Testimonials
Don’t just take our word for it
“We use Cone 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 solution 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 product 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.
Proposals
Create compelling, branded proposals that truly resonate with your clients. Leverage customizable templates to take your proposal game to the next level.
Editor
Be creative and deliver your proposal the way you want. Move, edit, or delete sections(like About us, Testimonials, etc.) and customize the proposals.
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.
Quotes
Create detailed quotes effortlessly. Increase profitability with clear and consistent pricing and terms, accelerating the path to closing deals.
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. Expedite proposal acceptance, ensuring smooth experience and faster deal closures.
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 proposals, save up to 40+ hrs a month.
Billing
Manage all of your client billing at one place. Save 40+ hours/month.
Auto-invoicing
Create invoices automatically from proposals. No more manual work.
Payments
Supports multiple payment methods like direct debit, credit or debit cards. Charge payment on file automatically and eliminate hassles with collections.
Auto-charging
Charge your clients automatically with payment information on file.
Auto-sync
Sync invoices to your favorite accounting software automatically and save time.
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 & Billing Software?
Automated billing and payments
Auto-invoice and auto-charge clients without lifting a finger.
Advanced quotes
Comprehensive CPQ (Configure, Price, Quote) capabilities.
Hassle-free payment details collection
Collect payment information upfront at the proposal acceptance.
Cost effective
Offers powerful features at 8$ per user/month.
Customers we serve
Built for professional service businesses
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.
