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Automate proposals, billing and payments

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Unified Proposal & Practice Management for accounting firms
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Way more than a Proposal Software


PROPOSALS, BILLING AND PAYMENTS IN ONE FLOW

End-to-end platform that offers branded web proposals and automates quotes,
billing, and payments. Close deals with ease and get paid faster.

Try for free

No credit card required

Proposals
Editor
Quotes
Sales Pipeline
Contracts
Billing

Payments

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.”
Victoria

Business Owner, Beans Accounting

"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."
Mehmood Rajoka

Managing Partner, RR Accountants

"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!"
David Ledbetter

Owner, BetterLed Consulting

“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.”
Jason Dalton

Founder, Safe Hands

“We love Cone at Mirandus Accountants. The proposal tool itself looks great. It
is also incredibly affordable, highly recommended!”
Shaima Todd

Partner, Mirandus Accountants

"Cone’s Proposal product transformed our workflow by streamlining proposals,
billing and payments into one platform improving efficiency. Exceptional
support."
Nina Baikoro

Founder, Qorro & Associates

How it works


BEYOND PROPOSALS - CUSTOMIZE YOUR WORKFLOW AS YOU WANT.

You propose

 * Create & send proposal
   

 * Track buyer engagement
   


Buyer signs

 * Adds payment info
   

 * Signs the proposal
   


Automatic billing

 * Invoices are raised automatically by Cone monthly (if recurring)
   

 * Buyer can be charged automatically
   


Auto-sync

 * Invoices and contacts are automatically synced to accounting software
   



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.

Accounting
Marketing
Freelancing
Accounting


CFO SERVICES PROPOSAL

Accounting


ACCOUNTING SERVICES PROPOSAL TEMPLATE - UK

Accounting


BOOKKEEPING CONTRACT TEMPLATE

Digital Marketing


MARKETING CONSULTING PROPOSAL TEMPLATE - UPDATED 2024

Digital Marketing


GRAPHIC DESIGN TEMPLATE [UPDATED 2024]

Digital Marketing


FREE LOGO DESIGN PROPOSAL TEMPLATE [UPDATED 2024]

Freelance


FREELANCE GRAPHIC DESIGN PROPOSAL TEMPLATE - [UPDATED 2024]


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


ACCOUNTING AND TAX FIRMS


LEGAL FIRMS


AGENCIES


FREELANCERS


REAL ESTATE


IT SERVICES


ARCHITECTURE


EVENT MANAGEMENT

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.




SEND PROPOSALS AND AUTOMATE YOUR BILLING, PAYMENTS NOW

Get started now
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