Cone Features

Based on 23 Cone reviews. Define fields to pull in dynamic information.

As reported in 24 Cone reviews. Easily assemble custom fields and variables into reusable templates to automate the proposal creation process.

How well the platform supports images, audio, and video in proposals. This feature was mentioned in 22 Cone reviews.

Create adaptive online documents for view via browser or mobile device. 23 reviewers of Cone have provided feedback on this feature.

Create attractive PDF versions of proposals. 23 reviewers of Cone have provided feedback on this feature.

As reported in 23 Cone reviews. Brand proposals and the application's portal with your company's logos and branding.

Easily search for and add elements to a proposal. This feature was mentioned in 22 Cone reviews.

Multiple users can edit a single document. 22 reviewers of Cone have provided feedback on this feature.

Based on 22 Cone reviews. Automate workflows by routing documents to the correct individuals for adding content and approval.

Track who is looking at proposals and how often or for how long. 23 reviewers of Cone have provided feedback on this feature.

Find out which pieces of content are performing best. This feature was mentioned in 23 Cone reviews.

Based on 22 Cone reviews. Access pre-built and custom reports and dashboards on proposal volume and acceptance.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. This feature was mentioned in 21 Cone reviews.

Program in-app and email notifications for approval milestones or actions. This feature was mentioned in 21 Cone reviews.

Based on 20 Cone reviews. Push and pull data from CRM to build proposals and update statuses with clients.

As reported in 22 Cone reviews. Couple accepting proposals and signing contracts together in one workflow.

As reported in 19 Cone reviews. Push and pull data from quote applications to build proposals.

Based on 20 Cone reviews. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

Provide portals for customers to communicate with accountants

Automate client requests and reminders

Consolidate communication between accountants and clients

Provide repository to collaborate on email, clients, jobs and tasks

Create tasks and sub-tasks with assignee, status and due date

Provide real-time access of files with the most updated versions

Track the status of each project and calculate billable time

Run reports on billing, time, revenue, credits, etc.

Create invoices for services provided and track payments

Standardize the onboarding process with templates

Assing tasks and checklists to new clients

Create new client in system once propsal is accepted

Know where every job stands, who’s working on what, and what’s being said to clients

Track/uncover metrics to improve firm decisions and efficiency

Share, save, and organize files

Provide a detailed audit trail

Receive real-time notifications via email and/or IM about new assignments, updates, and due dates

Manage integrations for accounting, project management, email, data integration, or similar platforms

Allows users to generate text based on a text prompt.

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases