Create a quote: Overview

The heart of Cord. Learn how to transform a tedious sales process into an interactive digital experience.

The new B2B standard

Historically, creating a B2B quote involved spreadsheets, exporting static PDFs, sending emails, and endless reply chains to negotiate prices.

Cord reinvents this workflow by combining a High-Speed Internal Quoter (for your sales team) with an Interactive Web Link (for your end client), culminating in Automated CFDI 4.0 Stamping.

The Workflow in Cord

To successfully create and close a quote, the process is divided into 5 main stages:

1. Client data: Select or create your client’s commercial and fiscal profile.
2. Products and discounts: Build the proposal by adding SKUs, defining quantities, and applying strategic discounts.
3. Advanced options: Configure the validity period, currency (MXN, USD), and commercial or legal notes.
4. Preview and sending: Review how the quote will look and share it via a Magic Link.
5. Approval and stamping: When the client digitally approves, a single click converts the quote into an official SAT invoice.