity before commencing work. The quote status is tracked within your workspace (note: clients review quotes via your standard invoice/communication channel; electronic signature is not required).

3Create the Project

Convert Quote to an Active Project

Transition approved quote scope into a structured delivery project without re-entering data.

What you do in Duevora

Open the accepted quote and click “Convert to Project” (or create a standalone project directly). Set target start and completion dates and define the project’s operational status (Planned, Active, or Paused).

Why this helps your business

Maintains direct linkage between approved financial scope and day-to-day delivery. Your project automatically inherits the client relationship and accepted specifications.

4Organize Delivery

Structure Milestones & Deliverables

Break large projects into sequential milestones and granular, reviewable deliverables.

What you do in Duevora

Within the project, create phased milestones (e.g. Wireframes, Frontend Build, Handover). Under each milestone, add specific deliverable items with asset descriptions, preview URLs, and initial review states (Pending, In Review, Approved, or Rejected).

Why this helps your business

Prevents scope creep and keeps both parties aligned on what constitutes done. Clear review statuses provide continuous visibility into project completion percentage.

5Share Progress & Collect Reviews

Invite Client to Secure Review Portal

Share a passwordless, token-secured portal where clients inspect deliverables and record approvals.

What you do in Duevora

Click “Invite Client” on the project to issue an encrypted 64-character token invitation email. The client opens the link to view active milestones, inspect deliverables, and submit decisions: Approve Deliverable or Request Changes with specific revision feedback.

Why this helps your business

Zero client friction: no passwords to create or forgot-password resets. Access is automatically secured and bounded by a cryptographic session cookie (`duevora_client`). You get clear, timestamped client approvals.

6Complete the Project

Record Project Completion

Close delivery, archive the approval trail, and provide permanent read-only portal access for your client.

What you do in Duevora

When all milestone deliverables are signed off in the portal, mark the project status as Completed. The workspace records completion timestamps, locks deliverables against further edits, and leaves the client portal active in read-only mode so clients can review approved assets and track ongoing service renewals.

Why this helps your business

Completing a project archives the delivery phase while keeping client deliverables and linked renewals accessible in read-only mode. Shared project portal capacity is managed separately: revoking portal access explicitly releases the quota slot.

7Track Ongoing Renewals

Monitor Hosting & Retainer Renewals

Track domain expirations, hosting retainers, and SSL certificates with automated email reminders.

What you do in Duevora

Prepare ongoing services directly from accepted quotes or create renewals manually. Track provider names, renewal dates, billing cycles, and payer responsibility (Agency Invoiced vs. Client Direct). When upstream registrars or hosts increase renewal rates mid-year, adjust the quote and records ahead of time to avoid unexpected Monday morning surprises. Duevora sends automated email alerts at 30, 7, and 1 day before expiration.

Why this helps your business

Eliminates messy spreadsheets and unexpected cost hikes. Clients who pay direct can confirm renewals with one click in their portal (“I have renewed this”), while you stay in control of all recurring client assets.

8Continue the Relationship

Grow Long-Term Client Value

Manage recurring retainers year after year and seamlessly open new projects under the same client.

What you do in Duevora

Keep Northstar Creative active in your directory. When Elena requests new work months later (e.g. an e-commerce shop expansion), draft Quote #2 directly under her profile and launch the next project while continuing to monitor her hosting renewals.

Why this helps your business

Builds a lifetime history for every client relationship. You retain total context on past deliverables, contracts, and renewals across years of collaboration.

Client Portal Lifecycle

Completed Projects vs. Revoked Access

Completing a project and revoking client access are separate actions in Duevora. Toggle below to compare the agency workspace view, client screen, and quota capacity impact.

Quota ImpactShared Slot Occupied

Shared project allowance counts access records in pending, active, or paused state. Marking a project completed leaves portal access active so your client can continue reading their deliverables and renewing ongoing services.

Agency & Client Capabilities

Client has read-only access: Can revisit the portal anytime to download delivered assets, review milestone history, and view notes.
Services & renewals remain visible: Linked hosting retainers, domains, and maintenance plans show expiration dates and allow the client to confirm renewals.
Decisions locked: “Approve” and “Request Changes” action buttons are disabled because delivery is finished.

duevora.vercel.app/p/n8f...e2a (Client View)

Read-Only Portal

Client Review Portal · Northstar Creative

Website Redesign & Custom CMS Integration

Completed

Project Completed: All milestone deliverables have been finalized and approved. Your deliverables and ongoing services remain available below for permanent reference.

Services & Recurring Assets

Track ongoing domains, hosting, licenses, and retainers.

1 Active

northstarcreative.comUpcoming

Domain Name · Provider: Cloudflare · Due: Dec 20, 2027 · You pay directly

I have renewed this

Approved Milestone Deliverables (4 / 4)

Interactive Figma Prototypes✓ Approved

Production Build & DNS Cutover✓ Approved

Recording coming soon

Watch a workflow from scratch

Follow a hands-on demonstration of creating records and managing client work in Duevora.

Walkthrough recording is currently being prepared.

Follow the complete step-by-step written guide below to see the exact workflow and sample records.

Jump to Step-by-Step Guide

Demonstration data shown in hands-on workflows illustrates typical client record creation.

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