--- 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: '2026-06-17' parent_category: name: Quote Management url: https://www.g2.com/categories/quote-management --- # Cone Reviews **Vendor:** Cone **Category:** [Proposal Software](https://www.g2.com/categories/proposal) **Average Rating:** 4.9/5.0 **Total Reviews:** 34 ## About Cone 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. ## Cone Pros & Cons **What users like:** - Users rave about the **excellent ease of use** in Cone, facilitating quick adoption and seamless proposal workflows. (18 reviews) - Users praise Cone for its **amazing customer support** , always ready to assist and accommodate suggestions effectively. (15 reviews) - Users highlight the **time-saving benefits** of Cone, enabling quick setup and efficient proposal management for businesses. (11 reviews) - Users value the **efficiency** of Cone, enhancing workflows and saving countless hours in proposal management and client interactions. (8 reviews) - Users commend **cost efficiency** of Cone, appreciating its combination of power, customer support, and overall value. (8 reviews) - Users value Cone's **efficient proposal management** , appreciating its comprehensive features for seamless client engagement and automation. (6 reviews) - Users love the **flexibility** of Cone, allowing easy customization and effortless proposal management for their business needs. (5 reviews) - Automation (4 reviews) - Customization (4 reviews) - Easy Integrations (4 reviews) **What users dislike:** - Users note a slight **learning curve** with Cone, but find the setup support extremely helpful in easing the process. (2 reviews) - Users find the lack of an **autosave option** frustrating, as reloading the page causes loss of work. (1 reviews) - Users find the **difficult setup** challenging, but appreciate the helpful support from the Cone team during the process. (1 reviews) - Users find the **initial usage difficult** due to limited guidance and resources available for getting started. (1 reviews) - Users find **limited customization** frustrating, as branding and content adjustments for proposals are quite restricted. (1 reviews) - Users find the **limited design options** frustrating, lacking flexibility for branding and custom content in proposals. (1 reviews) - Users find **limited template flexibility** frustrating, as it restricts branding and customization options for proposals. (1 reviews) - Navigation Difficulty (1 reviews) - Poor Customer Support (1 reviews) - Poor Integration (1 reviews) ## Cone Reviews ### 1. Cone: Great Product and Truly Responsive Customer Service **Rating:** 5.0/5.0 stars **Reviewed by:** Christen C. | Managing Director, Small-Business (50 or fewer emp.) **Reviewed Date:** February 24, 2026 **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. **What do you dislike about Cone?** There isn't anything that I dislike about Cone **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. ### 2. All-in-One Practice Management That Saves Time and Money **Rating:** 5.0/5.0 stars **Reviewed by:** Ben C. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** February 09, 2026 **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. **What do you dislike about Cone?** There is nothing that sticks out as needing to be mentioned **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. ### 3. Smart software that saves you time and gets you paid on time! **Rating:** 5.0/5.0 stars **Reviewed by:** Sarah C. | Fractional COO, Small-Business (50 or fewer emp.) **Reviewed Date:** December 21, 2025 **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. **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. **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. ### 4. Effortless Task and Client Management **Rating:** 4.5/5.0 stars **Reviewed by:** Abhilash K. | Managing Director, Small-Business (50 or fewer emp.) **Reviewed Date:** March 23, 2026 **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. **What do you dislike about Cone?** I believe the Proposal templates could be more though it is not a deal breaker **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. ### 5. Simple, Smart Workflows with Great Support—Highly Recommend Cone (YC S22) **Rating:** 5.0/5.0 stars **Reviewed by:** Jim M. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** February 12, 2026 **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. **What do you dislike about Cone?** I have not experienced any negative issues with the software. **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. ### 6. Streamlined, Smart, and Built for Accounting Operations **Rating:** 5.0/5.0 stars **Reviewed by:** Ria S. | VP of Client Strategy & Systems Optimization, Small-Business (50 or fewer emp.) **Reviewed Date:** August 21, 2025 **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. **What do you dislike about Cone?** Not much to dislike. Waiting for updates on package features. **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. ### 7. Cone Transformed Our Proposal Workflow with Excellent Usability and Support **Rating:** 4.5/5.0 stars **Reviewed by:** Chris N. | Managing Director, Small-Business (50 or fewer emp.) **Reviewed Date:** October 17, 2025 **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. **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. **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. ### 8. Powerful All-in-One Solution at an Unbeatable Price **Rating:** 5.0/5.0 stars **Reviewed by:** Trayde M. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** December 08, 2025 **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. **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. **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. ### 9. Easy to Use with Great Customer Service **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** March 10, 2026 **What do you like best about Cone?** Easy to use, good customer service. Great product. **What do you dislike about Cone?** abit too many options & need some skills but not bad. **What problems is Cone solving and how is that benefiting you?** Proposal, Contract & Client Invoice management. ### 10. Groundbreaking Client Engagement & Proposal Software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** September 11, 2025 **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. **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. **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. ### 11. Best Value with Simplified, Instant Help **Rating:** 5.0/5.0 stars **Reviewed by:** Meng H. | Proprietor, Small-Business (50 or fewer emp.) **Reviewed Date:** May 14, 2026 **What do you like best about Cone?** Best value, simplified and instant help. **What do you dislike about Cone?** Sometimes a bit geeky but to be honest I actually like that **What problems is Cone solving and how is that benefiting you?** simple solution with striaght forward function without bullshit ### 12. Brilliant software with fantastic support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** September 03, 2025 **What do you like best about Cone?** I’ve been using Cone for about 9 months now. I love the clean, uncluttered interface which is so easy to navigate. Cone is also excellent value for money compared with many of the other products on the market. What really stands out for me though is the customer support: the team go above and beyond, always taking feedback on board and using this to guide the ongoing development of the product. They're quick to respond and always super helpful. **What do you dislike about Cone?** There really isn't anything I dislike about Cone. I love using it and I know I can always rely on the team if I need help. **What problems is Cone solving and how is that benefiting you?** Cone saves me a lot of time by pulling all my client information together in one place and linking straight into Xero and Companies House. It keeps my workflow simple and clear, which means I can focus more on the advisory side of my work rather than chasing bits of information. ### 13. Highly Customizable Product with Amazing Customer Service **Rating:** 4.0/5.0 stars **Reviewed by:** Moushumi S. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 28, 2026 **What do you like best about Cone?** It's a great product that can be fully cuatimes to your requirements. Amazing customer service as well. **What do you dislike about Cone?** It needs to be a bit more 'beautiful' and a tiny bit more intuitive. **What problems is Cone solving and how is that benefiting you?** My client proposals, onboarding and information collection has been completely streamlined. ### 14. Cost-Effective, Attractive Proposals, and Excellent Support **Rating:** 5.0/5.0 stars **Reviewed by:** Stephanie L. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** October 30, 2025 **What do you like best about Cone?** Cost efficiency, proposal appearance, and customer service **What do you dislike about Cone?** There is nothing so far that I dislike about Cone **What problems is Cone solving and how is that benefiting you?** Cone is solving the problem of time-consuming and disjointed proposal creation. Cone streamlines the entire process into one intuitive platform, letting me build beautiful, professional proposals quickly and keep everything organized in one place. This has benefited me by saving hours, improving the quality and consistency of my proposals, and helping me close deals faster with a smoother client experience. It’s truly taken the stress out of proposal management and made my workflow far more efficient and enjoyable. ### 15. Seemless and efficient proposal software **Rating:** 5.0/5.0 stars **Reviewed by:** Wajih K. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** July 29, 2025 **What do you like best about Cone?** Creating proposals is quick and easy, and the ability to save templates, duplicate proposals, and customise them makes the platform incredibly user-friendly. **What do you dislike about Cone?** There is nothing to dislike about the software. Maybe it could be more customisable. **What problems is Cone solving and how is that benefiting you?** Cone has greatly streamlined our workflow. Creating proposals is quick and easy, and the ability to save templates, duplicate proposals, and customise them makes the platform incredibly user-friendly. I absolutely love using the product - it makes our engagement process seamless and efficient. It’s intuitive, reliable, and hands down better than other proposal software we’ve tried. ### 16. Excellent Software and Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** December 10, 2025 **What do you like best about Cone?** Good software and great support, serves our purpose for accounting firm. Onboarding was easy and good team to assist with training and onboarding. Easy to integrate with xero. **What do you dislike about Cone?** it would be great if it integrates with xero practice manager **What problems is Cone solving and how is that benefiting you?** collection of customer payments creating of proposal havent used the crm and e-sign feature yet, but planning to start using it from next year. ### 17. Good value for money software and payment processing **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** October 27, 2025 **What do you like best about Cone?** Cost effective proposal and engagement solution. Very responsive to software adjustments **What do you dislike about Cone?** You need effective engagement terms in place to copy into the software. It wasn't a problem for us as we moved from Ignition but if you were starting from scratch it could be very time consuming. **What problems is Cone solving and how is that benefiting you?** Gives us an effective proposal and payment management solution for clients ### 18. Great Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Sam B. | Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 07, 2025 **What do you like best about Cone?** Ease of Use, Ease of Implementation, Customer Support, and the Number of Features are among so many great features. They are poised to be a strong competitor in the space and will ultimately post significant wins in the long-run. **What do you dislike about Cone?** Not a lot to dislike, great features for the price point. Still rolling out strong additional features. **What problems is Cone solving and how is that benefiting you?** Cone makes the engagement process easy by helping to craft beautiful templated proposals with fully customizable sections that allow prospective clients to be clear about the terms and scope of the engagement from day 1. They have smart invoicing features that include helpful automation as well as a constantly evolving product with a dynamic roadmap. ### 19. So much time saved **Rating:** 5.0/5.0 stars **Reviewed by:** Florentina S. | Xero Migration Expert | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** May 27, 2025 **What do you like best about Cone?** It's easy to use, affordable and support is great. Always open to bringing new features and saves me so much time already. You can be up and running in literally 15 minutes, connects with Xero and the best part is that it looks very professional and clients love the simplicity to read and sign. I use it daily, and i am still discovering more and more features to love. Great work, team! **What do you dislike about Cone?** So far i have been very happy with the product. **What problems is Cone solving and how is that benefiting you?** I used to spend half and hour to prepare a proposal, keep notes and updates to track eveything. now is done in 5 minutes and i have everything i need to track my prospects. ### 20. User friendly, customisable and great support team **Rating:** 5.0/5.0 stars **Reviewed by:** Jenny A. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2025 **What do you like best about Cone?** I tried other proposal softwares but Cone felt much less overwhelming, more intuitive and user friendly. The support team is very responsive and open to feedback. **What do you dislike about Cone?** At the moment, I believe alignment fees are still calculated manually. It seems Cone is working on this. **What problems is Cone solving and how is that benefiting you?** I’ve found it really user‑friendly, with handy templates for client proposals. It's very customisable and integrates with Xero, Xama, Go Cardless and Stripe. The automated billing features are also time saving. ### 21. Flexible and super helpful support **Rating:** 4.5/5.0 stars **Reviewed by:** Jason D. | Business Development Director, Small-Business (50 or fewer emp.) **Reviewed Date:** January 01, 2025 **What do you like best about Cone?** The support is fast and efficient making any fixes or explanations required quick and painful free. **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. **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. ### 22. Cone should be in your app stack **Rating:** 5.0/5.0 stars **Reviewed by:** Victoria M. | Accountant, Accounting, Small-Business (50 or fewer emp.) **Reviewed Date:** December 06, 2024 **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! **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. **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. ### 23. Essential App for your Business **Rating:** 5.0/5.0 stars **Reviewed by:** Breony C. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** April 17, 2025 **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. **What do you dislike about Cone?** Some items are still works in progress but overall a good experience **What problems is Cone solving and how is that benefiting you?** The automation for Client Proposals, quotes of services and automatic invoicing. ### 24. Exceptional platform – Highly Recommend Cone! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** February 12, 2025 **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! **What do you dislike about Cone?** We are in the early stages of our usage. There is nothing to dislike at this stage. **What problems is Cone solving and how is that benefiting you?** The seamless flow of customizing the proposals. ### 25. Designed with the user in mind **Rating:** 5.0/5.0 stars **Reviewed by:** Antoaneta P. | Co-founder, Small-Business (50 or fewer emp.) **Reviewed Date:** March 25, 2025 **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 **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 **What problems is Cone solving and how is that benefiting you?** Automates proposal sending and invoicing, saving time and reducing manual work ### 26. Highly Recommend **Rating:** 5.0/5.0 stars **Reviewed by:** Huzefa V. | Chief Executive Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** December 07, 2024 **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. **What do you dislike about Cone?** It needs more natural integrations. It doesn't have because it's new. **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. ### 27. Saves time and money **Rating:** 5.0/5.0 stars **Reviewed by:** Costanza C. | Catalog Associate, Small-Business (50 or fewer emp.) **Reviewed Date:** January 26, 2025 **What do you like best about Cone?** The fact that I can capture the client's credit card details in advance. **What do you dislike about Cone?** I love it so far. Maybe the UI could improve. **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. ### 28. Massively Helpful for SMMA **Rating:** 4.0/5.0 stars **Reviewed by:** Nikita N. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** December 18, 2024 **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. **What do you dislike about Cone?** There isn't currently an autosave option, so if you reload the page you loose your work. **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. ### 29. Great work team Cone - You guys are doing a great job! **Rating:** 5.0/5.0 stars **Reviewed by:** Muhammad K. | Co-founder, Small-Business (50 or fewer emp.) **Reviewed Date:** March 19, 2025 **What do you like best about Cone?** Its a single platform that offers proposal management as well as client management. **What do you dislike about Cone?** Stability is understandably having some problems, but they are extremely responsive to solve those issues before due time. **What problems is Cone solving and how is that benefiting you?** It provides an option for proposal management with ease to manage your clients. ### 30. Best Proposal Software **Rating:** 5.0/5.0 stars **Reviewed by:** Mehmood R. | Partner, Accounting, Small-Business (50 or fewer emp.) **Reviewed Date:** December 13, 2024 **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! **What do you dislike about Cone?** Whitelabel emails. If it has custom email option, that will be really helpfull. **What problems is Cone solving and how is that benefiting you?** Accuratly pricing our clients. ### 31. Extracted proposal approved for generation of the invoices **Rating:** 4.5/5.0 stars **Reviewed by:** Keziah F. | Payroll Specialist, Government Administration, Mid-Market (51-1000 emp.) **Reviewed Date:** October 14, 2024 **What do you like best about Cone?** I found that Cone Proposal-to-Payment system useful in managing my freelance proposal and payment. The options available that permits preparation of professional quality, dynamic Web proposals in mere minutes have enhanced my client presentation. **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 depending on the client’s requirements. The problem lies in the fact that it is difficult to bring in custom graphics into the current templates. **What problems is Cone solving and how is that benefiting you?** The Cone Proposal-to-Payment unfolds itself as a complete proposal to payment cycle indeed. Submitting effective proposals, capturing signatures and issuing invoices all are made easy from the same medium. ### 32. Best proposal software for a new entrepreneur like myself, where sending invoices is a breeze **Rating:** 5.0/5.0 stars **Reviewed by:** Uma R. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** December 23, 2024 **What do you like best about Cone?** The interface is quite user-friendly and has some great tools to send proposals, invoices, and sync them with my own accounting software. I also like the customer support they offer. **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. **What problems is Cone solving and how is that benefiting you?** Streamlining customers with their sales and onboarding documentation. It also helps with Sales Invoices and Receipts. ### 33. Great Proposal Software **Rating:** 5.0/5.0 stars **Reviewed by:** Mustafa A. | Accounts Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** December 23, 2024 **What do you like best about Cone?** Flexibility to price, easy link sharing and tracking. **What do you dislike about Cone?** I believe all things that I dislike are being planned for release at some point next year **What problems is Cone solving and how is that benefiting you?** Sending clients proposals and pricing them ### 34. Economical with best features **Rating:** 5.0/5.0 stars **Reviewed by:** Muhammad A. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** February 24, 2025 **What do you like best about Cone?** Ease of Use, functionality and timely support **What do you dislike about Cone?** Sometime difficult to navigate but as such overall nothing i dislike **What problems is Cone solving and how is that benefiting you?** Standardizing contract and saving time to prepare - [View Cone pricing details and edition comparison](https://www.g2.com/products/cone-accounting-practice-management/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-24+03%3A36%3A46+-0500&secure%5Bsession_id%5D=afccd3ac-099d-41a3-bb05-23e8c7c44b1c&secure%5Btoken%5D=6def48a51e9d2cae08ea8bc298d52633d39c6ebedce9f35bdcc73d71d4b74bef&format=llm_user) ## Cone Integrations - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Stripe Payments](https://www.g2.com/products/stripe-stripe-payments/reviews) - [Xero](https://www.g2.com/products/xero/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) ## Cone Features **Document Creation** - Customizability: Variables and Fields - Template Creation and Flexibility - Rich Media - Online Document Creation - PDF Creation - Custom Branding **Communication** - Client Portals - Automation - Consolidation **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Workflow** - Document Builder Interface - Collaborative Creation - Assembly and Approval Workflows **Collaboration** - Collaboration - Tasks - Version Control **Analytics** - Engagement Tracking - Proposal Effectiveness Reporting - Reporting and Dashboards **Billing** - Time - Reporting - Invoices **Administration and Platform** - User, Role, and Access Management - Alerts and Notifications - CRM Integration - E-Signature Integration - CPQ Integration - API / Integrations **Onboarding** - Templates - Checklists - New Client **Visibility** - Job Status - Metrics - File Organization - Audit Trail - Notifications - Integrations **Generative AI** - AI Text Generation **Agentic AI - Accounting Practice Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration ## Top Cone Alternatives - [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - 4.7/5.0 (3,410 reviews) - [Proposify](https://www.g2.com/products/proposify/reviews) - 4.6/5.0 (1,111 reviews) - [TaxDome](https://www.g2.com/products/taxdome/reviews) - 4.7/5.0 (699 reviews)