--- 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 Pros and Cons: Top 5 Advantages and Disadvantages #### Quick AI Summary Based on G2 Reviews Generated from real user reviews Users find Cone's **ease of use** remarkable, facilitating seamless workflows and enhancing team collaboration efficiently. [(17 mentions)](https://www.g2.com/products/cone-accounting-practice-management/reviews?filters%5Bsentiment_snippet%5D=1145530&qs=pros-and-cons#reviews) Users commend Cone for its **excellent customer support** , enhancing their overall experience and satisfaction with the product. [(15 mentions)](https://www.g2.com/products/cone-accounting-practice-management/reviews?filters%5Bsentiment_snippet%5D=1969790&qs=pros-and-cons#reviews) Users love how Cone provides **time-saving efficiency** by consolidating essential tools into one platform. [(11 mentions)](https://www.g2.com/products/cone-accounting-practice-management/reviews?filters%5Bsentiment_snippet%5D=1969786&qs=pros-and-cons#reviews) Users value the **efficiency** of Cone, noting significant time and cost savings through its all-in-one capabilities. [(8 mentions)](https://www.g2.com/products/cone-accounting-practice-management/reviews?filters%5Bsentiment_snippet%5D=2014748&qs=pros-and-cons#reviews) Users commend Cone for its **affordability and all-in-one functionality** , significantly reducing costs and time for businesses. [(8 mentions)](https://www.g2.com/products/cone-accounting-practice-management/reviews?filters%5Bsentiment_snippet%5D=2270351&qs=pros-and-cons#reviews) Users notice a **learning curve** with Cone, but support makes the setup process smoother over time. [(2 mentions)](https://www.g2.com/products/cone-accounting-practice-management/reviews?filters%5Bsentiment_snippet%5D=2270336&qs=pros-and-cons#reviews) Users face significant **deletion problems** without an autosave feature, resulting in lost work upon page reload. [(1 mentions)](https://www.g2.com/products/cone-accounting-practice-management/reviews?filters%5Bsentiment_snippet%5D=1969783&qs=pros-and-cons#reviews) Users find the **difficult setup** of Cone requires time, though support from the team is appreciated. [(1 mentions)](https://www.g2.com/products/cone-accounting-practice-management/reviews?filters%5Bsentiment_snippet%5D=2396499&qs=pros-and-cons#reviews) Users face **initial usage difficulty** due to limited help articles and guidance before signing up for the platform. [(1 mentions)](https://www.g2.com/products/cone-accounting-practice-management/reviews?filters%5Bsentiment_snippet%5D=1969791&qs=pros-and-cons#reviews) Users face **limited customization** options for branding and content, hindering proposal personalization for clients. [(1 mentions)](https://www.g2.com/products/cone-accounting-practice-management/reviews?filters%5Bsentiment_snippet%5D=1145552&qs=pros-and-cons#reviews) ### 5 Pros or Advantages of Cone ##### 1. Ease of Use Users find Cone's **ease of use** remarkable, facilitating seamless workflows and enhancing team collaboration efficiently. [ See 17 mentions ](https://www.g2.com/products/cone-accounting-practice-management/reviews?filters%5Bsentiment_snippet%5D=1145530&qs=pros-and-cons#reviews) See Related User Reviews CC Christen C. Small-Business (50 or fewer emp.) 5.0/5 "Cone: Great Product and Truly Responsive Customer Service" What do you like about Cone? The combination of a genuinely great product and customer service that actually delivers. Cone does everything I need to run my bookkeeping practice e JM Jim M. Small-Business (50 or fewer emp.) 5.0/5 "Simple, Smart Workflows with Great Support—Highly Recommend Cone (YC S22)" What do you like about Cone? I had the opportunity to meet with Jahangir Mohammed to better understand the features and functionality of Cone (YC S22). After our meeting and compa ##### 2. Customer Support Users commend Cone for its **excellent customer support** , enhancing their overall experience and satisfaction with the product. [ See 15 mentions ](https://www.g2.com/products/cone-accounting-practice-management/reviews?filters%5Bsentiment_snippet%5D=1969790&qs=pros-and-cons#reviews) See Related User Reviews ![Moushumi S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Moushumi S.") MS Moushumi S. Small-Business (50 or fewer emp.) 4.0/5 "Highly Customizable Product with Amazing Customer Service" What do you like about Cone? It's a great product that can be fully cuatimes to your requirements. Amazing customer service as well. CC Christen C. Small-Business (50 or fewer emp.) 5.0/5 "Cone: Great Product and Truly Responsive Customer Service" What do you like about Cone? The combination of a genuinely great product and customer service that actually delivers. Cone does everything I need to run my bookkeeping practice e ##### 3. Time-saving Users love how Cone provides **time-saving efficiency** by consolidating essential tools into one platform. [ See 11 mentions ](https://www.g2.com/products/cone-accounting-practice-management/reviews?filters%5Bsentiment_snippet%5D=1969786&qs=pros-and-cons#reviews) See Related User Reviews ![Ben C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ben C.") BC Ben C. Small-Business (50 or fewer emp.) 5.0/5 "All-in-One Practice Management That Saves Time and Money" What do you like about Cone? All in one practice management software. Having emails, files, forms, proposals and templates all in one platform saves a ton of time and money not ha ![Sarah C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Sarah C.") SC Sarah C. Small-Business (50 or fewer emp.) 5.0/5 "Smart software that saves you time and gets you paid on time!" What do you like about Cone? Cone has easily been the best software we’ve implemented for our sales process. It looks impressive to clients so genuinely helps seal the deal. But ##### 4. Efficiency Users value the **efficiency** of Cone, noting significant time and cost savings through its all-in-one capabilities. [ See 8 mentions ](https://www.g2.com/products/cone-accounting-practice-management/reviews?filters%5Bsentiment_snippet%5D=2014748&qs=pros-and-cons#reviews) See Related User Reviews CC Christen C. Small-Business (50 or fewer emp.) 5.0/5 "Cone: Great Product and Truly Responsive Customer Service" What do you like about Cone? The combination of a genuinely great product and customer service that actually delivers. Cone does everything I need to run my bookkeeping practice e ![Ben C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ben C.") BC Ben C. Small-Business (50 or fewer emp.) 5.0/5 "All-in-One Practice Management That Saves Time and Money" What do you like about Cone? All in one practice management software. Having emails, files, forms, proposals and templates all in one platform saves a ton of time and money not ha ##### 5. Pricing Users commend Cone for its **affordability and all-in-one functionality** , significantly reducing costs and time for businesses. [ See 8 mentions ](https://www.g2.com/products/cone-accounting-practice-management/reviews?filters%5Bsentiment_snippet%5D=2270351&qs=pros-and-cons#reviews) See Related User Reviews CC Christen C. Small-Business (50 or fewer emp.) 5.0/5 "Cone: Great Product and Truly Responsive Customer Service" What do you like about Cone? The combination of a genuinely great product and customer service that actually delivers. Cone does everything I need to run my bookkeeping practice e JM Jim M. Small-Business (50 or fewer emp.) 5.0/5 "Simple, Smart Workflows with Great Support—Highly Recommend Cone (YC S22)" What do you like about Cone? I had the opportunity to meet with Jahangir Mohammed to better understand the features and functionality of Cone (YC S22). After our meeting and compa ### 5 Cons or Disadvantages of Cone ##### 1. Learning Curve Users notice a **learning curve** with Cone, but support makes the setup process smoother over time. [ See 2 mentions ](https://www.g2.com/products/cone-accounting-practice-management/reviews?filters%5Bsentiment_snippet%5D=2270336&qs=pros-and-cons#reviews) See Related User Reviews ![Sarah C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Sarah C.") SC Sarah C. Small-Business (50 or fewer emp.) 5.0/5 "Smart software that saves you time and gets you paid on time!" What do you dislike about Cone? Not much to be honest, as with every software it takes a little while to set up and get used to but the Cone team have been so helpful answering any q ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Small-Business (50 or fewer emp.) 5.0/5 "Groundbreaking Client Engagement & Proposal Software" What do you dislike about Cone? There may be a little learning curve in setting up the program, but once you use it for a bit of time, it won't be an issue. This is expected as all s ##### 2. Deletion Problems Users face significant **deletion problems** without an autosave feature, resulting in lost work upon page reload. [ See 1 mentions ](https://www.g2.com/products/cone-accounting-practice-management/reviews?filters%5Bsentiment_snippet%5D=1969783&qs=pros-and-cons#reviews) See Related User Reviews ![Nikita N.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nikita N.") NN Nikita N. Small-Business (50 or fewer emp.) 4.0/5 "Massively Helpful for SMMA" What do you dislike about Cone? There isn't currently an autosave option, so if you reload the page you loose your work. ##### 3. Difficult Setup Users find the **difficult setup** of Cone requires time, though support from the team is appreciated. [ See 1 mentions ](https://www.g2.com/products/cone-accounting-practice-management/reviews?filters%5Bsentiment_snippet%5D=2396499&qs=pros-and-cons#reviews) See Related User Reviews ![Sarah C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Sarah C.") SC Sarah C. Small-Business (50 or fewer emp.) 5.0/5 "Smart software that saves you time and gets you paid on time!" What do you dislike about Cone? Not much to be honest, as with every software it takes a little while to set up and get used to but the Cone team have been so helpful answering any q ##### 4. Initial Usage Difficulty Users face **initial usage difficulty** due to limited help articles and guidance before signing up for the platform. [ See 1 mentions ](https://www.g2.com/products/cone-accounting-practice-management/reviews?filters%5Bsentiment_snippet%5D=1969791&qs=pros-and-cons#reviews) See Related User Reviews ![Uma R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Uma R.") UR Uma R. Small-Business (50 or fewer emp.) 5.0/5 "Best proposal software for a new entrepreneur like myself, where sending invoices is a breeze" What do you dislike about Cone? Much research was needed before registering on the platform because there were not many help articles or guides to refer to. ##### 5. Limited Customization Users face **limited customization** options for branding and content, hindering proposal personalization for clients. [ See 1 mentions ](https://www.g2.com/products/cone-accounting-practice-management/reviews?filters%5Bsentiment_snippet%5D=1145552&qs=pros-and-cons#reviews) See Related User Reviews F Keziah F. Mid-Market (51-1000 emp.) 4.5/5 "Extracted proposal approved for generation of the invoices" What do you dislike about Cone? There is little flexibility when it comes to branding elements on individual proposals, as well as little inherent ability to customize the content de ## Top-Rated Alternatives [ ![PandaDoc](https://images.g2crowd.com/uploads/product/hd_favicon/97320b34486db82a48d7af098a34228d/pandadoc.svg "PandaDoc") PandaDoc 4.7/5(3,644) ](https://www.g2.com/products/pandadoc/reviews) [ ![Proposify](https://images.g2crowd.com/uploads/product/hd_favicon/c9c4f4613d98269846967bdb81d04f85/proposify.svg "Proposify") Proposify 4.6/5(1,143) ](https://www.g2.com/products/proposify/reviews) [ ![TaxDome](https://images.g2crowd.com/uploads/product/hd_favicon/dff376d4b0ad015cd0a36f7ba6152788/taxdome.svg "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) CC Christen C. Managing Director Small-Business (50 or fewer emp.) 2/24/2026 "Cone: Great Product and Truly Responsive Customer Service" 5/5 What do you like best about Cone? The combination of a genuinely great product and customer service that actually delivers. Cone does everything I need to run my bookkeeping practice efficiently without the ridiculous price tag of the competitors. The team is responsive and helpful every single time. It's rare to find a platform where the product and the people behind it are both this good. Review collected by and hosted on G2.com. What do you dislike about Cone? There isn't anything that I dislike about Cone Review collected by and hosted on G2.com. What problems is Cone solving and how is that benefiting you? Before Cone, I was paying for multiple platforms to handle different parts of my practice, billing, workflow management, and email were all scattered across separate tools. That fragmentation costs time and money. Cone brought everything into one place, which has streamlined how I run my bookkeeping business day-to-day. The consolidated billing alone has saved me over $12,000 AUD compared to what I was spending before. Less time switching between platforms means more time on client work and that directly benefits my bottom line. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Ben C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ben C.") BC Ben C. Director Small-Business (50 or fewer emp.) 2/9/2026 "All-in-One Practice Management That Saves Time and Money" 5/5 What do you like best about Cone? All in one practice management software. Having emails, files, forms, proposals and templates all in one platform saves a ton of time and money not having to go between platforms. Review collected by and hosted on G2.com. What do you dislike about Cone? There is nothing that sticks out as needing to be mentioned Review collected by and hosted on G2.com. What problems is Cone solving and how is that benefiting you? Most practice management software providers only solve a piece of the puzzle, eg doing proposals but then you need somewhere to save your documents, somewhere to create questionnaires, somewhere to store all the client information. Cone has all of that in one platform that integrates with Xero and can link directly to my DMS as well. It is also priced really well compared to alternates that are often more expensive. The team at Cone are really responsive and are able to assist when I need help. It doesn't matter whether you're a solo-practioner or a large firm, Cone works for any practice. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Sarah C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Sarah C.") SC Sarah C. Fractional COO Small-Business (50 or fewer emp.) 12/21/2025 "Smart software that saves you time and gets you paid on time!" 5/5 What do you like best about Cone? Cone has easily been the best software we’ve implemented for our sales process. It looks impressive to clients so genuinely helps seal the deal. But for us, the best thing has been the automated billing as we no longer have to waste time chasing debtors. Review collected by and hosted on G2.com. What do you dislike about Cone? Not much to be honest, as with every software it takes a little while to set up and get used to but the Cone team have been so helpful answering any questions. Review collected by and hosted on G2.com. What problems is Cone solving and how is that benefiting you? For our business, the primary challenge was automating our billing processes. Since we bill clients in several ways, hourly, by project, and on retainer, managing these different methods can be quite time-consuming. We configured all our services in Cone with the appropriate billing requirements, and now Cone handles the execution. After the initial setup of templates, the ongoing process is very straightforward and we can have proposals out to new prospects in minutes. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic AK Abhilash K. Managing Director Small-Business (50 or fewer emp.) 3/23/2026 "Effortless Task and Client Management" 4.5/5 What do you like best about Cone? I really appreciate how superb the team at Cone is. They've been great from the initial free trial period through execution and even now, five months after implementation, they are readily available to find solutions to all our existing problems. Also, Cone is very simple to use, which is a big plus. The initial setup was very easy and pretty straightforward. Review collected by and hosted on G2.com. What do you dislike about Cone? I believe the Proposal templates could be more though it is not a deal breaker Review collected by and hosted on G2.com. What problems is Cone solving and how is that benefiting you? Cone helps with task and client management, managing deadlines, and proposals. The support team is superb and the product is very simple to use. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic JM Jim M. Owner Small-Business (50 or fewer emp.) 2/12/2026 "Simple, Smart Workflows with Great Support—Highly Recommend Cone (YC S22)" 5/5 What do you like best about Cone? I had the opportunity to meet with Jahangir Mohammed to better understand the features and functionality of Cone (YC S22). After our meeting and comparing similar products it was an easy choice. I highly recommend Cone (YC S22) for it's simplicity, smart workflows, payment integrations, customer service, and cost. Review collected by and hosted on G2.com. What do you dislike about Cone? I have not experienced any negative issues with the software. Review collected by and hosted on G2.com. What problems is Cone solving and how is that benefiting you? Cone saves me time and makes me more efficient. I can create very professional proposals and automate the entire process. Cone sends the proposal, follows up with the potential client, closes the deal, manages payments, and sends the invoices to the accounting software. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic RS Ria S. VP of Client Strategy & Systems Optimization Small-Business (50 or fewer emp.) 8/21/2025 "Streamlined, Smart, and Built for Accounting Operations" 5/5 What do you like best about Cone? Cone has been a game-changer for our firm. As an accounting team that thrives on precision and efficiency, we needed a solution that could keep up with our workflows—and Cone absolutely delivers. From proposal creation and tracking to the integrated client portal for secure file uploads, Cone’s platform integrates seamlessly with our operations. It’s intuitive, customizable, and has helped us reduce manual follow-ups while maintaining a professional, consistent brand voice across platforms. The ability to tailor messaging, manage inbound leads, and keep everything organized in one place has saved us hours each week. It was super easy to implement and integrate with Zapier and we are in Cone every day to track proposals, payments and make adjustments to services. Plus, the responsiveness and support from the Cone team have been outstanding. If you're an accounting firm looking to elevate your client experience and streamline internal processes, Cone is the tool you’ve been waiting for. Review collected by and hosted on G2.com. What do you dislike about Cone? Not much to dislike. Waiting for updates on package features. Review collected by and hosted on G2.com. What problems is Cone solving and how is that benefiting you? Cone has streamlined our proposal tracking and made secure file sharing effortless. The integrated client portal builds trust and saves time, while the proposal tools help us stay organized and responsive. It’s boosted our efficiency and elevated the client experience. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic CN Chris N. Managing Director Small-Business (50 or fewer emp.) 10/17/2025 "Cone Transformed Our Proposal Workflow with Excellent Usability and Support" 4.5/5 What do you like best about Cone? We’ve been using Cone for our proposal workflows and it’s been a game changer. The usability is excellent, clean, intuitive and easy for the team to adopt. Our marketing agency clients have also commented on how professional the proposals look and feel. Support from Jahangir has been spot on, responsive, knowledgeable and always timely. Highly recommend. Review collected by and hosted on G2.com. What do you dislike about Cone? At the moment, there isn't much to comment on, as new features are being added every week. I understand that this is a new product, and I appreciate that the team is receptive to suggestions. Review collected by and hosted on G2.com. What problems is Cone solving and how is that benefiting you? The platform allows us to issue proposals both accurately and on time. It also helps us collect payment information and make sure our bills are paid promptly. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Trayde M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Trayde M.") TM Trayde M. Director Small-Business (50 or fewer emp.) 12/8/2025 "Powerful All-in-One Solution at an Unbeatable Price" 5/5 What do you like best about Cone? This is an all-in-one system that offers impressive power, especially considering its low cost. The support team are always keen to help, and they take suggestions on no matter how difficult they might be. Review collected by and hosted on G2.com. What do you dislike about Cone? Chat support is only Indian times. I'm sure this will improve as they grow and get a bigger team. Review collected by and hosted on G2.com. What problems is Cone solving and how is that benefiting you? Ease of systems, Cone makes it easier to communicate with clients, manage your tasks, send proposals and manage your pipeline all in one software. 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") CA Verified User in Accounting Small-Business (50 or fewer emp.) 3/10/2026 "Easy to Use with Great Customer Service" 5/5 What do you like best about Cone? Easy to use, good customer service. Great product. Review collected by and hosted on G2.com. What do you dislike about Cone? abit too many options & need some skills but not bad. Review collected by and hosted on G2.com. What problems is Cone solving and how is that benefiting you? Proposal, Contract & Client Invoice management. Review collected by and hosted on G2.com. Show More 3/11/2026 Current UserValidated ReviewerSource: Organic ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting") AA Verified User in Accounting Small-Business (50 or fewer emp.) 9/11/2025 "Groundbreaking Client Engagement & Proposal Software" 5/5 What do you like best about Cone? Cone provides an all in one solution for client engagement, through contracts, to managing and capturing contact and client information, proposals and full automation of invoicing, payments and collection of fees, all at a significantly lower cost than competitors. Any business looking to eliminate their accounts receivable and reduce administration time by having their payment collection software run these processes on autopilot should definitely consider Cone. Came from another platform and could not be happier, it handled everything I needed it to plus gave more flexibility and further options to customise proposals. The teams customer service is second to none, any problems or issues I had with using it or setting the program up were handled promptly and made sense. Review collected by and hosted on G2.com. What do you dislike about Cone? There may be a little learning curve in setting up the program, but once you use it for a bit of time, it won't be an issue. This is expected as all systems will require a bit of getting used to. Review collected by and hosted on G2.com. What problems is Cone solving and how is that benefiting you? Full automation of contracts, client engagement letters, proposals, payments, collection of fees, accounts receivable. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ##### 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);)