Way more than a Proposal Software
Proposals, Billing and Payments in one flow
End-to-end proposal software that offers branded web proposals and automates quotes, billing, and payments. Close deals with ease and get paid faster.
No credit card required
G2 Rating
4.9
Trusted by thousands of Accountants and Bookkeepers
Testimonials
Don’t just take our word for it
“We use Cone Proposal Software in our accounting business and it has been a game changer. It's easy to use, easy to integrate with Xero and our proposals look so professional.”
"We send a high volume of proposals, having a software like Cone lets us share the engagements quickly. We can now price our services consistently and profitably on fly."
"For us, as an agency, to have proposals and payments all taken care of in a single place has saved us massive headaches. Great product w/ great people. That makes for one heck of a deal!"
“Cone is a user-friendly proposal software to raise proposals and draft engagement letters, with integration to accounting software and payments. Also, the support has been speedy and responsive.”
“We love Cone at Mirandus Accountants. The proposal tool itself looks great. It is also incredibly affordable, highly recommended!”
"Cone’s Proposal Software transformed our workflow by streamlining proposals, billing and payments into one platform improving efficiency. Exceptional support."
How it works
Beyond proposals - customize your workflow as you want.
Key features
Proposals & Contracts
Crafting and sending stunning web proposals and contracts takes < 10 seconds. Save time and close deals faster.
Proposal Editor
Create creative and compelling, branded proposals that truly resonate with clients. Move, edit, or delete sections(like About us, Testimonials, etc.) and customize the proposals.
Quotes
Create detailed, customizable quotes that accelerate deals and boost profitability. Clearly present services - grouped, ordered, and described your way - to highlight your value.
Pricing Packages
Offer multiple pricing packages/options - like Bronze, Silver, Gold to guide clients toward higher-value choices.
Sales Pipeline
Never miss acting on a lead. Prioritize, qualify, create proposals, and close more deals. Streamline the entire sales lifecycle from lead generation to payment.
Contracts
Ensure clarity and legal compliance with customizable engagement letters or bring your own templates. Outline terms and expectations to kickstart engagement.
E-sign
Embrace efficiency with electronic signatures - with support for multiple signers. Expedite approvals and close deals faster.
Renewals
Renew expiring proposals now with a click. No more missed revenue due to manual renewals.
Key features
Billing and payments
Get paid faster. Automate billing and payments with our proposal software, save up to 40+ hrs a month.
Client Billing
Manage all of your client billing at one place. Save 40+ hours/month.
Billing Schedule
Get full visibility into upcoming billing for each client - and make changes with ease when needed.
Payments
Supports multiple payment methods like direct debit, credit or debit cards. Charge payment on file automatically and eliminate hassles with collections.
Surcharge fee
Easily enable surcharge fees to pass transaction fees directly to clients. Available only in US, Canada and Australia.
Auto-invoicing
Create invoices automatically from proposals. No more manual work.
Auto-charging
Charge your clients automatically with payment information on file.
Auto-sync
Sync invoices to your favorite accounting software and automatically reconciles payments.
Proposal templates
Tailored Templates for different industries
Explore proposal templates and choose the one suited for your needs.
Win more deals. Save time.
27% more revenue
with impressive and automated proposals
40+ hrs saved /month
on billing and payments
<10 seconds
to send customized proposals
Why Cone Proposal Software?
Automated billing and payments
Save 40+ hours/month. Get paid without chasing clients or switching tools.
Smart pricing tool
Quote complex or custom services inside your proposal with built-in pricing logic.
Flexible proposal editor
Add or edit any section, insert videos, PDFs, or images-make every proposal truly your own.
Cost-effective
Powerful, all-in-one proposal software starting at just $8 per user/month - fraction of the cost of other tools.
Multiple pricing packages
Let clients choose. Offer multiple packages or options (Bronze/Silver/Gold) in a single proposal.
Customers we serve
Built for professional service businesses
Data
Integrations
Seamlessly integrate with your existing tools
Switch to Cone and get going in 1-2-3
Connect your software
Sync Cone with your accounting software e.g. Xero/QBO or via CSV and import clients - get everything in one place, fast.
Templates
Access a variety of proposal and project templates and get going.
Free migration support
Transition data from your existing system to Cone using our free white-glove support.
Security
We take data privacy and security seriously.
We understand that protecting your data is crucial for the success of your business, which is why we have implemented various measures to ensure the security of your data.
