All products

Everything Cord does from proposal to payment, with the minimum plan for each capability.

Each card shows the minimum plan where the capability is available. Higher plans include everything in the lower ones. When a feature depends on the country, the card says so. Full caps and allowances are in Your Cord subscription.

Quote

Quotes

Build proposals with line items, live margins, validity and terms. Free includes 5 active quotes and 5 sends per month. Minimum plan: Free.

Quote with AI

Paste text or upload a photo or PDF and the AI builds the line items from your catalog for you to review. 3 builds per month on Free; 20, 50 and 500 on Starter, Professional and Scale. Minimum plan: Free.

Products, discounts and taxes

Catalog or free-form lines, discounts and the tax of each line, named after your country’s tax. Minimum plan: Free.

Discounts and coupons

A discount on the subtotal by percentage or amount, and coupons with a code, validity dates, currency, and usage cap for quotes, invoices, and the API. Minimum plan: Free.

Catalog, kits and volume pricing

Products and services with cost and margin, a suggested tax per product, one-click kits, quantity tiers and CSV import. Free allows 50 products; Starter, 500. Minimum plan: Free.

Currencies and locked exchange rate

Quote in another currency and lock the exchange rate when quoting to protect your margin. Minimum plan: Free.

Preview and sending

Share the link by email, WhatsApp or by copying it, and check how your client will see it. Minimum plan: Free.

Follow-up and internal approvals

Quote list and board. Live presence and client attention from Professional; internal approvals by discount, amount or margin from Scale. Minimum plan: Free.

Negotiate and close

Chat and counteroffer

Your client comments on each line or the whole proposal and sends counteroffers from the same link. Minimum plan: Free.

Approval with evidence

The client approves with their name and Cord keeps the approved version, date, time and IP as technical evidence. Supports partial approval by line. Minimum plan: Free.

Client portal

Announcement, welcome, comments and layout of the link your client sees. Removing Cord branding from Starter. Minimum plan: Free.

Get paid

Cord Payments

Card payments inside the link, paid out to your account. Mexico, the United States, Canada, Spain, the United Kingdom, Germany and France. Minimum plan: Free.

Mercado Pago

Online payments in Brazil, Colombia, Argentina, Chile and Peru, and an alternative in Mexico. Minimum plan: Free.

Payment methods

Card, bank transfer with instructions, transfer with automatic reconciliation (SPEI in Mexico; with a reference in EUR, GBP, and USD), and SEPA, ACH, Bacs, or pre-authorized bank debit on invoices. Minimum plan: Free.

Fees

Which fee applies to each payment by method and currency, and which payments carry none. Minimum plan: Free.

Upfront and balance

Charge a percentage on approval and the rest later, from the same link. Minimum plan: Free.

Milestone payment plan

Split a quote into 2 to 24 payments with a date or a condition and, for business clients, optional interest. Minimum plan: Free.

Monthly retainers

Turn a quote into an automatic monthly card charge. In countries with Cord Payments. Minimum plan: Free.

Credit terms

Due on receipt or Net terms of 7, 15, 30, 45, 60, and 90 days, with a per-client credit limit as an exposure signal. Minimum plan: Free.

Invoice portal

One link per client with all their invoices, their balance in each currency, and paying several in a single charge. Minimum plan: Free.

Automatic payments

Your client saves a card or their bank account and Cord charges each invoice on its due date, with retries and notices. In the countries with Cord Payments. Minimum plan: Free.

Payments dashboard

Charges, payouts and balances of your account in one place. Minimum plan: Free.

Refunds

Full or partial refunds of online payments, with their own permission. Minimum plan: Free.

Disputes and chargebacks

When a client disputes a card charge: evidence, response and deadline. Minimum plan: Free.

Invoice

Invoices and credit notes

Invoices with number, PDF, payment link, partial payments and credit notes. 10 standard invoices per month on Free and unlimited from Starter. Minimum plan: Free.

CFDI 4.0 (Mexico)

Stamping with your own CSD, SAT keys per product and CFDI to customers abroad. 30, 200 and 500 tax invoices per month on Starter, Professional and Scale. Minimum plan: Starter.

Invoicing by country

Which document Cord issues in each market: CFDI 4.0 with payment complement in Mexico, and authorized invoices in Argentina, Brazil, Chile, Colombia, and Peru when issuing is active. In Spain, the invoice is registered with the AEAT through Verifactu (beta) from Starter, with your electronic certificate. US sales tax by address from Starter. Minimum plan: Free.

From quote to invoice

Issue the invoice for an approved quote without retyping data. Minimum plan: Free; tax invoices from Starter.

Recurring invoices

Repeat an invoice every month with its data frozen; each issuance is its own document. Minimum plan: Professional.

Collections and AI

Receivables and collections

Receivables from quotes and invoices, aging, promises and reminders. Minimum plan: Professional.

Autonomous collections with AI

An agent that follows up on overdue balances, with your approval or automatically. Minimum plan: Professional.

Treasury and FX Lock

Cash-flow forecast and currency coverage for what you quote in other currencies. 90-day cash flow from Professional. Minimum plan: Free.

Management and reports

Home

KPIs with change against the previous period, pipeline and pending follow-ups, with customizable widgets and a widget library. Minimum plan: Free.

Clients and statements

Directory with terms, credit, tax details and statement. Free allows 50 clients; Starter, 500. Minimum plan: Free.

Tasks

Team to-dos with an assignee, priority, due date, and an email every morning with what’s due today and overdue. Minimum plan: Free.

Notifications

Alerts by email, Slack or Microsoft Teams depending on the event. Minimum plan: Free.

Reports

15 reports: sales, clients, products, payments, taxes, finance, repeat purchase, and team members, with comparison and CSV export. Forecast from Starter; Finance, 90-day cash flow, and Collections from Professional. Minimum plan: Free.

Custom reports

Group and measure your way, save the report for the team, and get it every Monday or every 1st with the CSV attached. Minimum plan: Free.

Automate

Cord Workflows

“When this happens, do this”: alerts, tasks, messages to the client and more. 1 active workflow on Free, 5 on Starter, no cap from Professional. Minimum plan: Free.

Integrations

HubSpot, Shopify, Google Sheets, Excel, Gmail, QuickBooks Online, Xero, Slack, Microsoft Teams, WhatsApp Business, Make, Zapier and n8n. Minimum plan: Free.

Developers

REST API

Quotes, clients, products, invoices and collections through the API. 100 requests per month on Free; 1,000, 5,000, 10,000 and 50,000 on paid plans. Minimum plan: Free.

Webhooks

Signed events with durable delivery. Manual redelivery from Professional. Minimum plan: Free.

MCP server

Connect AI assistants to your account. Agent governance from Scale. Minimum plan: Free.

CLI

Cord Elements

The embeddable quote builder for your site, with React, Web Components and your own appearance. Minimum plan: Free.

OAuth for apps

External apps connect with OAuth 2.0 instead of asking you for an API key. Minimum plan: Free.

Cord Workbench

API keys, webhooks, events, logs and the health of your integration. Minimum plan: Free.