--- 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: '2026-07-17' 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 find Cone's **ease of use** remarkable, facilitating seamless workflows and enhancing team collaboration efficiently. (17 reviews) - Users commend Cone for its **excellent customer support** , enhancing their overall experience and satisfaction with the product. (15 reviews) - Users love how Cone provides **time-saving efficiency** by consolidating essential tools into one platform. (11 reviews) - Users value the **efficiency** of Cone, noting significant time and cost savings through its all-in-one capabilities. (8 reviews) - Users commend Cone for its **affordability and all-in-one functionality** , significantly reducing costs and time for businesses. (8 reviews) - Users love the **flexibility** of Cone, allowing easy customization and effortless proposal management for their business needs. (5 reviews) - Users value Cone's **efficient proposal management** , appreciating its comprehensive features for seamless client engagement and automation. (5 reviews) - Automation (4 reviews) - Customization (4 reviews) - Easy Integrations (4 reviews) **What users dislike:** - Users notice a **learning curve** with Cone, but support makes the setup process smoother over time. (2 reviews) - Users face significant **deletion problems** without an autosave feature, resulting in lost work upon page reload. (1 reviews) - Users find the **difficult setup** of Cone requires time, though support from the team is appreciated. (1 reviews) - Users face **initial usage difficulty** due to limited help articles and guidance before signing up for the platform. (1 reviews) - Users face **limited customization** options for branding and content, hindering proposal personalization for clients. (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) - [View Cone pricing details and edition comparison](https://www.g2.com/products/cone-accounting-practice-management/reviews?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-07-23+11%3A00%3A11+-0500&secure%5Bsession_id%5D=928b625c-ebee-49ad-8855-effeca1fc9c1&secure%5Btoken%5D=8a0b1c22ee7f9d771460c384c7acf55126becb37d87b8fab04a8d526fc2cd75c&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 (3,436 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)