Cone vs Propelio

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.

Propelio is web-based proposal software for freelancers, independent studios, agencies, and other businesses pitching project work. Its editor offers 17 draggable content block types, while the template gallery lists 32 templates across 50 industries. Proposals can present packages or line items with optional add-ons, tax, and discounts; selected options are recorded with the client’s signature. Clients can open a proposal link and sign from any device without creating an account. The software tracks views, signatures, and declines and sends email notifications for key events. Teams can apply custom branding, reuse templates and sections, and assign role-based access across Owner, Admin, Editor, and Contributor roles. Links can be password-protected and given expiry dates; signed proposals receive a timestamped, sealed record. Client records hold contact details, notes, and proposal history, and approved proposals can be downloaded as PDFs. A 14-day free trial requires no credit card. One plan costs £15 a year (billed £180/year, or £15 per seat/month) with annual billing; monthly billing costs £20 a month per seat. Both list unlimited proposals and every feature included.