Run every supplier process from one platform
A portal your suppliers actually use, and processes your team builds from shared building blocks. Onboarding, documents, item setup, price changes, and whatever comes next.
Suppliers managed in Clover include
For your suppliers
One supplier portal for every request
Every request you send lands in one supplier portal: onboarding forms, document requests, renewals, and updates. It’s the part of Clover your suppliers see, and there’s nothing to learn.
You'll use this portal for onboarding, document requests and updates from Crosswind.
Supplier onboardingDue Oct 31- Company details
- Tax form (W-9)
- Banking
- Vendor agreement
- 5Certificate of insurance
- 6Primary contacts
Current COI naming Crosswind Trading Co. as certificate holder, with at least $2,000,000 general liability.
- Legal name
- Tallgrass Provision Co. · LLC
- Remit-to account
- •••• 4417 · verified
- Payment terms
- Net 30
+1We have three warehouses. Does one master COI cover all of them, or do you need one per site?
One master COI is fine as long as all three sites are listed as locations. Upload it on step 2 and the check will confirm.
For your team
The building blocks behind every process
Every Clover process is assembled from the same building blocks: the records you keep, the steps work moves through, and the record it leaves behind. Configure them once, and every process you build after that reuses them.
DataEverything you manage
- Companies & PartnersA profile for every supplier and partner, with status, ownership, and history.
- ContactsA contact directory your suppliers keep current themselves.
- ProductsItems and SKUs with their attributes and documents.
- Files & DocumentsEvery upload versioned, with renewal requests sent before documents expire.
- Any Business ObjectInvoices, certificates, chargebacks, or anything else you track. Define your own, with custom fields and statuses.
WorkHow it gets done
- WorkflowsSteps, branches, and handoffs, designed in a drag-and-drop builder.
- CampaignsSend any workflow to one supplier or thousands at once, and track them as a group.
- TasksThe guided requests a workflow sends to suppliers or your team.
- FormsQuestions with required fields and built-in validation, so answers come back complete.
- Approvals & E-signReview, approve, or sign at any step, with the reason recorded.
RecordWhat’s captured and connected
- CommunicationMessages on each task, synced email, and updates sent to many suppliers at once.
- Decision RecordWho did what, when, and why, in a log that can’t be altered.
- Version HistoryEvery prior value, every change, and who made it.
- Reporting & DashboardsLive completion, status, and response times across every process and supplier.
- Integrations & APISync with your ERP, procurement suite, and email, or build on the open API.
Build
Draw any process in a visual builder
Pick the blocks you need, draw the steps, and add conditions that send each supplier down the right path. Publish it, and suppliers see a guided task in their portal. Or start from a ready-made process and adjust it to how you work.
Illustration: Clover's workflow builder assembling a process from shared building blocks (companies, contacts, products, files, business objects, workflows, campaigns, tasks, forms, approvals, communication, the decision record, version history, reporting and integrations), with a branch for what can go wrong, for four example processes.
Run
Publish once, and Clover runs the process for you
From here, Clover does the work. It sends suppliers their tasks, runs your checks on every upload, routes approvals to the right people in parallel, and writes the results to your systems. You see the whole process in one place.
and an open API
- Each side sees only its own tasks
- Each supplier follows the right path, shaped by their answers, their documents, and your team’s decisions
- Every task updates the supplier’s record, so documents, answers, and decisions stay visible after the process ends
Expand
Add your next process without buying another tool
You don't have to build from scratch. Clover comes with a library of ready-made processes that already run at other companies. Start with the one costing you the most time, adjust it to how you work, then add the next.
And many more
- Audits & Corrective Actions
- Contracts & Amendments
- Security Questionnaires
- Sustainability Surveys
- Supplier Scorecards
- Product Recalls
- Insurance Tracking
- Diversity Certifications
- Trade Promotions
- Anything You Can Describe
Clover AI
Documents read, rules checked, questions answered
Clover AI can run inside every process: it reads documents and data as they arrive, checks them against your rules, and answers questions from the record every process leaves behind. You decide where it’s used.
Bad submissions never reach your queue
Clover AI reads each document and form as it’s submitted. Your rules check thresholds, dates, and formats exactly, and AI confirms that names, parties, and values actually match. Suppliers fix problems before they submit.
Answers come from the record, not from someone’s inbox
Every task, message, and approval is stored with who did it and why. Ask Clover AI about a supplier and it answers from that history, with links to the events behind it.
What's still outstanding with Tallgrass?
Two things. Their COI renewal failed your $2,000,000 general liability rule and is back with Aria Turner. A bank account change submitted Oct 14 is waiting on Priya Nair in Finance.
Built to pass security review
Supplier records and compliance documents are sensitive data. Clover protects them at every layer.
SSO & identity
SAML 2.0 with Okta, Microsoft Entra ID (Azure AD), Google Workspace, and other major identity providers.
Encryption in transit and at rest
AES-256 at rest. TLS 1.2+ in transit.
Immutable audit trail
Every action in a hash-linked log, with timestamps and user attribution.
SOC 2 (in progress)
Built to SOC 2 criteria, Type II on the near-term roadmap. SIG Lite and CAIQ on request.
Frequently asked questions
Clover is a supplier operations platform. It runs the recurring processes between a company and its suppliers (onboarding, compliance, document collection, product data, price changes, and more) as structured workflows instead of email and spreadsheets. Suppliers complete guided tasks, AI validates their work at submission, and every step is recorded in a complete audit trail.
ERPs (SAP, Oracle, Workday) are systems of record for transactions and financials. Procurement suites (Ariba, Coupa, Jaggaer) focus on sourcing and spend. Clover runs the collaborative work between you and your suppliers that neither was built for: onboarding, compliance, document collection, and the back-and-forth around them. It complements those systems rather than replacing them, and syncs clean data back to them.
Clover includes a supplier portal, and does much more than one. Suppliers get a guided place, with nothing to learn, to complete tasks, upload documents, and message your team. Behind that portal is a configurable workflow engine, AI validation, campaign management, and a complete audit trail. Most portals collect information and stop there; Clover runs the whole process and keeps the record.
Yes. Clover's workflow engine is fully configurable. You build processes visually from steps like forms, document collection, approvals, e-signatures, AI validation, and conditional branching. If you can describe your process, Clover can model it, as a configuration, not a development project.
Most deployments are live in weeks, not months. Clover is cloud-based with no on-premise infrastructure, so there's no custom development or lengthy integration project. Your team defines the workflows to match your processes, you invite your suppliers, and they start receiving structured tasks right away. Ongoing changes are configuration you make in the platform, not an IT project.
No. Suppliers complete a guided, step-by-step task with nothing to learn and no manual to read. They open a task, work through it, and submit. This is a big reason Clover sees higher supplier response rates than traditional portals. The easier it is for suppliers to respond, the faster your processes finish.
Pricing depends on your supplier count and which processes you automate, and it's a fraction of what enterprise procurement suites charge, and of what you're spending in labor on the manual processes Clover replaces. Suppliers are never charged for completing your requests. Tell us about your most painful supplier processes, the size of your supplier base, and the systems your supplier data needs to reach, and we'll suggest a configuration that fits your use case and your budget. Book a demo →
Most supplier tools apply AI to flat, current-state data: a record with today's values. Clover AI works on the full decision history behind every record, who changed what, when, and why. That lets it reason about risk and patterns instead of just retrieving fields, validate documents the moment they're uploaded, and answer plain-language questions across your entire supplier base.
No. Clover AI handles the repetitive checking (extracting fields, validating documents, flagging issues), so your team spends its time on decisions instead of manual review. Every AI action comes with its reasoning and a confidence score, and your team makes every approval and judgment call.
No. Your supplier data is never used to train models and is never shared with other customers. Clover processes your data in isolated, secure environments, and you retain full ownership and control of it.
Yes. Your data is yours. You can export your supplier records, documents, and the full decision history at any time in standard formats. Clover is where the work runs, not a place your data gets locked in.
Yes. Clover runs on enterprise-grade cloud infrastructure and is built to SOC 2 Trust Services Criteria across security, availability, and confidentiality, with a formal SOC 2 Type II audit on the near-term roadmap. It uses AES-256 encryption at rest, TLS 1.2+ in transit, SAML 2.0 single sign-on, and role-based access controls, and security questionnaire responses (SIG Lite, CAIQ) are available on request.
Yes. Clover is cloud-based and accessible to suppliers anywhere in the world, with the same guided task experience regardless of a supplier's location or size. If your suppliers span multiple regions, we're happy to talk through the specifics of your setup.
See the full platform configured for your workflows
We'll walk you through a live workflow for one of your most painful supplier processes, tailored to how your organization actually works. We start with your problems, then show you exactly how Clover would solve them.