Freedom251 › Proposal Software
Cone
What Cone is
Cone combines proposals, billing, payments, and practice management for professional service businesses. Users can create branded web proposals, customize sections and pricing packages, track engagement, and collect electronic signatures. Proposals can generate invoices, recurring billing can be automated, and online payments can be collected. Practice tools include project and task workflows, templates, client requests, time tracking, and document management. A client portal supports chat, file uploads, forms, and document signing. Cone lists integrations with QuickBooks Online, Xero, Zoho Books, Stripe, and GoCardless; Growth also lists Zapier and email among advanced integrations. The service provides analytics, custom branding, and client activity tracking, and firms can offer white-labelled iOS and Android portal apps. It states SOC 2 Type 1 and GDPR compliance and advertises free migration support. Pricing starts at $9/user/mo annually; monthly Essentials is $13.00 and Growth $18.00 per user, with a 14-day trial and no free plan.
Who it suits
Cone is aimed at accountants, bookkeepers, agencies, freelancers, legal firms, and other professional service businesses. It suits teams wanting proposals, billing, client portals, payments, and practice workflows together.
What it does well
- Branded proposals with electronic signatures
- Automated recurring billing and payment collection
- Client portal for chat and file uploads
- Listed accounting and payment integrations
- White-labelled iOS and Android client apps
What to know first
- No free plan
- Multiple signers and pricing packages cost extra
- Transaction categorizer is marked coming soon
- Monthly Essentials and Growth have per-user charges
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Essentials | per user billed annually · Unlimited proposals and templates · Pricing table/quotes · Integrated email · Document management · Recurring workflows · Client requests · Client portal | $11 a year |
| Essentials | per user billed monthly · Unlimited proposals and templates · Pricing table/quotes · Integrated email · Document management · Recurring workflows · Client requests · Client portal | $16 a month |
| Growth | per user billed annually · Everything in Essentials · Automated invoicing · Automated payment collection · Remove Cone branding from emails · Custom client request emails · Bulk creation of projects and client requests · Advanced integrations | $17 a year |
| Growth | per user billed monthly · Everything in Essentials · Automated invoicing · Automated payment collection · Remove Cone branding from emails · Custom client request emails · Bulk creation of projects and client requests · Advanced integrations | $24 a month |
As getcone.io lists them, read 11 Oct 2026. The maker's own page has the final word.
Verdict
Cone covers proposal creation, signing, billing, payments, and client work in one platform. Its paid plans include a trial, while add-ons and per-user billing affect the total cost.
Facts from Cone's own pages
- Analytics and reporting
- Yes · getcone.io, 21 Sept 2026
- Automation integrations
- The Growth plan lists Zapier and email among its advanced integrations. · getcone.io, 11 Oct 2026
- Billing
- Cone can generate invoices from proposals and automate recurring billing and payment collection. · getcone.io, 11 Oct 2026
- Client portal
- Clients can use a portal to chat, upload files, submit forms, and sign documents. · getcone.io, 11 Oct 2026
- Client activity tracking
- Yes · getcone.io, 21 Sept 2026
- Custom branding
- Yes · getcone.io, 21 Sept 2026
- Built-in e-signatures
- Yes · getcone.io, 21 Sept 2026
- Free plan
- No · getcone.io, 21 Sept 2026
- Integrations
- Cone lists QuickBooks Online, Xero, Zoho Books, Stripe, and GoCardless integrations. · getcone.io, 11 Oct 2026
- Intended users
- Cone identifies accountants, bookkeepers, agencies, freelancers, legal firms, and other professional service businesses as users. · getcone.io, 11 Oct 2026
- Mobile apps
- Cone says firms can provide clients with white-labelled iOS and Android apps to access their portal. · getcone.io, 11 Oct 2026
- Online payment collection
- Yes · getcone.io, 21 Sept 2026
- Plan add-ons
- Multiple signers and multiple pricing packages are paid add-ons available across plans; the transaction categorizer is marked coming soon. · getcone.io, 11 Oct 2026
- Practice management
- Cone includes project and task workflows, templates, client requests, time tracking, and document management. · getcone.io, 11 Oct 2026
- Product
- Cone combines proposals, billing, payments, and practice management in one platform. · getcone.io, 11 Oct 2026
- Proposals
- Users can create branded web proposals, customize sections, track engagement, and collect electronic signatures. · getcone.io, 11 Oct 2026
- Quotes
- Cone supports customizable quotes and multiple pricing packages in a single proposal. · getcone.io, 11 Oct 2026
- Security
- Cone states that it is SOC 2 Type 1 and GDPR compliant. · getcone.io, 11 Oct 2026
- Paid from
- 9 · getcone.io, 21 Sept 2026
- Support
- Cone advertises free migration support to help customers move from an existing system. · getcone.io, 11 Oct 2026
Where Cone stands on Freedom251
- Proposal Software#50 of 134