Complete application map

An end-to-end view of where every Cord operation begins, changes, and finishes.

Cord organizes work around one commercial cycle: record the client, prepare the offer, negotiate, approve, collect, invoice, and follow up. Sections aren’t isolated databases; they expose different stages of the same clients, documents, and money movements.

The primary workflow

1. Create or import the client under Clients.
2. Create reusable products, services, or kits under Products.
3. Prepare a quote manually, from a kit, or with an AI draft.
4. Send the public link. Cord records the first view and keeps document activity.
5. The client can chat, approve or reject, and choose a payment method when one is available.
6. Cord records an online payment or a manually marked payment.
7. The operation appears under Invoices and Collections according to its document, outstanding balance, and due date.
8. Reports and Performance aggregate those results without creating another copy of the operation.

Where each task lives

Section	Route	Purpose
Home	/app	KPIs, pipeline, recent activity, and follow-up items.
Quotes	/app/cotizaciones	Create, search, filter, open, edit, duplicate, send, and print quotes.
Clients	/app/clientes	Directory, CSV import, commercial terms, tax data, credit, and statements.
Products	/app/productos	Catalog, prices, taxes, volume pricing, import, and export.
Kits	/app/productos/kits	Bundles of line items inserted together into a quote.
Collections	/app/cobranza	Receivables, overdue balances, aging, client exposure, and follow-up.
Collections agent	/app/cobranza/agente	Configure and supervise AI collections when included in the plan.
My money	/app/cobros	Payments, payouts, balances, refunds, and dispute access.
Invoices	/app/facturas	Issue, inspect, export, and follow up on fiscal or commercial documents.
Recurring invoices	/app/facturas/recurrentes	Schedule repeated issues; requires Pro or above.
Reports	/app/informes	Overview, commercial diagnosis, finance, cash flow, collections, clients, and products.
Performance	/app/desempeno	Results attributed to the person who created or duplicated each quote.
Workflows	/app/workflows	“When this happens, do this” automations, ready-made ideas, and run history.
Integrations	/app/ajustes/integraciones	Apps directory (HubSpot, Slack, Make, Zapier) with a page per app.
Settings	/app/ajustes	Account, business, branding, fiscal, payments, team, security, integrations, and plan.

Quote states

State	Operational meaning
draft	Editable draft that hasn’t been sent.
sent	Sent; the public link is available to the client.
viewed	The client opened the quote for the first time.
approved	The client recorded approval. A balance may remain outstanding.
rejected	The client rejected the proposal.
expired	Its validity period ended without closing.
paid	A non-recurring flow is paid according to its recorded charges.
invoiced	An invoice document is associated with the operation.

A recurring quote doesn’t become permanently paid: each installment creates its own payment and the subscription keeps a separate status.

Active organization and test mode

Cord is multi-company. Every client, product, quote, invoice, member, and setting belongs to the active organization. If you can access more than one, verify the organization switcher before importing, issuing, or configuring anything.

Test mode uses a separate sandbox organization. Its data doesn’t mix with production, and its keys, webhooks, and operations are test assets. Records created inside the sandbox won’t appear after returning to live mode.

Permissions that change the experience

The owner always has full access. Other members receive presets or section-level permissions for quotes, approvals, collections, clients, products, analytics, settings, payment configuration, refunds, and team administration.

If an action is missing, first check the member’s permission, then the plan and the setup required by that capability.

What changes by country

• Signup is available in 12 markets: Mexico, the United States, Canada, Brazil, Spain, the United Kingdom, Germany, France, Colombia, Argentina, Chile, and Peru.
• Online payments are available in the first eight. The last four can quote, issue commercial invoices, and manage collections, but can’t activate Cord Payments yet.
• Dynamic SPEI is Mexico-only.
• Mexico can issue CFDI 4.0 with a valid CSD.
• Outside Mexico, Cord issues a commercial invoice. Spain uses the Verifactu rail only when both the account and Cord’s regulatory integration are enabled.

Before treating something as an error

Check these in order:

1. active organization and test mode;
2. member permission;
3. plan limit or capability;
4. operating country and compatible method;
5. required client, issuer, or document fields;
6. previous quote, invoice, or payment state.

Then open the guide for that section. The Support Center handles specific incidents; these guides explain the complete operating model.