The secret to closing B2B deals faster is acting at the exact moment your prospect is reading your proposal. Cord equips you with silent tracking capabilities.
What does the system monitor?
From the moment you send the quote link via email or WhatsApp:
- Open: You will know the exact day and time the prospect opened the quote (“viewed” event in the timeline).
- Viewing now: While the client has the quote open, you see it live on the detail view with the “Viewing now” indicator (depending on your plan).
- Decision: Every approval, rejection, counteroffer, or comment from the client is recorded in that quote’s timeline.
Configure Push/Email Notifications
To get real-time updates, go to Settings > Notifications. You can enable direct alerts to your email for the following events:
- “Quote COT-045 was viewed for the first time.”
- “Quote COT-045 has been signed and accepted.”
- “Payment for COT-045 was received.”