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:
- The customer will receive a link that does not show prices or line items.
- Instead, they will see a legally binding electronic signature screen requesting their name, position, and digital signature.
- 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.