Create an account: Overview

Set up your workspace in minutes to issue quotes and stamp CFDI 4.0 invoices.

Your B2B environment, ready step by step

Cord is designed so any company, anywhere, can digitize their sales process in record time. To help you make the most of the platform, we built a floating Setup Widget (bottom-right corner), organized into 5 sections with sub-steps and a progress ring that updates on its own as you complete each one — you can minimize it to a pill in the top bar without losing your progress.

1. Business
   • Branding: logo and contact details for your public link.
   • Tax details: complete your country’s invoicing identity — in Mexico that’s the CSD for CFDI 4.0; outside Mexico, your legal name, your local tax ID, and your address.
   • Document: the message, terms, and welcome copy that go on your PDFs and portal.
2. Catalog
   • Products: add at least one product or service.
   • Clients: register your first client.
3. Selling
   • Quote: create your first quote, manually or with Cord AI.
   • Send: send that quote — to the prospect’s email, or by sharing the magic link.
4. Money
   • Online payments: turn on card payment from the public link (where your country supports it).
   • Payment: record the first payment received, online or reconciled by hand.
5. Team: invite a second team member with the right role.

Every task marks itself done automatically as soon as Cord detects the change in your account — no checkbox to tick by hand. The section open by default is always the first one you still have pending.