Solution Templates

Proven templates you turn on, not projects you build.

Every Solution Template is a complete, prebuilt solution (the workflows, the data model, and the reporting that run a whole process), built and maintained by Clover, and kept current as the rules change. They run on top of your platform base, and you're never limited to the catalog: any process you can define, you can run today.

Suppliers managed in Clover include

Standard A single survey or document collection. Advanced A full multi-step process with its own logic and reporting.

Compliance & regulatory campaigns

Run a standardized program across your whole supplier base: the regulation supplies the requirements; the template supplies the workflows, the data model, and the reporting.

Standard Foodservice

FSMA 204

Traceability-readiness survey across every food supplier, with response tracking and scoring.

Standard Cross-industry

CTPAT

Supply-chain security profiles collected and scored for importers and their suppliers.

Standard Cross-industry

UFLPA / Forced Labor

Forced-labor due-diligence attestations and supplier-origin mapping, documented per supplier.

Standard Medical DeviceRetail

Conflict Minerals (3TG)

Annual 3TG sourcing declarations tied to each supplier record, ready for your filing.

Standard Cross-industry

PFAS Compliance

Certificates of compliance for packaging, textiles, and components: collected and validated.

Standard Cross-industry

ESG / Scope-3

Emissions and ESG data requests cascaded across your supplier base for CSRD and customer reporting.

Standard Retail

CPSIA / CPC

Children's Product Certificates and conformity docs (CPC/GCC) collected and validated across consumer-product suppliers.

Standard FoodserviceRetail Coming soon

EUDR (Deforestation)

Deforestation-free sourcing declarations for coffee, cocoa, wood, and other covered commodities.

Standard Retail Coming soon

Prop 65

California chemical-disclosure attestations across consumer-product suppliers.

Standard Cross-industry

Marketing Image Collection

Collect product photography and marketing assets from suppliers (right specs, right formats) for catalogs and digital channels.

Commercial & operational processes

Heavier, transactional solutions with multiple workflows, their own data model, and reporting. Turn one on instead of building from a blank canvas.

Advanced Cross-industry

Chargebacks

Structured corrective actions: dispute, document, resolve, and close the loop, tied to every supplier record.

Advanced Foodservice

Bill-Back Dispute Resolution

Turn short-paid and deducted bill-backs into structured disputes (manufacturer looped in, backup attached, resolution on record) so aged deductions get recovered, not written off.

Advanced Cross-industry

Price Management

Structured price-change requests with approvals, effective dates, and a full price history.

Advanced RetailFoodserviceMedical Device

Product Compliance Scoring

Score products against your data requirements, gap-flag the misses, and route fixes to suppliers.

Standard Foodservice

Local Grower & Specialty Onboarding

Onboard small growers and specialty suppliers through a guided portal: food safety, GAP, and W-9 collected without the tech barrier.

Recurring programs

The campaigns you run every year: included in the platform base, ready to schedule and forget.

Standard Cross-industry

COI Renewal

Annual certificate-of-insurance collection with expiry tracking and automatic reminders.

Standard Cross-industry

W-9 / Tax Collection

Collect and validate W-9s and tax documentation across new and existing suppliers.

Standard Cross-industry

Supplier Code of Conduct

Annual code-of-conduct acknowledgment drive with full attestation history.

Standard Cross-industry

Cybersecurity / SOC 2 / HECVAT

Collect vendor security attestations: SOC 2, HECVAT, and questionnaire responses.

Standard Cross-industry

Certification Renewals

Drive renewal of expiring certifications (ISO, GFSI, kosher, and more) before they lapse.

Standard Cross-industry

Contact Refresh

Periodic confirm-or-update campaign that keeps every supplier's contacts current.

Standard Foodservice

Food Safety Certification Tracking

SQF, GFSI, HACCP, and third-party audit certificates: collected, validated, and tracked through expiry with automatic renewal drives.

Standard Foodservice

COA Collection

Certificates of analysis collected per item or per lot, validated against spec, and tied to the product record.

Standard Cross-industry

Product Data Refresh

Periodic campaigns to keep specs, descriptions, nutritionals, and imagery current across your item catalog.

Don't see yours? If you can define the request, you can run it as a campaign or process today. The prebuilt templates are a head start on the ones everyone's running, not a fence. Ask us about anything not listed here.

Tell us which initiative is on fire

We'll show you the matching template live, or scope a new one with you. Either way you'll see exactly how it runs across your supplier base.