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QuotesLive

Email, Slack and Teams notifications

Find out by email, Slack or Teams when your client views, approves, rejects, or pays a quote without checking the dashboard.

Availability
Live
Product
Quotes
Scope
Email, Slack and Teams

Find out the moment it happens, not when you check the dashboard

A matrix of events by channel (email, Slack and Microsoft Teams) under Settings › Notifications. Check the boxes you want and they save instantly.

Key benefits:

  • Email to the account owner: viewed, approved, rejected, payment received, about to expire, overdue, and team; approved/rejected/paid come on by default from day one.
  • Task reminder to each assignee: every morning, from 8:00 in your time zone, an email with their tasks due today and overdue. It comes on by default and turns off for the whole organization.
  • Slack and Teams for the whole team: connect your Slack channel with Add to Slack, or your Teams channel with your Microsoft account, and post the same events with number, client, total, and a direct link.
  • No false noise: only what you actually checked fires; nothing gets posted "just in case".

How it works

  1. Choose channel and event in Settings.

  2. Cord saves the preference matrix as each option changes.

  3. When a view, approval, rejection, or payment occurs, it sends only enabled alerts.

Availability and scope

Seven event classes across email, Slack, and Microsoft Teams, with number, customer, total, and link when the channel supports that context, plus the daily task reminder email to each assignee.

Clear limits

Slack connects with Add to Slack or your own webhook; Teams, with your Microsoft account or the channel's Power Automate flow. Cord does not publish disabled events or replace internal history with external messages.

Your next client starts with a proposal.

Create a quote with your brand, share the link and follow the conversation through to payment. Start with 5 free sends every month.

See what you'll pay

Published pricing, with the fee for every payment in plain view.

Pricing details →

Start building

Start operating and sending quotes on the Free plan.

Integration options →