[ Cone Reviews ](https://www.g2.com/products/cone-accounting-practice-management/reviews) [ Cone Reviews ](https://www.g2.com/products/cone-accounting-practice-management/reviews) # Cone Features ##### ## Document Creation (6) Customizability: Variables and Fields Define fields to pull in dynamic information. Template Creation and Flexibility Easily assemble custom fields and variables into reusable templates to automate the proposal creation process. Rich Media How well the platform supports images, audio, and video in proposals. Online Document Creation Create adaptive online documents for view via browser or mobile device. PDF Creation Create attractive PDF versions of proposals. Custom Branding Brand proposals and the application's portal with your company's logos and branding. Show More ##### ## Workflow (3) Document Builder Interface Easily search for and add elements to a proposal. Collaborative Creation Multiple users can edit a single document. Assembly and Approval Workflows Automate workflows by routing documents to the correct individuals for adding content and approval. Show More ##### ## Analytics (3) Engagement Tracking Track who is looking at proposals and how often or for how long. Proposal Effectiveness Reporting Find out which pieces of content are performing best. Reporting and Dashboards Access pre-built and custom reports and dashboards on proposal volume and acceptance. Show More ##### ## Administration and Platform (6) User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Alerts and Notifications Program in-app and email notifications for approval milestones or actions. CRM Integration Push and pull data from CRM to build proposals and update statuses with clients. E-Signature Integration Couple accepting proposals and signing contracts together in one workflow. CPQ Integration Push and pull data from quote applications to build proposals. API / Integrations 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. Show More ##### ## Communication (3) Client Portals Provide portals for customers to communicate with accountants Automation Automate client requests and reminders Consolidation Consolidate communication between accountants and clients Show More ##### ## Collaboration (3) Collaboration Provide repository to collaborate on email, clients, jobs and tasks Tasks Create tasks and sub-tasks with assignee, status and due date Version Control Provide real-time access of files with the most updated versions Show More ##### ## Billing (3) Time Track the status of each project and calculate billable time Reporting Run reports on billing, time, revenue, credits, etc. Invoices Create invoices for services provided and track payments Show More ##### ## Onboarding (3) Templates Standardize the onboarding process with templates Checklists Assing tasks and checklists to new clients New Client Create new client in system once propsal is accepted Show More ##### ## Visibility (6) Job Status Know where every job stands, who’s working on what, and what’s being said to clients Metrics Track/uncover metrics to improve firm decisions and efficiency File Organization Share, save, and organize files Audit Trail Provide a detailed audit trail Notifications Receive real-time notifications via email and/or IM about new assignments, updates, and due dates Integrations Manage integrations for accounting, project management, email, data integration, or similar platforms Show More ##### ## Generative AI (1) AI Text Generation Allows users to generate text based on a text prompt. Show More ##### ## Agentic AI - Accounting Practice Management (3) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Show More [ ![RocketDocs](https://images.g2crowd.com/uploads/product/hd_favicon/f5e074e60a12095b10a3d02747ad86de/rocketdocs.svg "RocketDocs") Sponsored RocketDocs 4.2/5 (104) Visit Website ](javascript:void(0)) ## Top-Rated Alternatives [ ![PandaDoc](https://images.g2crowd.com/uploads/product/hd_favicon/97320b34486db82a48d7af098a34228d/pandadoc.svg "PandaDoc") PandaDoc 4.7/5 (3,407) ](https://www.g2.com/products/pandadoc/reviews) [ ![Proposify](https://images.g2crowd.com/uploads/product/hd_favicon/c9c4f4613d98269846967bdb81d04f85/proposify.svg "Proposify") Proposify 4.6/5 (1,111) ](https://www.g2.com/products/proposify/reviews) [ ![TaxDome](https://images.g2crowd.com/uploads/product/hd_favicon/dff376d4b0ad015cd0a36f7ba6152788/taxdome.svg "TaxDome") TaxDome 4.7/5 (699) ](https://www.g2.com/products/taxdome/reviews) [ View All Alternatives ](https://www.g2.com/products/cone-accounting-practice-management/competitors/alternatives) ##### Categories on G2 [ Proposal ](https://www.g2.com/categories/proposal)[ Accounting Practice Management ](https://www.g2.com/categories/accounting-practice-management) ##### Explore More [ Most recommended marketing analytics app ](https://www.g2.com/discussions/most-recommended-marketing-analytics-app)[ Top-rated workforce management apps ](https://www.g2.com/discussions/top-rated-workforce-management-apps)[ Best influencer software for businesses in tech ](https://www.g2.com/discussions/best-influencer-software-for-businesses-in-tech) [ Top-rated customer success tools for mobile app businesses ](https://www.g2.com/discussions/top-rated-customer-success-tools-for-mobile-app-businesses)[ What are the most reliable equity management tools based on reviews from Series A-C startup founders? ](https://www.g2.com/discussions/what-are-the-most-reliable-equity-management-tools-based-on-reviews-from-series-a-c-startup-founders)[ Pros and Cons Details ](https://www.g2.com/products/cone-accounting-practice-management/reviews?qs=pros-and-cons) Show More [ Most recommended marketing analytics app ](https://www.g2.com/discussions/most-recommended-marketing-analytics-app)[ Top-rated workforce management apps ](https://www.g2.com/discussions/top-rated-workforce-management-apps)[ Best influencer software for businesses in tech ](https://www.g2.com/discussions/best-influencer-software-for-businesses-in-tech) [ Top-rated customer success tools for mobile app businesses ](https://www.g2.com/discussions/top-rated-customer-success-tools-for-mobile-app-businesses)[ What are the most reliable equity management tools based on reviews from Series A-C startup founders? ](https://www.g2.com/discussions/what-are-the-most-reliable-equity-management-tools-based-on-reviews-from-series-a-c-startup-founders)[ Pros and Cons Details ](https://www.g2.com/products/cone-accounting-practice-management/reviews?qs=pros-and-cons)