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)
Discount, amount and margin thresholds that hold a quote until someone with permission approves it, and what the sales rep sees meanwhile.
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
Know when your client opens your quote and what they decide, with email or Slack alerts for each event you choose in Settings › Notifications.
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
Apply a percentage or fixed discount to a whole quote or invoice, create coupons with validity and usage limits, and see when a use is counted.
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
Set how many days your quote is valid: once it expires, the link shows it as expired and no longer accepts approvals, rejections or counteroffers.
Duplicate or Clone Quotes
Duplicate any quote into a new draft with its own number and link: what is copied, what is not and how it counts toward your active quotes limit.
Multi-currency quotes
Quote in any of Cord’s 14 currencies: your client sees and pays the link in that currency, and the invoice declares the rate locked when you quoted.
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