Copy for AI

Configure your account

Enter your company’s general data and manage your team’s permissions.

1. General company data

The first step is to register your company in Cord. Go to Settings > General to fill in the following information:

• Name: This is how your clients will see your company on quotes and public links.
• Currency: the currency you quote and charge your clients in (not your Cord subscription’s currency, which follows your country — see Your subscription).
• Contact email, phone, and address.
• Website and WhatsApp (shown on your public link).
• Your business’s Privacy Notice: the https:// address of the page where you explain how your business uses your clients’ data. Toward your clients, your business is responsible for that data: they see this link next to the platform’s Privacy Notice on your quotes, invoices, portal, automatic payments and collection pages. If you don’t set it, they only see the platform’s, and Settings recommends adding yours. Only an https:// page on a domain is accepted, without a username or password and up to 500 characters.
• Country of operation: sets the regulatory rail Cord uses — which tax fields it asks for, which tax rates it seeds by default, and the invoicing vocabulary (see below).
• Time zone: used to calculate and display the dates on your quotes and invoices.
• Language: applies to the app, your public links, and the emails Cord sends on your behalf. Each person can see the interface in another language from Your preferences; what your clients receive stays in this one, except for clients you give another language in their record (see Document language).

The tax details used for invoicing (Legal name, your tax ID, fiscal address) are captured separately, under Settings › Invoicing › Tax details. That form changes based on your country: in Mexico it asks for RFC and Tax Regime and enables the CSD for CFDI 4.0 (see Add tax information); outside Mexico it asks for your legal name, your local tax ID (NIF/CIF in Spain, EIN/Tax ID in the US…), address, and invoice prefix — Cord issues a numbered invoice with an immutable copy and a PDF. Cord does not automatically file it with the local tax authority. In Spain, Verifactu (in beta) requires Starter or higher and a valid electronic certificate; see Fiscal invoicing by country.

2. Invite your sales team

Selling is usually a team effort. From the Pro plan, Cord lets you invite as many team members as your plan allows (you’ll see your seat usage and limit right on the screen). Go to Settings > Team and permissions and select Add member. See Team, permissions, and security.

Roles and permissions

Every invite starts from a permission preset you can use as-is or customize field by field:

• Admin: almost all control, including the team; the Refunds permission isn’t enabled by default.
• Sales rep: quotes, clients, products, and analytics; doesn’t manage settings or approve.
• Read only: can enter the app without modification permissions, useful for audits.
• Custom: toggle individual permissions (quoting, catalog, clients, collections, settings…) when none of the three presets fits.

From each member’s profile you can see their effective role, last session, recent activity, edit their permissions, resend the invitation, revoke access, or re-invite them if already revoked. If you restricted invitations to your company’s email domains (Settings > Security), an invite to an address outside those domains is rejected before it sends. A member who signs in through SSO has permissions managed by your identity provider and isn’t edited here.

3. Quote defaults

If your business sells on credit (you don’t charge upfront, but on 7, 15, 30, 45, 60, or 90-day terms), you don’t have to configure it manually on every quote.

Go to Settings > Quotes > Numbering & tax to set the values every new quote starts with:

• Default validity (days).
• Default payment terms: Due on receipt or a Net term of 7, 15, 30, 45, 60, or 90 days. Every new quote inherits this term (you can still change it per quote, and the client’s profile wins when you pick one). See Credit terms.
• Default deposit (%).
• Quote number prefix and the legal notice that accompanies the PDF.

If you get paid in stages, in Settings > Quotes > Payment plans you save milestone plan templates to load in the editor and decide whether financing interest is allowed, with its default rate, cap and tax. See Milestone payment plan.