Real-Time Chat and Negotiation

Forget endless email chains. Negotiate changes directly on the document.

The quote as a workspace

In the traditional B2B model, if a client wants to change a quantity or ask for a different discount, they reply by email, the sales rep edits the Excel file, generates a new PDF (Quote_v2_final.pdf), and sends it back.

In Cord, the Magic Link is interactive and collaborative.

General Chat

At the bottom of the web view, both you and your client will have access to a Chat Panel.

• The client can write general questions like: “Can we adjust the delivery time to 15 days?”
• The sales rep receives an instant notification and can reply directly on the platform.
• The entire conversation is permanently logged in the history of that quote, giving total visibility to sales managers without having to dig through personal emails.

Line-Item Comments (Product)

If the quote is very extensive (e.g., 40 different items) and the client has doubts about a specific product, they don’t need to write “Regarding line item 14, the X model server…”.

Cord allows line-item level comments.

1. The client hovers over a specific product in the web quote.
2. Clicks the comment icon 💬 that appears next to the price.
3. Leaves their question: “Can you swap this model for the 16GB RAM one?”
4. The sales rep receives the exact alert of which item needs modification.

Live Update

When the sales rep adjusts a quantity, changes a product, or applies a new discount after the chat negotiation, the client doesn’t need a new link.

They simply watch the web quote update in real-time in front of their eyes, ready to be approved.