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For Enterprise accounts or sensitive corporate transactions, Cord facilitates the electronic signature of Non-Disclosure Agreements (NDAs) before revealing quote details.

Pre-Quote NDA Flow

If you enable the Force NDA option when creating a quote:

  1. The customer will receive a link that does not show prices or line items.
  2. Instead, they will see a legally binding electronic signature screen requesting their name, position, and digital signature.
  3. Once the customer signs the document, the system instantly reveals the complete quote.

Legal Validity: Signatures collected through this flow comply with NOM-151 (Mexico) regarding simple electronic signatures and generate a conservation certificate that you can download as a PDF from the quote view.


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