Way more than
a proposal software
Elevate your practice with Cone’s automated Proposal-to-Payment platform tailored to enhance efficiency and client engagement by seamlessly managing proposals, quotes, invoicing, and payment collection for accounting professionals.
Features
Why Cone Proposal-to-Payment 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 $70 - $200 per month on Proposal, Invoicing and Collections software tools?
After
Cone’s unified, seamless and
cost-effective solution
Impressive microsite quotes, proposals.
Move around, delete, add or omit proposal sections on our customizable editor
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.
Build complex quotes in seconds.
Automated renewal reminders, e-Sign quickly.
No limits, cost effective software.
Features
Send stunning proposals
and impress clients
Tired of spending hours crafting proposals that don't look great? Generate captivating, branded proposals in seconds with our flexible editor and no limitations to fixed formats. Choose from ready-made templates or use your own content to create a proposal that is sure to impress.
Use pre-built impressive templates
Real-time editing and alerts to close deals faster
Custom branding options to bring your brand front-and-centre
Track pending proposals and
view the funnel
Features
Built-in e-sign and quotation tools
Simplify your processes and save time by utilizing the built-in e-signature and quotation tools designed to enhance your workflow.
Provide a secure way to sign with an e-sign tool
Collect legally binding signatures for proposals, contracts, documents on-the-go to speed up your proposal and contract management workflow.
Create accurate quotes quickly with an in-built quotation tool
Quickly generate accurate quotes, ramp up new sales in record time, and ensure consistent pricing.
Features
Automate invoicing
Say "no" to manual processes. Never miss an un-billed invoice. Automate invoicing and billing on Cone Proposal-to-Payment.
Streamline your recurring and one-off services
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!
Features
Stress-free payment collections
Take the hassle out of collections and let technology do the work for you. Reduced errors, and faster results, all while maintaining control of your receivables.
Payment follow-ups
Effectively manage payment follow-ups to ensure timely collection and improve cash flow in your accounts receivable process.
Renew accounts faster, and on time!
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.
Payments dashboard
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.
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 communications history, including client emails, messages, and updates.
Analytics dashboard
Cone Proposal-to-Payment offers a dashboard to track proposal status, conversion rate, revenue and pipeline.
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
How Bookkeepers can use
Cone Proposal-to-Payment
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