Cord vs Propelio

Cord is a platform for creating quotes, managing collections, issuing invoices, and taking payments in one workflow. Clients can review, approve, reject, negotiate, or pay through a public link without creating an account. The editor supports negotiated line-item prices, volume discounts, Cash, Net 30, and Net 60 terms, with live tax recalculation. Cord also lists AI quote generation, e-signatures, activity tracking, recurring invoices, cash-flow forecasting, and multi-currency quoting. Clients can pay by card, or by SPEI transfer in Mexico, from quotes or invoices. In Mexico, businesses on Starter or higher can stamp CFDI 4.0 invoices with a Digital Seal Certificate; elsewhere Cord issues commercial invoices with sequential numbering and PDF documentation rather than local tax-authority stamps. Integrations include HubSpot, Mercado Pago, Slack, Microsoft Teams, WhatsApp Business, Zapier, Make, and n8n, alongside an API and webhooks. The Free plan limits quote sends, active quotes, products, clients, AI generations, and monthly commercial invoices, and retains Cord branding. Paid plans start at 240 MXN a month billed yearly; displayed prices include tax.

Propelio is web-based proposal software for freelancers, independent studios, agencies, and other businesses pitching project work. Its editor offers 17 draggable content block types, while the template gallery lists 32 templates across 50 industries. Proposals can present packages or line items with optional add-ons, tax, and discounts; selected options are recorded with the client’s signature. Clients can open a proposal link and sign from any device without creating an account. The software tracks views, signatures, and declines and sends email notifications for key events. Teams can apply custom branding, reuse templates and sections, and assign role-based access across Owner, Admin, Editor, and Contributor roles. Links can be password-protected and given expiry dates; signed proposals receive a timestamped, sealed record. Client records hold contact details, notes, and proposal history, and approved proposals can be downloaded as PDFs. A 14-day free trial requires no credit card. One plan costs £15 a year (billed £180/year, or £15 per seat/month) with annual billing; monthly billing costs £20 a month per seat. Both list unlimited proposals and every feature included.