Are you using a different tool for e-sign? Our secure e-sign tool helps you sign and collect signatures within minutes. You can track document updates and manage documents on Cone.
Send quotes within seconds. Our in-built quote tool allows you to standardize and keep consistent pricing - even when they are complex quotations.
Automate monthly recurring retainer invoices to ensure no payments are missed. Plus, effortlessly manage one-off client projects - simply review and approve your invoices!
Cone Proposal-to-Payment makes it easy to automatically bill and receive payments for recurring retainer work, or one-off client projects. Take control of cashflow by requesting an upfront deposit.
Effectively manage payment follow-ups to ensure timely collection and improve cash flow in your accounts receivable process.
Our CRM manages all your 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, win and churn rate, revenue, pipeline, and team performance.
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