Dashboard and Views

Get total visibility of your revenue pipeline. Learn to navigate your quotes using our dynamic views.

Your Sales Pipeline

Cord isn’t just a document generator, it’s a mini-CRM focused on closing deals. When you log into your account, the main page shows all your quotes organized by status.

1. Kanban View (Board)

By default, you will see the Kanban view. This view organizes your quotes into columns based on their status, allowing you to quickly understand the health of your sales pipeline.

• Drafts: Half-finished quotes.
• Sent: Waiting for the client to open them.
• Viewed: The client has opened the link (perfect time to call!).
• Approved: The client accepted the terms.
• Paid / Invoiced: Closed and collected deals.

How to use it: Simply drag-and-drop cards if you need to force manual status changes (although Cord automates most changes when the client interacts with the link).

2. List View

If you handle a high volume of quotes and need to search or filter quickly, the List View is your best ally.

• Click the List icon (≡) in the top right corner of the dashboard.
• Here you’ll see a dense table, similar to Excel or Stripe, ideal for sorting by creation date, total amount, client, or expiration date.
• You can use the top search bar to find quotes by client name or folio number (e.g., COT-00142).