Everything Accord does

Pricing accuracy

The AI writes the words. Your rates set every number.

• Nothing unpriced is guessed. If the call mentions something you don't sell yet, it's left unpriced and flagged for you.
• Schedules that add up. A deposit and payment schedule has to equal the total before the proposal can go out.
• One-off and recurring together. A build fee and a monthly retainer show as separate totals.
• Five currencies. Price in US, Canadian or Australian dollars, pounds or euros.
• US sales tax by state. Accord fills in the state's base sales-tax rate for your client, clearly labeled as the state rate. You can always change it.
• Every line is yours to edit. Change any line, quantity or price before anything is sent.
• A pricing check, not your prices. AI flags missing items, quantities that look off and lines worth offering as extras, using how often your clients take them. Your win rate by deal size appears after 8 decided proposals. Prices always come from your list, and nothing changes until you apply it.

After you send

Know when they read it. Follow up in your own words.

• See what your client read. Opens, return visits, time on each section and how far they read, so you know when to follow up. Insights adds your win rate, time to approval and approved value.
• You write the follow-ups. Schedule a reminder in your own words for the day you choose. It's canceled automatically if your client signs or declines first.
• Pay the deposit on the spot. Your client pays the agreed deposit by card from the proposal link, and each milestone payment the same way, straight into your Stripe account. Connecting Stripe takes about five minutes, Accord takes no cut, and Stripe's normal fees apply.
• Optional extras. Mark lines as optional and your client checks the ones they want, with the total updating as they choose.
• You send it. Accord never sends a proposal for you.
• Private links. Your client enters a 6-digit code sent to their email.
• Links you control. They can expire, and you can switch one off at any time.

What was agreed

Sent means fixed. Delivery starts from what they approved.

• A kickoff checklist. A project kickoff checklist built from the approved version, with a CSV export for Asana, Trello and ClickUp.
• A statement of work, drafted. AI drafts a statement of work from the approved proposal: acceptance criteria, milestones, responsibilities and change control. Fees come from your prices, and it exports as a PDF.
• Contracts from your templates. Contract templates with merge fields such as the client, total and deposit, locked into each version you send.
• Sign-off before it goes out. Require a teammate's approval before a proposal can be sent, always or only above an amount you set.
• Your standard terms, every time. Save payment terms, assumptions and exclusions as clauses and templates, so each proposal starts from your wording, not last month's copy.

Call notetaker

Record a sales call, draft the proposal from it, and check nothing promised is missing.

• Zoom, Google Meet and Microsoft Teams. Paste the meeting link and the notetaker joins now, or at a start time you set. It records the call and returns a transcript.
• Consent comes first. An admin or owner switches recording on after reading a notice about all-party consent laws. Every call stores who started it, when, and the exact notice they agreed to. The notetaker introduces itself in the meeting chat and shows as a participant. You are responsible for telling everyone and having their agreement where the law requires it. This is not legal advice.
• You choose how long transcripts are kept. Keep them 7, 30, 60, 90, 180 or 365 days (90 by default), then they are deleted. The recording itself is deleted as soon as the transcript is saved, and Recall.ai, the service that runs the notetaker, holds it for 3 days at most.
• Recorded hours per plan. 3 hours a month on Solo, 8 on Business and 25 on Team. One call is recorded for at most 2 hours, and a notetaker is sent only when at least 15 minutes are left in the month. The free trial and the lifetime license include none.
• A draft priced from your catalog. The transcript goes through the same drafting as pasted notes, so the AI still never writes a price.
• A scope check against the call. Accord reads the draft against the transcript and lists what was promised that the proposal doesn't cover, such as revision rounds, dates or extras, and lines nobody discussed.
• A recap email, for you to send. A short email in your client's own terms, with no prices in it. It's a suggestion on the Send tab, and Accord never sends it for you.

E-signature

Built in, for the US ESIGN Act and UETA.

• Sign on the proposal link. Your client reads a short consent to do business electronically, types their full name, checks the agreement box and signs. They can also draw their signature. Consent and its wording version are recorded.
• Several signers. Ask more than one person to sign, in any order or one after another, and add your own countersignature. The proposal counts as signed only when every required person has signed, and anyone can decline with a reason.
• Email code check. Each signer confirms the email address with a 6-digit code before signing.
• Tied to the exact version. A signature is tied to the fingerprint (SHA-256) of the frozen version, with the extras the client chose. Change anything and it's a new version that needs new signatures.
• A signed PDF with a certificate. When everyone has signed, every signer gets a PDF of the signed proposal with a completion certificate: the fingerprint, who signed, and a timeline with times and IP addresses. The record of events can't be edited.
• Your client's rights, on the page. Signing electronically is their choice. From the signing page they can ask you for a paper copy, before or after signing, or withdraw their consent before they sign. Each is recorded and you're told straight away.
• What it isn't. Accord is software, not a law firm. Have your lawyer check your contract wording, and use paper or a specialized service for documents that need a witness or notary.

Client assistant and negotiation

Your client can ask and adjust on the link, within rules you set.

• Answers from the proposal. An assistant on your client's proposal link answers from that version, your approved clauses and your FAQ, and cites the sections it used. If the answer isn't there, it says so and tells the client you'll check.
• It never writes a number. The assistant can't change a price, grant a discount or promise anything. Every figure in an answer must already be in the proposal or come from your price list, and the client sees a change as a before and after with an Accept button.
• A negotiation playbook. Nothing is negotiable until you enable it. Set which extras and quantities your client may change, alternative packages, a price floor and a discount ceiling, payment plans and timeline limits. Ownership, liability and revisions are never conceded by default, and you can add your own topics.
• You stay in the loop. You choose which kinds of change apply on their own and which wait for your OK. A request outside the rules lands in your negotiation inbox with what it would do to the deal, two or three answers to choose from and a reply drafted in your voice.
• A record of every request. Every request, answer and change is kept, so you can see what was asked and what was agreed.
• Allowances. Model-written answers are metered: 150 a month on Solo, 600 on Business, 2000 on Team and 50 on the lifetime license.

Deal rooms

Keep every buyer document and question in one place.

• One room per deal. Upload PDFs (slides exported as PDF included), Word (.docx) files and PNG, JPG or WebP images, up to 20 documents of 20 MB each, and link the deal's Accord proposal: its latest sent version shows in the room.
• A buyer FAQ from what you approve. Mark each document approved for answers. Accord drafts a buyer FAQ only from approved documents and the sent proposal, and every answer cites the document and page (for a Word file, the section; for the proposal, its section). You review and publish each entry, and nothing reaches the buyer unpublished.
• What the documents can't answer. Questions your documents don't cover are listed for you under Needs an answer, so you can write the answer yourself.
• Links you control. Give each visitor their own link, with their email confirmed by a 6-digit code, or use an open link for anyone who has it, with or without asking for an email first. Add an expiry date or a password, switch downloads on or off per link, and revoke any link at any time.
• Watermarked downloads. Downloaded PDFs and images carry the viewer's email and the date. Word files can't carry a watermark, so they are view-only while watermarking is on.
• Kept private. Room pages are kept out of search engines and don't pass the room link to other sites in the Referer header. Link tokens are stored hashed.
• Who read what. Who opened the room (their email, when known), each visit and return visit, time on each document and page, counted only while the tab is visible, and downloads. It's recorded on our server from a lightweight page-view beacon, and only what's measured is shown.
• Buyer questions, answered with a source. Your buyer can ask in the room. Answers come only from approved content, with the citation. Otherwise the reply is "I'll ask the team", and the question goes to your unanswered list with an email to you. AI-written answers count toward your plan's client-assistant answers; without the AI, the room quotes the matching passage from an approved document.
• Suggested next steps. Accord suggests what to do next from the room's activity, such as "Jane (CFO) viewed pricing 3 times; send the deposit link." Each one is labeled as a suggestion, and you decide.
• Rooms per plan. 5 open rooms on Solo, 20 on Business, 60 on Team and 2 on the lifetime license. Archived rooms don't count. Before you choose a plan you can prepare 1 room; sharing it needs a plan, and the free trial counts.

Client presentations

Turn your meeting notes into a presentation worth sharing.

• Start from what you have. Paste your discovery notes, choose the transcript of a call recorded with Accord's notetaker, or start from an existing Accord proposal.
• An editable deck in your branding. Title, problem, proposed approach, scope, timeline, pricing, team and next steps, in your business name, colors and logo.
• Prices from the proposal. The pricing slide is taken from the proposal's actual pricing, calculated by Accord's pricing rules. With no proposal, it's a placeholder for you to fill in.
• The AI never writes a figure. Any number in AI-written slide text that isn't in your source is replaced by a flagged placeholder for you to fill in.
• Edit, then export. Edit the slides in Accord, export a PDF, or download slide images (one PNG per slide, zipped). PDF and slide images; no PowerPoint export.
• Present it or add it to a room. Present from a share link you can revoke at any time, or add the deck to a deal room.
• Free to try. Generating and editing a deck is free to try before you choose a plan, built from templates and your source's own text. AI generation, export and share links come with every plan, the lifetime license included.

Works with

• Stripe Card deposits and milestone payments into your own account
• Asana · Trello · ClickUp Handover by CSV export
• Zoom · Google Meet · Microsoft Teams The call notetaker joins from a meeting link and drafts the proposal from the transcript
• Any other call recorder Paste the transcript as text
• PDF Export for every proposal
• PDF · Word (.docx) · PNG, JPG, WebP Upload your sales documents to a deal room, slides exported as PDF included
• PDF and PNG slide images Export client presentations as a PDF or one PNG per slide. No PowerPoint export