You know the exact moment they view it.

Cord tells you when your client opens the proposal, how many times they've viewed it and what they did next. Call at the right moment, with real data.

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Available on all plans

THE SIGNAL THAT MATTERS

Interest cools fast. Catch it hot.

A quote viewed 5 minutes ago is a live sale; one viewed 2 weeks ago is a dead lead. Cord turns the link opening into an actionable signal: you find out instantly and can respond while you're still top of mind for your client.

  • "Viewed" event with exact date and time
  • Open count (Viewed it 3 times? They're comparing)
  • The quote status changes automatically: sent → viewed
Quotes/Q-0148Viewed
RRidgeline Builders V1Viewing now — Line itemsNet 30 · Valid until Oct 22, 2026
Client attention
1 person·3 opens
First Sep 22, 2026, 6:52 PMLast Sep 23, 2026, 12:31 PM
Summary1m 12s
Line items3m 40s
Notes and terms22s
Approval and payment48s
Conversation9s

Opened the PDF · 1

Total time on the proposal 6m 11s

TIMELINE

The whole story, in a single thread.

Created, sent, viewed, approved, paid, invoiced — every quote carries its full history. Anyone on your team can open the details and understand in seconds where the deal stands, without asking in the WhatsApp group.

  • Complete chronology per quote
  • Global activity feed on the dashboard
  • Instant context for your entire team
Quotes/Q-0148Paid
DraftSentViewed4Approved5Paid
RRidgeline Builders V1Net 30 · Created Sep 22, 2026
ProductQty.Amount
Rebar 3/8" × 12 m340$5,729.00
Welded wire mesh 6×6180$5,616.00
Hollow block 15×20×402,400$3,408.00
Gray cement 50 kg120$2,184.00
Total$17,995.56
Activity
Payment received with Cord Payments; quote settledtoday, 12:41
Digitally signed by "Dana Whitfield" (IP 189.203.44.10)today, 12:36
Opened by the client from the linkyesterday, 18:52
Email sent to the clientyesterday, 11:02
Quote sent — link generatedyesterday, 11:02
Draft createdyesterday, 10:41

PIPELINE

Your real pipeline, not the one in the notebook.

The dashboard groups your quotes by status and tells you how much money is about to close, how much you closed in the month, and your close rate. Decisions with numbers, not hunches.

  • Live KPIs: to close, closed this month, close rate
  • Visual pipeline by status
  • Detect expiring quotes before they expire
Quotes+ New quote
$180,608in pipeline · 7 open$58,134approved, to be collected1awaiting your approval
All14Open7Needs approval1Approved3Paid2ListBoard
Draft2
$15,995
Q-0153$3,815
HHope Street Hardware
Q-0152$12,180
FFerrex Supply Co.
Sent3
$95,026
Q-0151$41,230
GGamma Construction
Q-0150$14,892
NNorthern Steel Works
Q-0147$38,904
VValley Crest Properties
Viewed2
$69,587
Q-0148$17,996
RRidgeline Builders
Q-0146$8,431
CCentral Hardware
Q-0144$61,156
SSierra Land Development
Approved3
$58,134
Q-0148$17,996
RRidgeline Builders
Q-0145$26,890
FFerrex Supply Co.
Q-0143$13,248
AApex Construction
Paid2
$51,902
Q-0142$17,624
RRidgeline Builders
Q-0141$34,278
RRio Bravo Builders

WHY IT MATTERS

This is what live tracking actually changes.

Wednesday, September 2312:31
Slack#salesnowCord: Quote Q-0148 viewed by the clientClient: Ridgeline Builders · Total: $17,995.56
HomeCustomize
Activity
Opened by the client from the linkQ-0148 · today, 12:31 PMDigitally signed by "Sarah Rollins" (IP 201.141.9.30)Q-0145 · today, 11:18 AMQuote sent — link generatedQ-0151 · today, 10:05 AMPayment received with Cord Payments; quote settledQ-0142 · yesterday, 5:40 PMOpened by the client from the linkQ-0131 · Sep 9, 10:22 AM
Needs follow-upToday3
Q-0131Apex Construction14d no reply$8,840→Q-0137Ferrex Supply Co.9d no reply$6,420→Q-0144Sierra Land Development6d no reply$61,156→
cordhq.app/app/cotizaciones/Q-0148
Quotes /Q-0148Viewed
DraftSent3Viewed4Approved5Paid
RRidgeline Builders V1Viewing now — Line itemsNet 30 · Valid until Oct 22, 2026 · Created Sep 22, 2026TOTAL$17,995.56
Details
ProductQtyPriceAmountRebar 3/8" × 12 mpiece340$19.15$16.85$5,729.00Welded wire mesh 6×6sheet180$31.20$5,616.00Hollow block 15×20×40piece2,400$1.42$3,408.00Gray cement 50 kgbag120$18.20$2,184.00
Client attention
1 person·3 opensFirst Sep 22, 2026, 6:52 PMLast Sep 23, 2026, 12:31 PM
Summary1m 12sLine items3m 40sNotes and terms22sApproval and payment48sConversation9s
Opened the PDF · 1Total time on the proposal 6m 11s
cordhq.app/app
HomeCustomize
ClosedCollectedQuotedLast 30 days
$92,040.0018%vs. previous period
Aug 24Aug 31Sep 7Sep 14Sep 21
IN PROGRESSToday$184,2606 active quotes
CLOSE RATERange41%3 pts17 of 41 sent in range
NEEDS FOLLOW-UPToday3quotes viewed, no reply

FREQUENTLY ASKED QUESTIONS

Live tracking: the questions we hear most.

Cord sends a real-time notification as soon as the client opens the quote link. The dashboard shows the "viewed" event with the exact date and time, and the number of times the client has opened it. If the quote was viewed multiple times, it usually indicates the client is comparing options.

Yes. Every quote in Cord has a complete timeline: when it was created, sent, viewed by the client (and how many times), approved or rejected, and when its invoice was issued. Any team member can view the history without needing to ask.

Yes. Cord's dashboard shows quotes grouped by status (draft, sent, viewed, approved, invoiced) with the total value of each stage. It includes live KPIs: amount to close, amount closed in the month, and close rate. It also detects upcoming expirations before quotes expire.

Explore the rest of the product.

Public linkEvery proposal generates an interactive, branded link.
Quote editorAdjust prices line by line, set credit terms and watch the total recalculate with tax, live.
AI CollectionsEvery day, the agent reviews your overdue accounts and writes to each one with its real balance, its days overdue and the link to pay.
DocumentationLive tracking, step by step.

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Start knowing.

Your first "viewed" notification is priceless.

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