Cord Studio
Your quote, with your cover, your timeline, and your colors. Cord makes sure your client always sees what they need to approve.
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
Cord Studio is the set of tools you use to decide how your client sees the quote link. It has three parts:
- The theme. The colors, background, typefaces, corners, spacing, motion, and page layout (card, document, or web page). It starts from the brand you already set up in Identity.
- The designs. A quote built from blocks: your own (cover, text, canvas, timeline, testimonials, and more) and Cord’s, which fill in on their own with each quote’s details (line items, total, approval, and payment).
- The visual editor. The real quote in full screen, where you click any block to edit it, add blocks, and see how it looks on desktop, tablet, and mobile.
Where to find it
| Where | What you do there | Permission |
|---|---|---|
| Settings › Brand appearance › Identity, the Design the quote link at the bottom of the page | Your business’s theme and the Default design. Guide: Theme and default design. | Settings |
| Quotes › Designs in the sidebar | Create, edit, duplicate, use, and archive designs, and see the drafts you can design. Guide: Your designs. | Settings |
| A quote’s editor, Design section | Choose which of your saved designs that quote goes out with. From the Professional plan. Guide: Design a single quote. | Quotes |
| A draft’s detail page, Design this quote button | A design that applies only to that quote. From the Professional plan. Guide: Design a single quote. | Quotes |
While Cord Studio isn’t enabled on your account, the Design the quote link, Designs, the Design section of the quote editor, and Design this quote don’t appear, and your links look the same as always.
Theme, designs, and blocks
- Business theme. You choose it once in Settings and all your links use it. If you never choose anything, the link uses your brand from Identity, as it has until now.
- Design. The order of the blocks, their content, and their style. A design can also change the theme just for itself, from the editor’s Theme tab.
- Cord blocks. Header, quote details, total, line items, payment plan, notes, legal text, approval and payment, conversation, contact, and footer. You can move them to another place or column and, from the Professional plan, customize their text, how they look, and their surface, but what they show comes from each quote.
- Your own blocks. Cover, text, columns, timeline, stats, FAQ, team, testimonials,
sign-off, divider, and canvas. You write them, and they can include
variables such as
{cliente.nombre}. - Default design. The design used by quotes that don’t have their own or another one chosen. If you don’t choose one, they go out with the Cord card, the usual design.
Which design each quote goes out with
When you send a quote, Cord takes, in this order:
- Its custom design, if someone designed it from its detail page or with Customize this quote.
- The design you chose in the Design section of the quote editor.
- The business’s default design.
- The Cord card, if there is none of the above.
The first two are part of the Professional plan: without it, the quote goes out with the default or with the Cord card. If the design you chose is archived before you send the quote, it goes out with the default.
That design is locked in when you send it: editing or archiving the design afterward, or choosing another default, doesn’t change what your client already received. A new version of the same quote keeps the design it was first sent with.
What isn’t locked in is the business theme or your brand: if you change your colors or typefaces in Settings, all your links pick them up, including those already sent, except for anything a design changed just for itself.
What a design can never change
Cord checks every design before saving it, in the editor and in the Code panel, so your client can always read and approve:
- The blocks your client needs before approving can’t be removed: header, quote details, total, line items, payment plan, notes, legal text, and approval and payment. Each one appears only once. The payment plan and notes don’t show on a quote that doesn’t have them.
- They all go before approval. The client reads them before approving.
- A Cord block shows on every device. It can’t be hidden on mobile or on desktop.
- A Cord block goes on a solid color. If you make it transparent, it’s read over the page background, which must be a color or a gradient.
- Text is always readable. Text, muted text, and the success and error colors need a contrast of at least 4.5 to 1 on the quote’s surface and on the background of each Cord block.
- A design has up to 40 blocks and weighs up to 64 KB.
While a design breaks one of these rules, the editor shows how many items are left to review and doesn’t save it. Details in The visual editor.
Behavior and edge cases
- Only the quote link changes. The PDF that’s downloaded or printed keeps the format from Settings › Quotes › PDF document, and the email keeps the one from Settings › Notifications › Email.
- Quotes you sent before Cord Studio keep the Cord card.
- A draft shows with the design it would go out with today. The link preview of a draft uses its custom design, the one you chose, or the current default.
- Anyone who asked their system for less motion sees the quote still, even if the theme has animations.
- The editor doesn’t send anything or count as a visit from the client.
Limits
Cord Studio is on every plan. From Free you get the full theme (backgrounds, typefaces, and page layout), sections and your own blocks, moving Cord blocks to another place or column, several saved designs, choosing the default, and the Code panel.
From the Professional plan (also on Scale and Developer) you get two more things:
- Customize Cord blocks: their own text (the total’s label, the title of the line items, notes, legal text, conversation, and contact, and the approve button’s text), the total’s size and alignment, a centered header, the line items’ layout and visible columns, the footer caption, and their Surface.
- Design for each quote: a quote goes out with a design other than the default, either by choosing another saved design in its editor or by designing it on its own.
Without that plan, or if you downgrade, what you saved is kept but not applied: your quotes go out with the default design and Cord blocks look as usual. A quote you already sent keeps its design. When you go back to Professional, what you saved applies again.
A business can have up to 100 designs, including archived ones, and each design up to 40 blocks. Images, galleries, logos, and videos arrive with your business’s image and video library: for now they say Coming soon.
Every Cord Studio guide
- Theme and default design: ready-made themes, page layout, colors, background, typefaces, shape, and motion.
- Your designs: create, duplicate, use on your quotes, and archive.
- The visual editor: blocks, layers, theme, code, variables, shortcuts, and preview.
- Design a single quote: another saved design or a custom one for a draft, and what happens when you send it.