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SPECIFICTION
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Cone

getcone.io

From $0.92/mo Free trial WebiOSAndroid
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Spec score 8.7 #9 of 134 in Proposal Software

What it is

Cone combines proposals, billing, payments, and practice management in one platform for professional service businesses. Users can create branded web proposals with customizable sections, engagement tracking, electronic signatures, and multiple pricing packages. Proposals can generate invoices, while recurring billing and payment collection can be automated. Practice-management tools cover projects, tasks, templates, client requests, time tracking, and document management. A client portal supports chat, file uploads, forms, and document signing. Listed integrations include QuickBooks Online, Xero, Zoho Books, Stripe, and GoCardless; Growth also lists Zapier and email among advanced integrations. Cone provides analytics, reporting, custom branding, and client activity tracking. It is available on web, Android, and iOS, with white-labelled mobile apps for client portals. Cone states SOC 2 Type 1 and GDPR compliance and advertises free migration support. There is a 14-day trial but no free plan.

Spec sheet

Product
Cone combines proposals, billing, payments, and practice management in one platform.Read 11 Oct 2026 · getcone.io
Intended users
Cone identifies accountants, bookkeepers, agencies, freelancers, legal firms, and other professional service businesses as users.Read 11 Oct 2026 · getcone.io
Free plan
NoRead 21 Sep 2026 · getcone.io
Paid from
9Read 21 Sep 2026 · getcone.io
Integrations
Cone lists QuickBooks Online, Xero, Zoho Books, Stripe, and GoCardless integrations.Read 11 Oct 2026 · getcone.io
Mobile apps
Cone says firms can provide clients with white-labelled iOS and Android apps to access their portal.Read 11 Oct 2026 · getcone.io
Security
Cone states that it is SOC 2 Type 1 and GDPR compliant.Read 11 Oct 2026 · getcone.io
Support
Cone advertises free migration support to help customers move from an existing system.Read 11 Oct 2026 · getcone.io
Analytics and reporting
YesRead 21 Sep 2026 · getcone.io
Automation integrations
The Growth plan lists Zapier and email among its advanced integrations.Read 11 Oct 2026 · getcone.io
Billing
Cone can generate invoices from proposals and automate recurring billing and payment collection.Read 11 Oct 2026 · getcone.io
Built-in e-signatures
YesRead 21 Sep 2026 · getcone.io
Client activity tracking
YesRead 21 Sep 2026 · getcone.io
Client portal
Clients can use a portal to chat, upload files, submit forms, and sign documents.Read 11 Oct 2026 · getcone.io
Custom branding
YesRead 21 Sep 2026 · getcone.io
Online payment collection
YesRead 21 Sep 2026 · getcone.io
Plan add-ons
Multiple signers and multiple pricing packages are paid add-ons available across plans; the transaction categorizer is marked coming soon.Read 11 Oct 2026 · getcone.io
Practice management
Cone includes project and task workflows, templates, client requests, time tracking, and document management.Read 11 Oct 2026 · getcone.io
Proposals
Users can create branded web proposals, customize sections, track engagement, and collect electronic signatures.Read 11 Oct 2026 · getcone.io
Quotes
Cone supports customizable quotes and multiple pricing packages in a single proposal.Read 11 Oct 2026 · getcone.io

Plans and prices

Essentials $13 a month per user billed monthly Unlimited clients · Unlimited proposals Read 21 Sep 2026 · getcone.io
Growth $18 a month per user billed monthly Unlimited clients · Unlimited proposals Read 21 Sep 2026 · getcone.io
Essentials $11 a year per user billed annually Unlimited proposals and templates · Pricing table/quotes · Integrated email · Document management · Recurring workflows · Client requests · Client portal Read 11 Oct 2026 · getcone.io
Essentials $16 a month per user billed monthly Unlimited proposals and templates · Pricing table/quotes · Integrated email · Document management · Recurring workflows · Client requests · Client portal Read 11 Oct 2026 · getcone.io
Growth $17 a year 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 Read 11 Oct 2026 · getcone.io
Growth $24 a month 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 Read 11 Oct 2026 · getcone.io

Every Cone plan and price →

Strong points and limits

Strong points

  • Branded proposals with signatures and pricing packages
  • Automated recurring billing and payment collection
  • Client portal for chat, files, forms, and signing
  • Web, Android, and iOS availability
  • QuickBooks, Xero, Stripe, and GoCardless integrations

Limits

  • No free plan
  • Starting price is $9/user/mo (annual)
  • Multiple signers and pricing packages cost extra
  • Transaction categorizer is marked coming soon

Who it suits

Cone is aimed at accountants, bookkeepers, agencies, freelancers, legal firms, and other professional service businesses managing proposals and client work.

Verdict

Cone brings proposal creation, client collaboration, billing, payments, and practice workflows together. Pricing starts at $9/user/mo (annual), with Essentials at $13 a month and Growth at $18 a month, billed per user monthly.

Where Specifiction places it

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