Cord

Cord is a unified quoting, invoicing, approval, and payment platform for businesses that want a proposal to move directly into collection. It suits Mexican companies especially well, while its API and workflow tooling also make it relevant to software-connected teams. The main decision is whether its seat, AI, and invoice allowances match your volume.

Overview

Cord links quote creation, client approval, invoicing, and payment in one workflow. A client can open a branded link on a phone, then review, approve, reject, negotiate, or pay without creating an account. Card payments work broadly, while Mexican customers can also pay by SPEI transfer from a quote or invoice.

The editor supports negotiated line-item prices, volume discounts, Cash, Net 30, and Net 60 terms, with tax recalculated live. Approval evidence records the signer’s name, email, IP address, timestamp, and an immutable SHA-256 hash of the approved content, which is materially stronger than an unverified acceptance click.

Key features

Beyond proposals, Cord provides recurring invoices, live activity tracking, cash-flow forecasting, multi-currency quoting, AI quote generation, and AI collections. CRM connections include HubSpot, while official integrations also cover Mercado Pago, Slack, Microsoft Teams, WhatsApp Business, Zapier, Make, and n8n. A REST API, signed webhooks, no-code Workflows, MCP server, and embeddable Cord Elements give developers several ways to connect or embed the quote process.

Mexico is a significant differentiator: from Starter upward, businesses can stamp CFDI 4.0 invoices with the SAT using a Digital Seal Certificate. Elsewhere, Cord issues sequentially numbered commercial invoices with PDF documentation; Spain requires VERI*FACTU activation. Security controls include database-level Row-Level Security, TLS in transit, AES-256 at rest, immutable audit logs, and SHA-256 approval evidence. Roles, permissions, organization switching, multi-entity controls, required two-factor authentication, inactivity timeouts, invitation-domain policies, and SAML 2.0 SSO on Scale and Developer support more structured administration.

Pricing

The Free plan costs 0.00 USD forever, needs no card, and includes one seat, five active quotes, five sent quotes per month, 50 products, 50 clients, 10 commercial invoices monthly, and three AI generations monthly. Quotes retain Powered by Cord branding. It is a credible way for a solo operator to establish the workflow, but the sending, invoice, and AI ceilings arrive quickly.

Starter costs 240 MXN a month when billed yearly. It raises capacity to 50 active quotes, 500 products, 500 clients, 20 AI generations monthly, and three e-invoices monthly, with one system user and greater brand visibility. It fits a small business that needs Mexico e-invoicing and more catalogue room, though three e-invoices is restrictive for regular billing.

Professional is 590 MXN a month billed yearly. It adds team, sales, collections, and cash-flow features; unlimited active quotes, products, and clients; five system users; 50 AI generations; and 20 e-invoices monthly. This is the practical starting point for a growing sales team, provided 20 e-invoices covers its billing cycle.

Scale costs 1,390 MXN a month billed yearly. It provides 15 users, 500 AI generations, 100 e-invoices, automation, approval flows, and enterprise SSO, alongside unlimited quotes, products, and clients. It is aimed at organizations needing governance and higher transaction volume rather than merely more proposal capacity.

Developer has custom pricing and terms, with unlimited users and AI, 1,000 invoices monthly, 50,000 API requests monthly, overage at the lowest cost, and custom onboarding. Paid plans can change anytime without contracts or penalties; upgrades are instant and downgrades take effect at the end of the billing cycle. Prices include tax. Mexico is billed in MXN, Spain, Germany, and France in EUR, and other supported markets in USD. After cancellation, data remains intact on Free.

Platforms

Cord runs on the web and offers an API. Its public links are phone-friendly for clients, while REST, webhooks, MCP, Workflows, and Cord Elements support connected or embedded implementations.

Who it's for

Cord targets distributors, wholesalers, agencies, manufacturers, service businesses, and other companies combining proposals, invoicing, payments, and collections. It is particularly suitable for Mexican businesses requiring SAT-stamped CFDI 4.0, and for teams that want CRM, automation, or custom application connectivity. A very small operation can use Free; organizations outside Mexico should confirm that commercial invoices meet their local accounting requirements.

Pros and cons

• Pro: Approval, invoicing, and payment share one client link, avoiding a separate account for the customer.
• Pro: CFDI 4.0 stamping from Starter makes the product unusually relevant to Mexican businesses.
• Pro: API, signed webhooks, MCP, and embeddable Elements offer substantial integration flexibility.
• Con: Free and Starter impose tight quote, AI, and invoice quotas, so growth can force an upgrade.
• Con: Free quotes carry Cord branding, and Starter remains limited to one user and three e-invoices monthly.
• Con: Businesses outside Mexico receive commercial invoices rather than local tax-authority stamps.

Alternatives

For a wider comparison, see Proposal Software. Choose PandaDoc instead if you need Android or iOS apps, a 60-document yearly free allowance, and a free trial. Proposal.biz is another freemium web option with a free trial. Anchor suits teams wanting unlimited users, companies, clients, proposals, and agreements without a subscription fee. Proposal Expert fits users seeking a EUR-priced plan with AI credits, templates, e-signatures, and basic analytics. Proposify is a paid alternative with monthly send allowances and per-send overage. ProposalGrid offers a free tier with five active documents and two AI drafts monthly. PowerPropose provides a free tier with a 30-day Standard trial. Trumpet is a web-based freemium choice with account-level Pods and unlimited users on Free.

Verdict

Choose Cord if you want quotes, approvals, invoices, and collection—especially CFDI 4.0 in Mexico—in one connected system with serious integration options. Look elsewhere if you need mobile-native apps, substantially higher free allowances, or local tax invoicing outside Mexico without additional regional requirements.