Design a single quote before sending it

Any draft can go out with another of your saved designs or have its own design: a cover with the client’s name, photos of a similar project, a timeline for that project, or a testimonial from their industry. What you change applies only to that quote and doesn’t touch your saved designs.

This feature is new and may not be enabled on your account yet. If you don’t see it, write to us.

Requirements

• The Professional, Scale, or Developer plan. Without it, the quote goes out with the default design; what you saved for it is kept and applies again if you go back to Professional.
• The Quotes permission in your role.
• A new quote or one that’s a Draft.

Choose another saved design

1. Open the quote in its editor.
2. In the Design section, after Note for your client, choose a thumbnail: Default, another of your saved designs, or Custom design, if the quote already has one.
3. Save the draft. The choice is also saved with autosave and is locked in when you send the quote.

If the quote has a custom design and you choose another one, Cord asks Change this quote’s design? and, when you click Change design, the custom design is discarded.

Design the draft

1. Build the quote and save it as a draft.
2. On its detail page, click Design this quote, or in its editor, Customize this quote. You can also get there from Quotes › Designs, with Design next to the quote number.
3. The editor opens the quote with its real data and the design it would go out with today.
4. If the business has saved designs, choose one in Start from a saved design. It replaces what the quote had; the notice includes Undo.
5. Change whatever you need. The editor saves on its own a few seconds after each change.
6. Go back to the detail page and send the quote.

After you send it

When you send it, Cord locks in its design: its custom one, the one you chose, or the default. If the design you chose was archived before you sent it, it goes out with the default. Editing or archiving the design you started from doesn’t change what your client already received, and a new version of the quote keeps the same design. If you open Design this quote on a sent quote, Cord takes you back to its detail page.

The only thing that keeps changing is your business theme: if you change your colors or typefaces in Settings, the link picks them up, except for anything the design changed just for itself.

The design’s photos and videos stay too: if you delete from your library one that only appears in quotes already sent, it leaves the library, but those quotes keep showing it and it keeps taking up space. One used by a draft’s custom design isn’t deleted until you remove it there.

Common issues

• I don’t see Design this quote. The quote has already been sent, your role doesn’t have the Quotes permission, or Cord Studio isn’t enabled on your account yet.
• “This quote has already been sent: its design can’t change.” It was sent while you had the editor open. A new version changes the line items and prices, but not the design.
• Start from a saved design doesn’t appear. The business doesn’t have any designs yet. Someone with the Settings permission creates them in Quotes › Designs.
• I can’t choose another design. Without the Professional plan you can only choose Default. With the plan, the business doesn’t have other saved designs yet, or you’re on a new version, which keeps the design it was sent with.
• Design this quote says From Professional. Your plan doesn’t include design for each quote: the button opens Settings › Plans & subscription. The same goes for Design in Quotes › Designs, and if you type the address of a quote’s editor into your browser, Cord takes you back to its detail page.

Related

• Cord Studio: design how your client sees the quote
• Why can’t I remove a block or save my design?
• Design a single quote in the documentation