Quote editor with negotiated pricing
Create interactive quotes from a catalog, adjust prices per line item, apply volume discounts, and define terms such as cash, Net 30, or Net 60. The total recalculates with VAT in real time.
Cord
Cord es una plataforma web para crear cotizaciones, obtener aprobación, cobrar y facturar desde un solo enlace interactivo. Está pensada para startups, agencias y equipos comerciales que quieren reducir trabajo manual y automatizar parte del cierre de ventas.
Overview
Cord is a proposal, approval, and payment platform that brings the sales process together in a single interactive link. It lets you create quotes with products, negotiated pricing, payment terms, and custom branding, so customers can review them, approve them, and, when applicable, pay or remain on credit without leaving the flow.
The proposal then turns into automated invoicing, with support for CFDI 4.0 in Mexico and commercial invoices in other markets according to the information on the site. It also includes open tracking, AI automation, margin control, and options to embed the quote builder or connect it with other systems.
Main features
Approval in a single link
Send a quote as a branded link so the client can open it on mobile, approve it, and, if applicable, pay online without creating an account or downloading PDFs.
Real-time tracking
Receive alerts when the client opens or approves the proposal, so you can follow up without relying on manual emails or WhatsApp messages.
Automated invoicing
Generate automated invoicing from the approved quote, with CFDI 4.0 in Mexico and commercial invoices in the rest of the world, without re-entering data.
AI automation
Use AI features to draft quotes from free text or emails, and to manage collections with assistants that negotiate payment plans with overdue customers.
Integration and embedding options
Integrate the quote builder into your own websites or applications through Cord Elements, webhooks, REST API, or connectors with Zapier, Make, and n8n.
Use cases
Fast sales closure
Startups and agency teams that need to send proposals quickly, follow up on opens, and close deals without long administrative processes.
Product and volume quoting
Businesses with large catalogs or volume orders that need line-item pricing, tiered discounts, and credit terms defined in the quote.
Automated invoicing from approval
Businesses that want to issue invoices from the approved proposal without re-entering data or moving the process to another portal.
Embedding and integration with internal systems
Teams that need to embed the quote builder in their own website or app, or trigger external actions through API, webhooks, or automation tools.
Assisted collections and payment follow-up
Operations with recurring collections or overdue customers that want to use AI automation to propose payment plans and record agreements.
Pros and Cons
Pros
- Unifies quoting, approval, payment, and invoicing in a single flow.
- Allows you to work with your own brand and without requiring the client to create an account.
- Includes live tracking so you know when a proposal is opened or approved.
- Offers AI automation for quote creation and collections.
- Provides no-code usage options, REST API, webhooks, and embedding in web or app experiences.
Cons
- The publicly available evidence does not fully detail all integrations, technical limits, or the full scope of each plan.
- Some advanced capabilities appear on product or pricing pages, but they are not described with the same level of detail for every use case.
FAQ
What happens after the client approves a quote?
Cord centralizes the sales cycle in a single interactive link: the client can review the proposal, approve it, and, depending on the defined terms, pay or remain on credit. After approval, the flow moves to automated invoicing.
Does Cord have a free plan?
Yes. The site shows a Free plan and several paid plans with annual billing, plus a custom Developer option. The pricing page indicates that you can cancel anytime and that taxes are included.
Can Cord be integrated with other systems?
Yes. On the startup solutions page, Cord is described as offering everything from no-code visual setup to a REST API, plus webhooks to connect with tools like Zapier, Make, or n8n.
Can I embed Cord's quote builder on my website?
Yes. The site describes Cord Elements as an embedded quote builder for any website, with options for Web Component, React, and Vue.
Is Cord only for companies in Mexico?
The available evidence shows support for businesses in Mexico and the rest of the world, with automated electronic invoicing and mentions of CFDI 4.0 for Mexico and commercial invoices in other markets.
Quick Facts
- Category
- Sales automation / quoting
- Platform
- Web
- Website
- cordhq.app
- Focus
- Quotes, approval, collections, and invoicing in a single flow
- Target users
- Startups, agencies, resellers, and sales teams
- Pricing model
- Free plan, paid annual plans, and custom option
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