The best first impression
When you send a quote, your client doesn't receive a dead file attached to an email. They receive a unique, secure link where your brand takes center stage.
Upon opening the link, the client can see the full product details, payment terms, and most importantly, a prominent "Approve Quote" button.
Key benefits:
- Frictionless approval: Your client doesn't need to create an account to accept terms.
- Mobile-optimized: Most decision-makers review emails on their phones. Our link looks perfect on any device.
- Immutable history: Once approved, the quote is frozen, preventing confusion over which PDF version was correct.
How it works
Cord creates a unique token when you send the quote.
The client opens the link without an account and reviews line items, terms, and documents.
Approval, rejection, or payment is recorded against the same version of the deal.
Availability and scope
The link works on desktop and mobile, adapting language, currency, and payment methods to the organization and document.
Clear limits
A link allows reviewing and acting on one specific quote. It does not expose the rest of the account, catalog, or other customers.