Collect legally binding signatures for proposals, contracts, documents on-the-go to speed up your proposal and contract management workflow.
Quickly generate accurate quotes, ramp up new sales in record time, and ensure consistent pricing.
Automate monthly recurring invoices to ensure no payments are missed. Plus, effortlessly manage one-off or variable services such as reviews, payroll, or billable hours - simply review and approve your invoices!
Effectively manage payment follow-ups to ensure timely collection and improve cash flow in your accounts receivable process.
No more delayed renewals and missed opportunities. Get your renewals streamlined with Cone Proposal-to-Payment. We help you automate renewals so you never miss revenue.
Track cash flow, invoices vs. payments and top services getting you paid. Identify gaps and bottlenecks to streamline your process and fix them confidently to grow your business.
Our CRM manages all client data in one place—track communications history, including client emails, messages, and updates.
Cone Proposal-to-Payment offers a dashboard to track proposal status, conversion rate, revenue and pipeline.
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.
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.
Proposal and contract management
Automated Invoicing and billing
E-signature and digital signatures
Renewals and upsell
Performance and analytics dashboards
QBO, Xero, Zohobooks integrations