Cone vs Pitchsite

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.

Pitchsite turns a client brief into a proposal website with a shareable link. Its AI drafting tool can generate a proposal with scope, timeline, and pricing from a brief in about 15 seconds. Clients can switch between packages and see what each includes. The service tracks proposal views on every plan; Solo and Starter also show time on page and sections read. Proposals open on phones and laptops, and can be updated after sending. Pitchsite also offers an Offer Builder, a site audit tool, CRM integrations, e-signatures, payment collection, branding, and analytics. Its integrations page lists 56+ connections, including HubSpot, Salesforce, Slack, Stripe, Calendly, DocuSign, and Google Drive; Zapier and Make connect it to thousands of apps. The Free plan includes one proposal, one offer, and three AI generations. Solo costs $29 a month, and Starter costs $49 a month. Pitchsite runs on the web and has no free trial.