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Quotes
Guides for sending and managing interactive quotes.
Approve and reject deals (Customer flow)
How quote approval works from the end customer's perspective.
Duplicate or Clone Quotes
Speed up your process by cloning previous proposals.
Multi-currency quotes
Send proposals in USD, EUR, or MXN.
Apply discounts or promotions
Add line-item or total discounts to your proposal.
Structure of an interactive quote
Learn about the elements that make up Cord web quotes and how to customize them.
Tracking and read notifications
Find out exactly when your client opens and views your quotes.
Add credit terms (Net 30/60)
How to sell on trade credit and how payment is collected once the term lapses.
Configure quote validity
Add an automatic expiration date to your proposals.
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