Features

Transform the way you sell with our powerful proposal software

Heading for feature 1

Collect legally binding signatures for proposals, contracts, documents on-the-go to speed up your proposal and contract management workflow.
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Heading for feature 2

Collect legally binding signatures for proposals, contracts, documents on-the-go to speed up your proposal and contract management workflow.
Dashboard mockup

Heading for feature 5

Collect legally binding signatures for proposals, contracts, documents on-the-go to speed up your proposal and contract management workflow.
Dashboard mockup

Heading for feature 4

Collect legally binding signatures for proposals, contracts, documents on-the-go to speed up your proposal and contract management workflow.
Dashboard mockup
Who is it for?

Transform the way you sell across industries with Cone’s quotes software

Easily build custom quotes and send them for negotiations
Marketing and creative agencies
Build quotes based on SOPs quickly
Bookkeepers
Easily build custom quotes and send them for negotiations
Legal and Law firms
Access all quotations in one place, standardize pricing for services
Freelancers and Consultants
Be the first to send branded quotations and win clients
FAQs

Everything about our product and billing

Does the software allow me to add videos or embed docs?
Yes, Cone Proposal-to-Payment allows you to embed any media.
Can I add sections of my own in the editor?
Yes. You can add as many sections as you want.
What are the steps in writing your proposal?
Firstly, understand the needs of your prospect well. Then, structure your proposal into key sections and use a proposal software like Cone Proposal-to-Payment.
What are the parts of a proposal?
The key parts of a proposal are: Project or services description, pricing, terms and supporting documentation.
Is the software secure and compliant with data protection regulations?
Cone prioritizes data security and is compliant with data protection regulations. We are SOC 2 Type 1 and GDPR compliant. Your sensitive business and client information is safeguarded with the highest level of security measures.
How are contracts usually signed?
Contracts are usually signed through various methods, including physical or wet signatures on paper documents, electronic signatures, or digital signing platforms. Electronic signatures have gained popularity due to their convenience and legality. Cone Proposal-to-Payment online signature tool ensures security and efficiency in the signing process.
What is a business proposal?
A business proposal is a formal document that presents a solution to a client's problem or fulfills a specific need. It outlines the services or products offered, their value, the approach to be taken, and the associated costs. A business proposal aims to persuade the client to choose your company over competitors and secure a business deal.
How to write a business proposal?
Writing a business proposal involves crafting a persuasive document outlining your services, value proposition, and how to meet the client's needs. It should clearly communicate your expertise, showcase your unique selling points, and present a compelling solution to the client's challenges.
Can the software track and manage revisions or updates to proposals?
Yes, Cone software lets you track and manage proposal revisions or updates. You can easily make changes, track version history, and inform all stakeholders throughout the proposal process.
Does the software integrate with other essential tools or software the business uses?
Yes, Cone quote software offers seamless integration with Xero, Zoho books and QBO accounting software businesses use. It ensures smooth data flow and eliminates the need for manual data entry across different systems.
Is Cone software user-friendly and easy to navigate?
Yes, Cone quote software is designed with a user-friendly interface, making it easy to navigate and use even for those without technical expertise.
What are payment terms on an invoice?
Payment terms on an invoice refer to the agreed-upon conditions for the settlement of the invoice amount. This includes information such as the due date, accepted payment methods, and any applicable late payment fees or discounts for early payment. Clear payment terms ensure transparency and help maintain a healthy cash flow for your business.
What is an invoice payment?
An invoice payment refers to the amount of money that a client or customer pays in response to an issued invoice. It serves as a means of settling a financial transaction for goods or services provided by a business.
How to create an invoice?
Creating an invoice is made simple with Cone invoicing software. Once a proposal is won, based on the pricing and billing structure set by you, Cone will generate invoices and generate payment reminders.
What payment options are available for international payments?
Cone supports international payments, allowing you to receive payments from customers located outside your country without high rates or hidden fees. It facilitates direct account-to-account transfers, making international payments more efficient and cost-effective.
What advantages does direct debit offer for collecting payments?
Direct debit provides several advantages for collecting payments. With direct debit, you can collect payments directly from your customer's bank account, giving you more control over the payment process. It also eliminates the need for manual payment processing and reduces the risk of late or missed payments.
Are there seamless integrations available with popular payment gateways?
Yes, the platform offers seamless integrations with popular payment gateways like Stripe. This allows for smooth and efficient payment processing, ensuring a seamless experience for both you and your customers.
How can I collect upfront deposits from customers?
You can easily collect upfront deposits from customers on Cone. At the time of signing the proposal, you can request and collect the required deposit, ensuring that you receive the necessary funds before providing your goods or services.
What payment methods are supported by the platform?
Cone Proposal-to-Payment supports multiple payment methods, including direct debit, payment gateways, and international payments. This allows you to offer your customers various options to pay, such as credit and debit card payments, ACH transfers and direct debits.
What information is on an electronic signature certificate?
An electronic signature certificate typically includes details like the signer's name, the certificate authority, a unique serial number, validity dates, and the digital signature of the certificate authority.
Are electronic signatures legal?
Yes, electronic signatures are legal in most of the countries, making them a viable option for digital transactions. They are not legally recognized in Iran, Iraq, North Korea, Sudan and Syria.
Are electronic signatures secure?
Yes, eSignatures are secure. They incorporate encryption and authentication protocols to ensure data integrity, confirm signer identity, and prevent unauthorized access.
What is an electronic signature?
Electronic signatures, or eSignatures, are digital versions of handwritten signatures used to validate documents or agreements online. They simplify and speed up approval processes.
How can I easily review and update previous scope of work in proposals?
Reviewing and updating the previous scope of work in proposals can be made easy by utilizing Cone Proposal-to-Payment software which store and organize past proposals, making it convenient to access and review them. By referring to the previous scope of work, businesses can identify areas where updates or improvements can be made. They can add new services, adjust pricing, or refine the proposal content based on lessons learned from previous engagements. This streamlines the process of reviewing and updating proposals, ensuring that they accurately reflect the current offerings and value proposition.
How can I evaluate and increase prices using the renewal process?
The renewal process provides an excellent opportunity to evaluate and potentially increase prices. By reviewing previous engagements and the value delivered to clients, businesses can assess whether their current pricing aligns with the value they provide. If the scope of work has expanded, if additional features or services have been added, or if market conditions have changed, a price increase can be justified. The renewal process allows businesses to communicate the revised pricing to clients and negotiate if necessary.
How renewals on Cone can prevent missing or delayed revenue?
Automated renewals can prevent missing or delayed revenue by ensuring that renewals are processed on time without relying on manual intervention. On Cone Proposal-to-Payment,, businesses can set up alerts and reminders to notify them when a proposal is about to expire. This eliminates the risk of overlooking renewals and ensures that revenue is not lost due to missed opportunities.
How to send a price quotation to a client
To send a price quotation to a client, you can use Cone Quote Software to streamline the process. Simply input the client's information, itemize the products or services with their corresponding prices, and generate a professional and customized quotation document. Once ready, you can send the quotation directly through a web page.
What is a price quotation?
A price quotation is a document that outlines the cost of goods or services being offered to a potential client or customer. It includes itemized details such as product descriptions, quantities, unit prices, applicable taxes, and any terms or conditions. A price quotation provides transparency and serves as a formal proposal for the client to consider before purchasing.
Is Cone Quote software for accountants?
Cone Quote Software is ideal for accountants, legal firms, marketing agencies, and other Service Professionals seeking efficient and accurate quoting processes. It is designed specifically for professional service providers and offers advanced features to streamline quoting, such as preconfigured templates, customizable options, automated calculations, and integration with accounting software. With Cone Quote Software, accountants can generate accurate and professional quotes, ensuring transparency and client satisfaction.
Is Cone quote software user-friendly and easy to navigate?
Yes, Cone quote software is designed with a user-friendly interface, making it easy to navigate and use even for those without technical expertise.
Can customer support or training assist with software implementation and usage?
Yes, Cone Proposal-to-Payement solution offers dedicated customer support and comprehensive training resources. You can rely on our support team to assist you during implementation and provide guidance on using the software effectively.

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