Account & Team
Manage access, roles, and settings for your organization.
Update your deposit account
How to change the bank account where you receive payouts, in your country's format.
Configure two-factor authentication
Set up 2FA and understand when it is required.
Delete your Cord account
How to delete your organization or your personal account from Settings, and what gets deleted in each case.
Change business name or tax ID
When to edit your tax details directly and when to create a new workspace instead.
Connect HubSpot
Sync your Cord clients and quotes with HubSpot Companies, Contacts, and Deals.
Connect Slack
Get an alert in your channel every time a quote is sent, opened, approved, or paid.
Annual billing for your Cord plan
Switch your Cord subscription to annual billing and get 2 months free.
Commercial invoicing on Free
Ten commercial invoices per month, how usage works and when Starter is needed.
FinTech and Accounting Glossary
Dictionary of technical, financial, and tax (SAT) terms used on the Cord platform.
Inviting members and roles
Manage the access of your sales team, accounting, and administrators.
Managing multiple workspaces
Switch between different organizations — even in different countries — from a single account.
Email and Slack notifications
Get notified by email or Slack when your client views, approves, rejects, or pays a quote.
Your Cord subscription
Plans in MXN, USD and EUR, allowances, overage and existing contracts.
Cord 101: Getting Started
Set up your account, create your first client, and send your first quote in minutes.
Single Sign-On (SSO)
Enable SAML 2.0 access from Google Workspace, Microsoft Entra, or Okta.
Still have questions?
Don't worry, our expert team is an email away to solve any issue.