Cord

Cord centralizes your entire commercial cycle into one interactive experience, eliminating the need for clients to download anything or create accounts. Key features include: • Margin-intelligent proposal generation • Legally binding approval processes • Automated collections management • Streamlined invoicing • Live tracking of client engagement This platform transforms proposals and agreements into instantly actionable transactions. It provides a robust quote editor for negotiating prices line by line, public links for easy client approval, and real-time tracking so you know the exact moment a client views your proposal. Internal margin controls with customizable thresholds and approvals ensure profitability, while multi-currency and FX capabilities simplify international transactions. Cord also offers advanced financial tools such as predictive cash flow and risk analysis, along with client and credit management features including Net 30/60 terms and credit limits. For operations, it supports CFDI 4.0 invoicing in Mexico and commercial invoicing globally, alongside robust roles and team permissions for multi-entity management. Ideal for enterprise businesses, startups, agencies, B2B SaaS companies, wholesalers, and development teams seeking to optimize their sales, payments, and invoicing workflows. Cord connects seamlessly with existing ERPs via its REST API, making it a comprehensive solution for managing the entire commercial lifecycle from proposal creation to payment collection.