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The secret to closing B2B deals faster is acting at the exact moment your prospect is reading your proposal. Cord equips you with silent tracking capabilities.

What does the system monitor?

From the moment you send the quote link via email or WhatsApp:

  • Open: You will know the exact day and time the prospect opened the quote (“viewed” event in the timeline).
  • Viewing now: While the client has the quote open, you see it live on the detail view with the “Viewing now” indicator (depending on your plan).
  • Decision: Every approval, rejection, counteroffer, or comment from the client is recorded in that quote’s timeline.

Configure email and Slack notifications

Go to Settings > Notifications. There you’ll find an event × channel matrix (email and Slack, the latter once you’ve set up a webhook) where you turn each alert on or off independently:

  • Quote viewed for the first time.
  • Quote approved.
  • Quote rejected.
  • Payment received.
  • Quote about to expire.
  • Payment overdue.
  • A new member joins the team (email only; this one doesn’t post to Slack).

There are no native browser-push or mobile-app notifications — the two channels available today are email and Slack.


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