Easily assemble custom fields and variables into reusable templates to automate the proposal creation process.
Rich Media
As reported in 22 Cone reviews.
How well the platform supports images, audio, and video in proposals.
Online Document Creation
Based on 23 Cone reviews.
Create adaptive online documents for view via browser or mobile device.
PDF Creation
Based on 23 Cone reviews.
Create attractive PDF versions of proposals.
Custom Branding
24 reviewers of Cone have provided feedback on this feature.
Brand proposals and the application's portal with your company's logos and branding.
Workflow (3)
Document Builder Interface
This feature was mentioned in 24 Cone reviews.
Easily search for and add elements to a proposal.
Collaborative Creation
Based on 23 Cone reviews.
Multiple users can edit a single document.
Assembly and Approval Workflows
24 reviewers of Cone have provided feedback on this feature.
Automate workflows by routing documents to the correct individuals for adding content and approval.
Analytics (3)
Engagement Tracking
Based on 25 Cone reviews.
Track who is looking at proposals and how often or for how long.
Proposal Effectiveness Reporting
24 reviewers of Cone have provided feedback on this feature.
Find out which pieces of content are performing best.
Reporting and Dashboards
As reported in 22 Cone reviews.
Access pre-built and custom reports and dashboards on proposal volume and acceptance.
Administration and Platform (6)
User, Role, and Access Management
As reported in 23 Cone reviews.
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Alerts and Notifications
This feature was mentioned in 23 Cone reviews.
Program in-app and email notifications for approval milestones or actions.
CRM Integration
Based on 20 Cone reviews.
Push and pull data from CRM to build proposals and update statuses with clients.
E-Signature Integration
This feature was mentioned in 23 Cone reviews.
Couple accepting proposals and signing contracts together in one workflow.
CPQ Integration
19 reviewers of Cone have provided feedback on this feature.
Push and pull data from quote applications to build proposals.
API / Integrations
As reported in 22 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.
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
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
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
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
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
Generative AI (1)
AI Text Generation
Allows users to generate text based on a text prompt.
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
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