Everything we are building.
What you can use today and what comes next, with clear scope, availability, and limits.
Product initiatives
19 initiatives
Quote Editor
Negotiated prices line by line. Drag and drop products, apply volume discounts, and adjust margins in real time with live tax calculations.
Interactive Public Link
Your client approves in one click from their phone. Forget about static PDFs. Deliver a professional and digital brand experience.
Live Tracking
We alert you by email or Slack the moment your client opens the quote, and you can see live whether they are still viewing it. Call them when they are most interested and close more deals.
Cord Elements
Embed our quoting engine directly into your company portal or website. Stable SDK (React, Vue, Web Component) with headless hooks to build your own experience.
Trust seal & verifiable signature
Every approved quote is tied to a SHA-256 hash, the client IP, and the exact date. A visible seal identifies the accepted version before invoicing continues.
Clients & Credit (Net 30/60)
Assign credit limits and payment terms per client. Cord blocks new quotes if the client exceeds their limit or has overdue invoices.
Multi-currency & FX
Quote and charge in your client currency, keep your books in yours. The exchange rate locks for 30 days at quote time and the invoice states it.
AI Collections
An intelligent agent that writes polite email reminders with the real payment link once credit terms lapse. If the client cannot pay in full, it can negotiate a plan of 2 or 3 monthly installments.
Deposits and Partial Payments
Ask for a deposit on approval and the balance per terms. The client sees a clear breakdown and pays each part online, straight to your bank.
Cord Payments
Collect quotes and invoices from the same link your client already knows. Cards in supported markets and SPEI for MXN transactions.
CFDI 4.0 in Cord Invoicing
The Mexican rail of Cord Invoicing: stamped directly with the SAT. Approving the quote issues the PUE invoice with zero retyping. Mexico-only.
Verifactu in Cord Invoicing
The Spanish rail for Cord Invoicing: chained records, a verification QR, and AEAT submission once regulatory activation is complete.
RFC & Tax ID Validation
Automatic reading of your clients tax situation certificates via OCR. Avoid stamping errors due to incorrect zip codes or tax regimes.
International commercial invoicing
Invoice in the country where you sell and in the currency of the sale. CFDI 4.0 with the SAT in Mexico; everywhere else, an invoice with your brand, its own numbering, and the exchange rate stated on it.
Email and Slack notifications
Find out by email or Slack when your client views, approves, rejects, or pays a quote without checking the dashboard.
Cord Invoicing
Create, issue, deliver, and collect invoices from one inbox, with number, balance, client link, activity, and fiscal files when applicable.
Integrations & flows
Connect Cord to the tools you already use and chain automatic actions: when X happens on a quote, make Y happen without writing code.
Contract lifecycle
A sale does not end at payment: it expires, renews, and gets renegotiated. One-click renewals, duplicate and adjust, and a heads-up before it expires.
Custom payment structures
Payment schedules your way: deliverables, project milestones, or your own dates. Each milestone with its amount, condition, and charge.
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