Best Proposal Software for Accountants
Cone offers a proposal software for accountants that automates proposals, engagement letters, billing and payments all in a single platform starting at just 9$ or 8£ per user/month. Create professional accounting proposals now and close more deals.
G2 Rating
4.9
No credit card required
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.
Features
Why is Cone the best Proposal Software for Accounting firms?
Before
Broken, stressful
and costly process
Manual quotes, proposals in e-mail/pdfs
Strict formatting requirements and limited editorial control over proposals
Hard to follow-up on leads and losing business
Missed invoices and bills?
Money collection and reminders EVERY MONTH is time taking and overwhelming!
Struggling to price right and consistently?
Forgot to renew the contract and increase the price
Spending $100 or 70£ per user/month on Proposal, Invoicing and Collections software tools?
After
Cone's cost-effective Accounting Proposal Software
Impressive web and PDF proposals.
Flexible proposal editor to build customizable accounting proposals.
Automated follow-ups, open tracking, negotiate better and 27% more business.
Automate Invoicing & Billing.
Visibility into due invoices, automated payment reminders. Save 30 hrs a month.
Robust pricing tool.
Automated renewal reminders, e-Sign quickly.
No limits on proposals or clients, affordable software starting at $9 or 8£ per user/month.
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.
Features
Supercharge with CRM and Analytics
Simplify your processes and save time by utilizing the built-in e-signature and quotation tools designed to enhance your workflow.
Manage and track client interactions with CRM
Our CRM manages all client data in one place—track sales pipeline, and updates.
Analytics dashboard
Cone's Accounting Proposal Software offers a dashboard to track proposal status, conversion rate, revenue and pipeline.
Data
Integrations
Seamlessly integrate with your existing tools
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.
SOC-2 Type-1 Compliance
We have been independently audited and verified to meet the standards for Security, Availability, Processing Integrity, Confidentiality, and Privacy. This certification assures you that we have implemented the necessary controls and procedures to safeguard your data.
GDPR Compliance
The General Data Protection Regulation (GDPR) is a comprehensive data protection regulation that applies to all companies operating within the European Union (EU). As a data processor, Cone is committed to complying with GDPR requirements and ensuring the protection of your personal data.
All features
Try Cone - Best Accounting Proposal Software
Proposal and contract management
Client management
Leads management
Automated Invoicing and billing
Payment collections
E-signature and digital signatures
Renewals and upsell
Performance and analytics dashboards
QBO, Xero, Zohobooks integrations