LIVE TRACKING

You know the exact moment they view it.

No more asking "did you review it yet?". Cord notifies you the moment your client opens the quote, how many times they've seen it, and what they did next — so you call at the perfect time.

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Available on all plans

Raúl Mendoza opened your quote hace 3 min

✓

ApprovedEl Zarco aprobó la cotización · hoy, 12:36

👁

Vista (3 veces)Raúl Mendoza abrió el link · hoy, 12:31

✉️

EnviadaPor correo y WhatsApp · hoy, 11:02

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CreadaDraft COT-0148 · hoy, 10:41

the alert arrives as soon as they open the link 3 min

of the journey is on the timeline 100%

more closes when you follow up on time 2×

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 chore. Cord turns the link opening into an actionable signal: you find out instantly and can respond when you're 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

Borrador

Enviada

Vista

Aprobada

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

Negociación

COT-0148 $196k

EZHace 1h

Ganadas

COT-0149 $24k

GFAyer

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

COT-0148Varilla 3/8" × 12m

COT-0092Varilla 1/2" × 12m

PREGUNTAS FRECUENTES

Most common questions about live tracking.

How do I know if my client has seen the quote in Cord?

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.

Does Cord save the complete history of each quote?

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 the e-invoice was stamped. Any team member can view the history without needing to ask.

Does Cord have a quote pipeline?

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.

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. 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. Multi-currency & FX Your client sees the price in their currency; you invoice in pesos. 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.