Quotes
Guides for sending and managing interactive quotes.
Create a quote or an invoice step by step
Cord's editor from start to finish: client and terms, lines, terms of sale, preview, sending, autosave and shortcuts.
Structure of an interactive quote
Learn about the elements that make up Cord web quotes and how to customize them.
Approve and reject deals (Customer flow)
How quote approval works from the end customer's perspective.
Add credit terms (Net 7 to Net 90)
How to sell on trade credit and how payment is collected once the term lapses.
Tracking and read notifications
Find out exactly when your client opens and views your quotes.
Team tasks and reminders
Create to-dos with an assignee, due date, and priority, organize them by urgency, and get an email every morning with what's due today and overdue.
Document discounts and coupons
How to apply a percentage or amount discount to a whole quote or invoice, create coupons with validity and usage limits, when a use is counted and how it shows on the CFDI and other documents.
Automate with Cord Workflows
Create flows that react to what happens in Cord: when a quote is approved, create a task, email the client, post to Slack, or send the data to another tool.
Apply discounts or promotions
Negotiate each line item's price, apply the client's automatic discount or a discount on the whole document.
Configure quote validity
Add an automatic expiration date to your proposals.
Duplicate or Clone Quotes
Speed up your process by cloning previous proposals.
Multi-currency quotes
Send proposals in USD, EUR, or MXN.
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