Your designs
Build your quote with a cover, timeline, testimonials, and more, and choose which one your quotes go out with.
This feature is new and may not be enabled on your account yet. If you don’t see it, write to us.
What it is
A design is a quote built from blocks: Cord blocks, which fill in on their own with each quote’s details, and your own, which you write once and repeat on every quote that goes out with that design. Designs live in Quotes › Designs, under Quotes in the sidebar.
Requirements
- The Settings permission in your role: creating and changing a design affects the whole team.
- Cord Studio enabled on your account.
Someone with only the Quotes permission can’t open Designs, but can design a single quote from its detail page, with the Professional plan.
Create a design
- Open Quotes › Designs and click New design.
- The visual editor opens with the Cord card and the name My design. Change it in the top bar.
- Add your blocks, type on the page, and adjust the theme if you want it to differ from your business’s.
- The editor saves on its own a few seconds after each change. Click the arrow on the left to go back.
What you can do with each design
| Action | What it does |
|---|---|
| Edit | Opens the design in the visual editor. It also opens when you click its thumbnail. |
| Use for my quotes | Makes it the default design: the quotes you send from now on go out with it. It shows the In use tag. |
| Stop using | Your quotes go back to going out with the Cord card. |
| Duplicate | Creates a copy with the same content and the name followed by “2”. |
| Archive | Removes it from the list. The design in use can’t be archived: stop using it first. A draft that had it chosen goes out with the default. |
Each row shows how many custom blocks the design has and when it was edited. The thumbnail shows the icons of its first custom blocks.
The design in use
Only one design is In use at a time: it’s the same Default design you choose in Theme and default design. Changing it in one place changes it in the other.
The quotes you already sent don’t change: each one keeps the design it went out with. Editing the design in use doesn’t change them either; it only affects the ones you send afterward. With the Professional plan, a quote can go out with another of your designs: you choose it in the Design section of its editor.
Design a quote
Below your designs, Design a quote lists your 20 most recent drafts with their number, client, total, and the design they would go out with: Custom design, the name of the design chosen in its editor or of the design in use, or Cord card. Design opens the editor with that draft’s real data. Guide: Design a single quote.
Designing a single quote is part of the Professional plan. Without it, the section says From Professional and its Design buttons take you to Settings › Plans & subscription.
Limits
- Up to 100 designs per business, including archived ones.
- The name is 1 to 80 characters.
- Each design has up to 40 blocks.
Common problems
- “Stop using this design before archiving it.” Click Stop using or choose another one to use, and archive it afterward.
- “You’ve reached the limit of 100 designs.” Archived designs also count toward the limit. Duplicate and edit one of the ones you have, or write to us.
- “That design no longer exists.” Someone else archived it while you had it open. Reload the page.
- I don’t see Designs in the sidebar. Cord Studio isn’t enabled on your account yet. Write to us.
- Designs says I don’t have access. Your role doesn’t have the Settings permission. Ask whoever manages your team for it.
- Design a quote says From Professional. Your plan doesn’t include design for each quote. Your designs, the design in use, and the editor are still available.