You know the exact moment they view it.

No more asking "did you review it yet?". Cord notifies you the moment your client opens the quote, how many times they've seen it, and what they did next — so you call at the perfect time.

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Available on all plans

THE SIGNAL THAT MATTERS

Interest cools fast. Catch it hot.

A quote viewed 5 minutes ago is a live sale; one viewed 2 weeks ago is a dead chore. Cord turns the link opening into an actionable signal: you find out instantly and can respond when you're top-of-mind for your client.

  • "Viewed" event with exact date and time
  • Open count (Viewed it 3 times? They're comparing)
  • The quote status changes automatically: sent → viewed
Quotes/COT-0148Viewed
DDistribuidora El Zarco V1Viewing now — Line itemsNet 30 · Valid until Oct 22, 2026
Client attention
1 person·3 opens
First Sep 22, 2026, 6:52 PMLast Sep 23, 2026, 12:31 PM
Summary1m 12s
Line items3m 40s
Notes and terms22s
Approval and payment48s
Conversation9s

Opened the PDF · 1

Total time on the proposal 6m 11s

TIMELINE

The whole story, in a single thread.

Created, sent, viewed, approved, paid, invoiced — every quote carries its full history. Anyone on your team can open the details and understand in seconds where the deal stands, without asking in the WhatsApp group.

  • Complete chronology per quote
  • Global activity feed on the dashboard
  • Instant context for your entire team
Quotes/COT-0148Paid
DraftSentViewed4Approved5Paid
DDistribuidora El Zarco V1Net 30 · Created Sep 22, 2026
ProductQty.Amount
Rebar 3/8" × 12 m340MX$57,290.00
Welded wire mesh 6×6180MX$56,160.00
Hollow block 15×20×402,400MX$34,080.00
Gray cement 50 kg120MX$21,840.00
TotalMX$196,469.20
Activity
Payment received with Cord Payments; quote settledtoday, 12:41
Digitally signed by "Raúl Mendoza" (IP 189.203.44.10)today, 12:36
Opened by the client from the linkyesterday, 18:52
Email sent to the clientyesterday, 11:02
Quote sent — link generatedyesterday, 11:02
Draft createdyesterday, 10:41

PIPELINE

Your real pipeline, not the one in the notebook.

The dashboard groups your quotes by status and tells you how much money is about to close, how much you closed in the month, and your close rate. Decisions with numbers, not hunches.

  • Live KPIs: to close, closed this month, close rate
  • Visual pipeline by status
  • Detect expiring quotes before they expire
Quotes+ New quote
MX$1,806,081in pipeline · 7 openMX$597,849approved, to be collected1awaiting your approval
All14Open7Needs approval1Approved3Paid2ListBoard
Draft2
MX$159,950
COT-0153MX$38,150
TTlapalería La Esperanza
COT-0152MX$121,800
GGrupo Ferrex
Sent3
MX$950,260
COT-0151MX$412,300
CConstructora GAMA
COT-0150MX$148,920
AAceros del Norte
COT-0147MX$389,040
IInmobiliaria Valle Real
Viewed2
MX$695,871
COT-0148MX$196,469
DDistribuidora El Zarco
COT-0146MX$84,311
FFerretería Central
COT-0144MX$611,560
UUrbanizadora Sierra
Approved3
MX$597,849
COT-0148MX$196,469
DDistribuidora El Zarco
COT-0145MX$268,900
GGrupo Ferrex
COT-0143MX$132,480
CConstructora Apex
Paid2
MX$519,020
COT-0142MX$176,238
DDistribuidora El Zarco
COT-0141MX$342,782
OObras del Bajío

WHY IT MATTERS

This is what live tracking actually changes.

Wednesday, September 2312:31
Slack#ventasnowCord: Quote COT-0148 viewed by the clientClient: Distribuidora El Zarco · Total: MX$196,469.20
HomeCustomize
Activity
Opened by the client from the linkCOT-0148 · today, 12:31Digitally signed by "Sofía Ruiz" (IP 201.141.9.30)COT-0145 · today, 11:18Quote sent — link generatedCOT-0151 · today, 10:05Payment received with Cord Payments; quote settledCOT-0142 · yesterday, 17:40Opened by the client from the linkCOT-0131 · Sep 9, 10:22
Needs follow-upToday3
COT-0131Constructora Apex14d no replyMX$88,400→COT-0137Grupo Ferrex9d no replyMX$64,200→COT-0144Urbanizadora Sierra6d no replyMX$611,560→
cordhq.app/app/cotizaciones/COT-0148
Quotes /COT-0148Viewed
DraftSent3Viewed4Approved5Paid
DDistribuidora El Zarco V1Viewing now — Line itemsNet 30 · Valid until Oct 22, 2026 · Created Sep 22, 2026TOTALMX$196,469.20
Details
ProductQty.PriceAmountRebar 3/8" × 12 mpiece340MX$191.48MX$168.50MX$57,290.00Welded wire mesh 6×6sheet180MX$312.00MX$56,160.00Hollow block 15×20×40piece2,400MX$14.20MX$34,080.00Gray cement 50 kgbag120MX$182.00MX$21,840.00
Client attention
1 person·3 opensFirst Sep 22, 2026, 6:52 PMLast Sep 23, 2026, 12:31 PM
Summary1m 12sLine items3m 40sNotes and terms22sApproval and payment48sConversation9s
Opened the PDF · 1Total time on the proposal 6m 11s
cordhq.app/app
HomeCustomize
ClosedCollectedQuotedLast 30 days
MX$920,400.0018%vs. previous period
Aug 24Aug 31Sep 7Sep 14Sep 21
IN PROGRESSTodayMX$1,842,6006 active quotes
CLOSE RATERange41%3 pts17 of 41 sent in the range
NEEDS FOLLOW-UPToday3quotes viewed, no reply

FREQUENTLY ASKED QUESTIONS

Most common questions about live tracking.

Cord sends a real-time notification as soon as the client opens the quote link. The dashboard shows the "viewed" event with the exact date and time, and the number of times the client has opened it. If the quote was viewed multiple times, it usually indicates the client is comparing options.

Yes. Every quote in Cord has a complete timeline: when it was created, sent, viewed by the client (and how many times), approved or rejected, and when the e-invoice was stamped. Any team member can view the history without needing to ask.

Yes. Cord's dashboard shows quotes grouped by status (draft, sent, viewed, approved, invoiced) with the total value of each stage. It includes live KPIs: amount to close, amount closed in the month, and close rate. It also detects upcoming expirations before quotes expire.

Explore the rest of the product.

Public linkEvery quote generates an elegant link with your brand.
Quote editorDrag products from your catalog, negotiate prices line by line, and watch the total recalculate with tax live.
AI CollectionsEvery day, the agent reviews your overdue accounts and writes to each one with its real balance, its days overdue and the link to pay.
DocumentationStep-by-step guides for live tracking.

Stop chasing.
Start knowing.

Your first "viewed" notification is priceless.

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