Cord Studio: design how your client sees the quote

With Cord Studio you decide how your client sees the quote link: your brand’s colors, typefaces, and background, and your own blocks such as a cover, photos, a video, a timeline, or testimonials, alongside Cord’s, which fill in on their own with the line items, the total, and the button to approve and pay.

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

Requirements

• The Settings permission for your business’s theme and designs.
• The Quotes permission and the Professional plan to choose a quote’s design or design it on its own.
• A computer: the editor needs the width of a desktop screen.

What’s on every plan and what’s from Professional

Cord Studio is on every plan: the full theme, your designs with their sections and your own blocks, the photo and video library, moving Cord blocks to another place or column, the default design, and the Code panel.

From the Professional plan (also on Scale and Developer) you get two more things:

• Customize Cord blocks: their text, the total’s size and alignment, a centered header, how line items look, the footer caption, and their surface.
• Design for each quote: a quote goes out with another of your saved designs or with its own.

Without that plan, or if you downgrade, what you saved is kept but not applied: your quotes go out with the default design and Cord blocks look as usual. A quote you already sent keeps its design.

Choose the theme of your links

1. Open Settings › Brand appearance › Identity and, at the bottom, click Design the quote.
2. Choose a ready-made theme (Editorial, Studio, Boutique, Minimal, Technical, or Forest) or start from Your brand.
3. Adjust the page layout (Card, Document, or Web page), colors, background, typefaces, shape, and motion. The preview shows your quote with every change.
4. Click Save changes.

The theme applies to all your quote links, including the ones you already sent.

Build a design

1. Open Quotes › Designs and click New design.
2. In the editor, add blocks from the Add tab, with the + between blocks, or by dragging them onto the page. Your photos and videos are uploaded in the Media tab and can also be dragged onto the page.
3. Click any text to type. Use variables such as {cliente.nombre} or {folio} so each quote shows its own details.
4. The editor saves on its own. Go back with the arrow on the left.
5. Click Use for my quotes so the quotes you send from now on go out with that design.

Your photos, logos, and videos

They live in your business’s media library, in the editor’s Media tab: you upload them with Upload or by dragging them, give them a name and alt text, and delete them. They’re used by the Image, Gallery, Video, and Logos blocks, the Team and Testimonials photos, section, block, and page backgrounds, and the canvas Image tool.

• Formats: JPG, PNG, WebP, AVIF, GIF, or SVG up to 15 MB, and MP4 up to 6 MB. A video can also be a YouTube or Vimeo link.
• Space: 100 MB on Free, 1 GB on Starter, 5 GB on Professional, and 20 GB on Scale and Developer. Each file counts already optimized.
• Privacy: Cord stores each image optimized and without the file’s metadata, such as the location, and never serves the original file.
• Backgrounds: over a photo or a video, text turns white or black depending on the tint so it’s always readable, or it goes on a card. The total, the line items, and the approval never sit on the photo.
• Deleting: what your client already received doesn’t change. A photo or video that only appears in quotes already sent leaves the library, but those quotes keep showing it and it keeps taking up space.

What changes and what doesn’t

• The quotes you already sent don’t change design. Each one keeps the design it went out with, even if you edit or archive that design.
• The theme does apply to all of them, except for anything a design changed just for itself.
• The PDF and the email keep their PDF document and Email format and take the theme’s colors and typography. Invoices, the portal, and the payment page take them too; nothing tax-related moves.
• The blocks your client needs to approve can’t be removed: header, quote details, total, line items, payment plan, notes, legal text, and approval and payment. They can be moved, as long as they stay before approval.

Common issues

• I don’t see Designs or Design the quote. Cord Studio isn’t enabled on your account yet. Write to us.
• I can’t upload more photos or videos. You reached your plan’s space. Delete something in Media or change plans in Settings › Plans & subscription.
• I can’t delete a photo. A design, a draft’s custom design, or your theme background uses it: the library tells you where. Remove it there first.
• The editor doesn’t save. Check the items to review in the top bar: Why can’t I remove a block or save my design?.
• Something says From Professional. It’s one of the two Professional plan features: customizing Cord blocks or design for each quote. You can change your plan in Settings › Plans & subscription.

Related

• Design a single quote before sending it
• Why can’t I remove a block or save my design?
• Cord Studio in the documentation