--- title: Cone Reviews meta\_title: 'Cone Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 34 reviews by the users' company size, role or industry to find out how Cone works for a business like yours. aggregate\_rating: rating\_value: 4.9 review\_count: 34 scale: '5' date\_modified: '2026-08-07' parent\_category: name: Quote Management url: https://www.g2.com/categories/quote-management --- # Cone Reviews & Product Details Cone is all-in-one accounting practice management and proposal software - built for modern accounting and bookkeeping firms. From proposals and engagement letters to billing, payments, workflow automation, and client communication - Cone delivers a unified experience that replaces multiple tools. Cone’s platform includes: - Customizable Proposals & Engagement Letters (standalone or integrated) - Billing & Payments (with automated invoicing, reminders, and recurring billing) - Multiple Pricing Packages - Time Tracking - Document Management - Email Management - Workflow Automation - Client Portal - Integrations with Xero, QBO, GoCardless, Stripe, Google Drive, SharePoint, and more Trusted by thousands of accountants and bookkeepers globally - across the UK, US, Australia, and beyond - Cone helps firms start small or scale confidently, without switching between tools or breaking the bank. P.S.: Cone’s proposal and engagement letter software is also available as a standalone product - perfect for firms looking to streamline onboarding and get paid faster. * * * Seller [Cone](https://www.g2.com/sellers/cone) Discussions [Cone Community](https://www.g2.com/products/cone-accounting-practice-management/discuss) Languages Supported English Solution Type Best-of-Breed Overview by Bharath Kumar Show More ## Top-Rated Alternatives [ ![PandaDoc](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "PandaDoc") PandaDoc 4.7/5(3,644) ](https://www.g2.com/products/pandadoc/reviews) [ ![Proposify](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Proposify") Proposify 4.6/5(1,143) ](https://www.g2.com/products/proposify/reviews) [ ![TaxDome](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "TaxDome") TaxDome 4.7/5(711) ](https://www.g2.com/products/taxdome/reviews) [ View All Alternatives ](https://www.g2.com/products/cone-accounting-practice-management/competitors/alternatives) ## User Insights Average based on 34 real user reviews. [Log in to unlock pricing and user insights](/login) ## Cone Integrations (3) What do users say about integrations? Integration information sourced from real user reviews. [ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Microsoft Outlook ](https://www.g2.com/products/microsoft-outlook/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Xero ](https://www.g2.com/products/xero/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Zapier ](https://www.g2.com/products/zapier/reviews) Show More ![Jason D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jason D.") JD Jason D. Business Development Director Small-Business (50 or fewer emp.) 1/1/2025 "Flexible and super helpful support" 4.5/5 What do you like best about Cone? The support is fast and efficient making any fixes or explanations required quick and painful free. Review collected by and hosted on G2.com. What do you dislike about Cone? Being new there is lots of development, which generally is a fantastic benefit. Occasionally there will be a change impacting another feature being used, which may no longer work as it did. Review collected by and hosted on G2.com. What problems is Cone solving and how is that benefiting you? Time saving is the biggest problem I have fixed, compared to previous solutions. This is achieved where I can set-up a template, the client and contact syncs with my accounting software (Xero) and the proposal is easy to create with minimal changes required. Quick and user-friendly. Review collected by and hosted on G2.com. Show More 2/26/2025 Current UserValidated ReviewerSource: Organic ![Victoria M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Victoria M.") VM Victoria M. Accountant Accounting Small-Business (50 or fewer emp.) 12/6/2024 "Cone should be in your app stack" 5/5 What do you like best about Cone? Cone is so simple to use. We used to spend a lot of time creating proposals and engagement letters. Now it is a breeze! Review collected by and hosted on G2.com. What do you dislike about Cone? We love Cone for proposals to new clients. Fully customisable and very user friendly. I have used some of the other proposal software and this is really one of the best we've tried. They should be in every accounting firm's app stack. Review collected by and hosted on G2.com. What problems is Cone solving and how is that benefiting you? Proposals and engagement letters are now automated and sent out timeously. We can even do a full live proposal while meeting with a client for the first time. This is a game changer and leaves a very good impression of our business. Review collected by and hosted on G2.com. Show More 6/9/2025 Current UserValidated ReviewerSource: Organic ![Breony C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Breony C.") BC Breony C. Founder Small-Business (50 or fewer emp.) 4/17/2025 "Essential App for your Business" 5/5 What do you like best about Cone? The Automation! Once you have it all set up and how you like it, it becomes such a time saving tool. It's easy to use, economical and team are more then happy to take suggestions onboard. Review collected by and hosted on G2.com. What do you dislike about Cone? Some items are still works in progress but overall a good experience Review collected by and hosted on G2.com. What problems is Cone solving and how is that benefiting you? The automation for Client Proposals, quotes of services and automatic invoicing. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting") UA Verified User in Accounting Small-Business (50 or fewer emp.) 2/12/2025 "Exceptional platform – Highly Recommend Cone!" 5/5 What do you like best about Cone? Getcone has completely transformed how we handle proposals! The intuitive templates, real-time collaboration, and automation features make the process effortless. Tracking and integrations ensure everything runs smoothly, saving us time and improving client engagement. Highly recommend for any business looking to streamline their proposal workflow! Review collected by and hosted on G2.com. What do you dislike about Cone? We are in the early stages of our usage. There is nothing to dislike at this stage. Review collected by and hosted on G2.com. What problems is Cone solving and how is that benefiting you? The seamless flow of customizing the proposals. Review collected by and hosted on G2.com. Show More 3/12/2025 Current UserValidated ReviewerSource: Organic ![Antoaneta P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Antoaneta P.") AP Antoaneta P. Co-founder Small-Business (50 or fewer emp.) 3/25/2025 "Designed with the user in mind" 5/5 What do you like best about Cone? Quick to set up, easy to use, and flexible—the process is simple to follow, and you can have a proposal ready in no time Review collected by and hosted on G2.com. What do you dislike about Cone? Some features and presentation elements are still a work in progress, but Cone has been great at taking feedback on board Review collected by and hosted on G2.com. What problems is Cone solving and how is that benefiting you? Automates proposal sending and invoicing, saving time and reducing manual work Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Huzefa V.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Huzefa V.") HV Huzefa V. Chief Executive Officer Small-Business (50 or fewer emp.) 12/7/2024 "Highly Recommend" 5/5 What do you like best about Cone? I could vouch for cone being an excellent tool for proposals and payment processing. It's extremely well priced compared to other software and the features are brilliant. I've used Practice Ignition, Better Proposals and Bright Propose and can wholeheartedly say that Cone beats each of them pound for pound. The customer service is fantastic and the team is always looking to help Cone be perfect in your tech stack. Review collected by and hosted on G2.com. What do you dislike about Cone? It needs more natural integrations. It doesn't have because it's new. Review collected by and hosted on G2.com. What problems is Cone solving and how is that benefiting you? Cone propose helps create professional propsoals whilst collecting payments and creating invoice in my accounting app. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Costanza C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Costanza C.") CC Costanza C. Catalog Associate Small-Business (50 or fewer emp.) 1/26/2025 "Saves time and money" 5/5 What do you like best about Cone? The fact that I can capture the client's credit card details in advance. Review collected by and hosted on G2.com. What do you dislike about Cone? I love it so far. Maybe the UI could improve. Review collected by and hosted on G2.com. What problems is Cone solving and how is that benefiting you? Making it quicker and easier to send proposals and get paid. I get paid on time because I can charge clients if they have entered their card details. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Nikita N.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nikita N.") NN Nikita N. Founder Small-Business (50 or fewer emp.) 12/18/2024 "Massively Helpful for SMMA" 4/5 What do you like best about Cone? Ease of use and speed with which I can make a proposal for my clients. Also I like the intuitive design features like the ablity to add brand logo and colours. Review collected by and hosted on G2.com. What do you dislike about Cone? There isn't currently an autosave option, so if you reload the page you loose your work. Review collected by and hosted on G2.com. What problems is Cone solving and how is that benefiting you? Cone is helping me make quick proposals for my clients, in the social media marketing space, where speed is important. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Muhammad K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Muhammad K.") MK Muhammad K. Co-founder Small-Business (50 or fewer emp.) 3/19/2025 "Great work team Cone - You guys are doing a great job!" 5/5 What do you like best about Cone? Its a single platform that offers proposal management as well as client management. Review collected by and hosted on G2.com. What do you dislike about Cone? Stability is understandably having some problems, but they are extremely responsive to solve those issues before due time. Review collected by and hosted on G2.com. What problems is Cone solving and how is that benefiting you? It provides an option for proposal management with ease to manage your clients. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic MR Mehmood R. Partner Accounting Small-Business (50 or fewer emp.) 12/13/2024 "Best Proposal Software" 5/5 What do you like best about Cone? We send a high volume of proposals, and having software like Cone lets us share the engagements and proposals quickly. We can now price our services consistently and profitably on the fly. Highly recommended! Review collected by and hosted on G2.com. What do you dislike about Cone? Whitelabel emails. If it has custom email option, that will be really helpfull. Review collected by and hosted on G2.com. What problems is Cone solving and how is that benefiting you? Accuratly pricing our clients. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ##### Pricing Pricing details for this product isn’t currently available. Visit the vendor’s website to learn more. [ View More Pricing Information ](https://www.g2.com/products/cone-accounting-practice-management/pricing) ##### ##### Cone Features Document Creation Customizability: Variables and Fields Template Creation and Flexibility Rich Media Workflow Document Builder Interface Collaborative Creation Assembly and Approval Workflows Analytics Engagement Tracking Proposal Effectiveness Reporting Reporting and Dashboards Administration and Platform User, Role, and Access Management Alerts and Notifications Electronic Signature [ View More Features ](https://www.g2.com/products/cone-accounting-practice-management/features) ##### Categories on G2 [Proposal](https://www.g2.com/categories/proposal)[Accounting Practice Management](https://www.g2.com/categories/accounting-practice-management) ##### Explore More [Which quote to cash consultants are highest rated for accelerating revenue cycle optimization at enterprise scale?](https://www.g2.com/discussions/which-quote-to-cash-consultants-are-highest-rated-for-accelerating-revenue-cycle-optimization-at-enterprise-scale)[Which ERP consulting partners specializing in Acumatica understand AP automation and inventory management complexities?](https://www.g2.com/discussions/which-erp-consulting-partners-specializing-in-acumatica-understand-ap-automation-and-inventory-management-complexities)[Which contact center payments tools offer QR code payment options alongside telephony integration?](https://www.g2.com/discussions/which-contact-center-payments-tools-offer-qr-code-payment-options-alongside-telephony-integration) [Is Mediafly worth it as a value selling tool for an enterprise sales team that needs both value messaging and content management in one platform, or does a standalone ROI tool like ValueCore cover the essentials?](https://www.g2.com/discussions/is-mediafly-worth-it-as-a-value-selling-tool-for-an-enterprise-sales-team-that-needs-both-value-messaging-and-content-management-in-one-platform-or-does-a-standalone-roi-tool-like-valuecore-cover-the-essentials)[What's the top-rated voice control app for office productivity](https://www.g2.com/discussions/what-s-the-top-rated-voice-control-app-for-office-productivity)[Pros and Cons Details](https://www.g2.com/products/cone-accounting-practice-management/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)