Interactive pricing

Your client chooses in the link what to include, which alternative they want and how much, sees the total instantly and approves what they chose.

What it is

With interactive pricing, a single quote offers options. Instead of sending three versions of the same proposal, you let your client decide in the link:

Option	What it does in the link	Example
Optional	A checkbox to include or remove the line item.	Training, installation or an extended warranty.
Choose one (group)	Line items with the same group are alternatives: your client chooses exactly one.	Basic, Professional or Premium plan.
Your client adjusts the quantity	A selector with − and + within the range you set.	User licenses from 5 to 50.

A line item can combine the quantity with either of the other two: an optional line item or an alternative in a group can also let the client adjust its quantity. What it can’t be is optional and part of a group at the same time.

The total, taxes, deposit and payment plan are recalculated in the link instantly, with the same engine Cord uses when saving, and approving signs what your client chose. The unit price never changes: your client chooses what and how much, not at what price.

Requirements

Plan: every plan. It has no limit of its own.
Permission: Quotes.
Document: quotes only. Invoices don’t carry options.
Country: all 12 markets.

Set up the options in the editor

In step 2 of the editor, What are you quoting?, add your line items as usual (see Products and pricing).
On the line item your client will be able to choose, click the row’s Options for your client button, the one with the sliders icon. The What your client can choose in the link panel opens.
Check what your client can decide: Optional: your client decides whether to include it, Choose one (group) or Your client adjusts the quantity. Each one is explained below.
Click Done. The row shows its tags (for example Optional, Choose one: Plan or Quantity 5–50) and the Options for your client link to open the panel again.
Save or send the quote as usual.

Remove options, in the same panel, turns the line item back into a fixed line item.

Below the summary total, the editor notes: “The total is the one for the selection the link opens with; your client can change it.” The saved total, the deposit and the payment plan are calculated with that initial selection. Preview, in the same summary, shows you the link as your client will see it, with its options and the total of the selection it opens with.

Optional

Check Optional: your client decides whether to include it. Included when the link opens appears below it:

Checked, the line item opens included and your client removes it if they don’t want it.
Unchecked, it opens left out and your client adds it if they want it. The editor row marks it Not included when it opens.

Choose one (group)

Type the same name in Choose one (group) on each alternative, for example “Plan”. The field suggests the groups you already use in the quote and takes up to 80 characters. On the alternative that should open chosen, check Opens selected: Cord unchecks the others in the same group.

To build a group quickly, use Duplicate line on a line item that already has a group: the copy is another alternative in the same group and doesn’t open selected. Typing a group on an optional line item removes Optional, because a line item in a group is already a choice.

Your client adjusts the quantity

Check Your client adjusts the quantity and enter the Minimum and Maximum. The line item’s quantity is the one you propose: the link opens with it and it must stay within the range. If the minimum, the maximum and the quantity are whole numbers, your client adjusts one at a time; if any of them has decimals, they can ask for a quantity with up to four decimals.

What Cord checks when saving

Cord validates the options when you save or send, with the same rule in the editor, the API and the link, so your client never receives a choice that can’t be made. If something doesn’t add up, the editor opens the line item’s panel and tells you what to fix:

A line item in a group can’t also be optional.
A group needs at least two line items and exactly one that opens selected.
The minimum and maximum go together. The minimum is greater than zero and no more than the maximum, with up to four decimals.
The line item’s quantity stays within its range.
A line item that isn’t optional or in a group is always included.
At least one line item stays included in the selection the link opens with.

What your client sees in the link

Above the line items, the link says “Choose what you want: the total updates instantly and it’s the one you approve.” Then:

Optional line item: a checkbox next to the name and the Optional tag.
Group: the Choose one heading with the group name and a radio button on each alternative; choosing one clears the previous one.
Quantity: a selector with − and + and the range below it, for example “From 5 to 50”. When the client leaves the field, a quantity outside the range is set to the minimum or the maximum.
The other line items stay fixed: your client can’t remove them.

Each change instantly recalculates the line amount, the subtotal, the document discount, taxes, withholding, the total, the deposit and the payment plan. If the quote has a payment plan with financing interest and your client changes the selection, the table shows only the total and the breakdown stays in the plan block.

What happens on approval

On approval, the link sends your client’s choice and Cord validates it again on the server against what you allowed and recalculates the total. A choice outside what you allowed isn’t signed: the link tells your client the proposal changed and reloads the page so they choose from the current options.

When they sign:

The quote moves to Approved with the total of what was chosen: subtotal, per-line taxes, withholding and document discount, recalculated.
Each line item ends up included or not. The ones your client left out are marked Not included in the link and on the detail.
The chosen quantity is saved on the line item, and the one you proposed is kept as “Proposed: 10”.
The activity logs, for example: “Signed by “Sarah Miller” with the options they chose (USD 4,250.00) (IP 203.0.113.24)“.
The signature’s SHA-256 fingerprint covers the signed line items with their quantity and the selection. See Approval and evidence.
The deposit is calculated on the approved total (see Deposit and balance).
A milestone payment plan is recalculated with the approved total, with the same proportions and dates. Its interest line, if it has one, isn’t chosen: Cord recalculates it with what your client approves.
The payment and the invoice come only from what was chosen.

What you see on the detail and in the PDF

On the quote detail, each line item with options carries its tags: Optional, Choose one: Plan, Quantity from 5 to 50 and, when your client changed the quantity, Proposed: 10. Before your client decides, the line items that don’t open included say Not chosen.

Below the line items, a note explains what happens with them. Before approval: “In the link, your client picks the optional line items, one from each group and the quantity where you allow it. The total is the one for the selection the link opens with.” After: “The client approved with the options they chose: the total, the payment and the invoice only include what was chosen.”

The quote PDF carries the same tags next to each line item’s unit.

Internal approvals

If your organization uses internal approvals, Cord measures the choice that charges the most: every optional line item included, the highest-amount alternative in each group and each quantity at its maximum. The amount limit is compared with that choice’s total, and the discount and margin limits with its line items. That way your client never chooses something management didn’t see.

Versions, duplicates and renewals

Modify and resend: the new version opens with the previous one’s options and you can change them like any line item. Cord validates them again when you send it.
Duplicate quote: the draft keeps the options and starts from the saved selection: the one the link opened with or, if your client already approved, the one they chose, with its quantities.
Renew: like the duplicate, the renewal keeps the options and starts from what your client chose.

Without options, a duplicate or a renewal carries every line item, as always.

Via the API, MCP and webhooks

POST /api/v1/cotizaciones and PATCH /api/v1/cotizaciones/{id} (the latter on a draft only) accept opcional, grupo, cantidad_min, cantidad_max and incluida on each line, where incluida says whether the line opens selected (default true). In a group, only one line goes with incluida: true and the others with incluida: false; otherwise the request returns 400 invalid_options.
Options your client couldn’t choose return 400 invalid_options and nothing is saved; the message says which line.
The detail includes each line’s id, its options, incluida and cantidad_propuesta: the quantity you proposed if your client changed it, or null.
On the MCP server, crear_cotizacion_borrador accepts the same fields and detalle_cotizacion returns them.
The quote.approved webhook includes seleccion: each line item with id, descripcion, cantidad, cantidad_propuesta, incluida, opcional and grupo. It’s null if the quote doesn’t let the client choose anything. If the quote is marked approved from Cord, seleccion is the selection the link opened with.
A publishable key (pk_), the one Cord Elements uses, doesn’t set options: you decide what your client can choose.

Each field is detailed in the API reference, the Quotes API and Webhooks.

What it doesn’t do

It doesn’t change prices. Your client chooses what and how much, never at what price. To negotiate the price, there’s the counteroffer.
It doesn’t coexist with partial approval. With any option set, the other line items stay fixed and your client can no longer uncheck any line. Without options, the quote keeps the usual partial approval.
It isn’t on invoices. Quotes only.

Limits by plan

Interactive pricing is on every plan and has no limit of its own. Each quote keeps its limit of 200 lines. Internal approvals require Scale or Developer.

Common problems

I don’t see Options for your client. You’re in the invoice editor: options are for quotes only.

“The group “Plan” has a single line item.” Add another alternative with the same group name (Duplicate line creates one) or clear the group name.

“Choose which line item of the group “Plan” opens selected.” Check Opens selected on one of its alternatives.

“The quantity of line item 2 is outside the range you allow your client.” Change the line item’s quantity or the range.

My client can’t approve. The button is disabled if a quantity falls outside its range or if, with a payment plan, a payment ends up below the minimum charge with that choice. If you changed the proposal while they were reading it, they must click See changes first.

The summary total doesn’t add up every line item. That’s expected: it’s the total of the selection the link opens with.