All-in-one platform to automate Proposals, Invoices, and Payments

Sell and get paid effortlessly with Cone Proposal-to-Payment — no more manual work. Save additional 40+ hours per month and achieve a 27% boost in revenue.

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Win more deals. Save time.

27%

More revenue

with impressive and automated proposals

< 10

Seconds

to send customized proposals

40 +

Hours saved / month

on invoicing, payments and reconciliation

7 secs to interactive web proposals

Choose from our extensive library of premium proposal and engagement letter templates, fully customizable and beautifully presented on web pages. Additionally, work on our flexible editor that gives you the freedom to build and deliver the proposal the way you want, your style - no more limited to fixed format.

Build with pre-built free proposal templates

Don’t switch tools for e-signatures again

With Cone, send out proposals, contracts, or agreements for secure signatures from multiple signatories. Perfectly optimized for any device, it allows your clients easy access to open, review, and sign while you monitor activities in real time.

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Never miss an invoice, ever!

Enjoy a seamless invoicing process. By automatically generating invoices for signed proposals, we guarantee you’ll never miss an invoice again. Regardless of your varying billing schedules, count on us to invoice on time, each time, without fail.

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Stress-free billing and payments

Cone Proposal-to-Payment takes care of complete Account Receivables with automation. We support robust features for you to manage billing and for your clients to pay easily.

Automated billing

Extensive payment options

Supports Direct debits, Credits & Debit cards, ACH payment methods

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Stay on top of renewals

Never let missed client renewals cost you revenue again. Cone automates contract renewal processes starting well before the renewal due date, we'll initiate reminders, auto-generate fresh proposals for approval, and secure signatures promptly. With Cone, you'll never lose another dollar.

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Key features

Packed with features and tools that enable businesses to accelerate sales and payments

Proposal templates

Pre-built, ready-to-use beautiful templates for you to pick and choose.

Price quote tool

Standardise pricing across the organization with an in-built smart pricing tool.

e-Sign

Enables users to securely and easily e-sign documents

Invoicing and payments

Collect payment at the time of signing, or set automated invoicing and payment workflow.

Forms

Create and share self-service forms for collecting information.

Reminders

Schedule automated reminders to clients for upcoming payments.

Analytics dashboard

Get insights into your business cash flow and prepare revenue projections.

Security & compliance

We take data security very seriously. We are SOC-2 Type-1 and GDPR compliant.

Integrations

Integrate QBO, Xero, and Zoho Books to automatically sync customers, invoices and payments.

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.

FAQs

Everything about our product and billing

Does Cone Proposal-to-Payment have an e-sign feature?

Yes, you can legally and securely collect signatures using Cone's e-sign tool. Cone Proposal-to-Payment offers this feature for free.

How is Cone Proposal-to-Payment different from eSignature softwares like DocuSign?

eSignature is just one of Cone Proposal-to-Payment features. You can create and manage the entire workflow from sending proposals to analyzing revenue flow - all in a single dashboard.