MULTI-CURRENCY AND FX HEDGING

Quote in dollars. Invoice in pesos. Protect your margin.

Your client sees the price in their currency; you invoice in pesos. Cord locks the daily exchange rate for 30 days and adds a hedging buffer, so the margin you closed is the margin you collect.

Start for free See a real quote

Available on all plans

COT-0150 · Acme Imports ● USD

Moneda de presentación

USDEURMXN

Cobertura (buffer)

2.0%

1 USD = $18.50 MXN 🔒 lock 30 días

El cliente veUSD 10,620.50

Se factura$196,469.20 MXN

that the exchange rate is locked per quote 30 days

presentation currencies: USD, EUR, and MXN 3

suggested hedging buffer over the spot rate, adjustable 2%

TWO CURRENCIES, ONE DEAL

The client sees dollars. The SAT sees pesos.

In Cord, the presentation currency and the tax currency are two different things. Your client reviews and approves the quote in dollars or euros; you invoice in pesos, as you live in Mexico. Cord saves both currencies and the rate it locked them at within the same quote, without you tracking the conversion by hand.

Present in USD, EUR, or MXN; always invoice in pesos
The applied rate is saved in the quote
The client decides in their currency; you fulfill in yours

Factura en MXN

PresentaciónFactura

USD 10,620.50$196,469.20

EUR 9,760.00$196,176.00

REAL EXCHANGE RATE

Today's rate, not the old Excel's.

Cord fetches the live spot exchange rate from the European Central Bank data, without you typing anything or depending on an outdated sheet. If the external service fails, Cord uses a backup rate so your quote never gets stuck. You see it in the editor before saving.

Live spot rate (ECB data), without typing anything
Exchange rate preview while building the quote
Backup rate if the external service fails

En vivo

fx.spot

Consultando BCE… [OK] USD/MXN 18.50 [OK] EUR/MXN 20.10 spot lock listo · 30 días _

HEDGING AND FX LOCK

The margin you close is the one you collect.

Between the client approving in dollars and you invoicing weeks later in pesos, the exchange rate moves and eats your profit. Cord adds a hedging buffer to the spot rate (2% by default, you adjust it) and locks that number for 30 days. It's not a bank forward: it's a safety margin Cord calculates and freezes.

Configurable hedging buffer over the spot rate
FX lock: the rate is frozen for 30 days per quote
Protects your profit from movement between approval and invoicing

🔒 Lock 30 días

Cobertura

Tasa spot$18.50

Buffer +2%

Tasa aplicada$18.50

PREGUNTAS FRECUENTES

Most common questions about multi-currency & fx.

Can I quote in dollars and invoice in pesos with Cord?

Yes. In Cord, the presentation currency is independent of the tax currency. Your client reviews and approves the quote in dollars (USD) or euros (EUR), while you invoice in Mexican pesos (MXN). Cord saves both currencies and the applied exchange rate within the same quote, so you don't need to track the conversion separately in an Excel sheet. The invoice is always issued in pesos.

Where does Cord get the exchange rate?

Cord obtains the live spot rate from the European Central Bank's data, without you having to manually enter anything. The exchange rate is shown in the quote editor before saving. If the external service is unresponsive due to a network issue, Cord applies a backup rate so the quote is never left ungenerated. The available presentation currencies are USD, EUR, and MXN.

What is Cord's FX hedging and FX lock?

FX hedging is an extra percentage (buffer) that Cord adds to the spot exchange rate to give you margin against currency movements; the default is 2% and you can adjust it. It's not a forward or a hedge contracted with a bank: it's a cushion the software calculates and leaves fixed. The FX lock freezes that rate for 30 days from when you create the quote, so even if the client approves today and you invoice weeks later, the exchange rate you collect is the same one you closed, and dollar volatility doesn't eat the profit you negotiated.

MÁS DE CORD

Explore the rest of the product.

Quote editor Drag products from your catalog, negotiate prices line by line, and watch the total recalculate with tax live. Public link Every quote generates an elegant link with your brand. Live tracking No more asking "did you review it yet?". E-invoicing (CFDI) When the deal closes, the invoice comes out on its own: real CFDI 4. Clients and credit In B2B, selling on credit is selling more — if you control it. AI Collections An artificial intelligence agent follows up on every overdue invoice for you: it emails the client, negotiates an installment plan, and only alerts you when it needs your approval. International Invoicing Sell to clients in the US without losing margin to the exchange rate: quote in USD, shield the rate for 30 days, and invoice in MXN with real CFDI 4. Finance & CFO Cross-reference your pipeline with each client's real payment history. Margin control Define discount thresholds by role. Roles & team Invite your sales reps, admins, and accountants with granular permissions. B2B Negotiation Your clients can review, adjust quantities, or counteroffer on specific products.