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Email and Slack notifications

Find out by email or Slack when your client views, approves, rejects, or pays a quote without checking the dashboard.

Availability
Live
Product
Quotes
Scope
Email and Slack

Find out the moment it happens, not when you check the dashboard

A matrix of 7 events by 2 channels (email and Slack) under Settings › Notifications. Check the boxes you want and they save instantly.

Key benefits:

  • Email to the account owner: viewed, approved, rejected, payment received, about to expire, overdue, and team; approved/rejected/paid come on by default from day one.
  • Slack for the whole team: connect an Incoming Webhook and post the same events to your channel, with folio, client, total, and a direct link.
  • No false noise: only what you actually checked fires; nothing gets posted "just in case".

How it works

  1. Choose channel and event in Settings.

  2. Cord saves the preference matrix as each option changes.

  3. When a view, approval, rejection, or payment occurs, it sends only enabled alerts.

Availability and scope

Seven event classes across email and Slack, with number, customer, total, and link when the channel supports that context.

Clear limits

Slack requires an Incoming Webhook configured by the organization. Cord does not publish disabled events or replace internal history with external messages.

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