Cord vs Proposal Expert

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.

Proposal Expert is a web-based subscription service for creating proposals, combining an editor, AI feedback, and CRM integrations. Its assistant, Fred, suggests stronger wording, flags weak points, and supports multilingual proposals. Engagement tracking reports when a client opens a proposal, which sections they read, and how long they spend reading. Electronic signatures use email verification and record an audit trail. HubSpot and Pipedrive integrations are listed for Professional, while Salesforce is listed for Business. The company says customer data is stored on servers in the EU, encrypted in transit with TLS 1.2+ and at rest with AES-256, and not sold or used to train foundation models. The free plan includes three proposals per month, 25 AI credits, five templates, three e-signatures per month, basic analytics, and 250 MB of storage. Starter costs €24.00 per month. Support is available in Dutch and English, with weekday replies within one business day; there is no phone line during the beta. Monthly AI credits are pooled per workspace and roll over for one month, capped at one times the monthly allocation.