Cone vs ProposalDoc
Cone
getcone.ioProposalDoc
proposaldoc.comSide by side
| Figure | Cone | ProposalDoc |
|---|---|---|
| Price from | $0.92/mo | $89/mo |
| Free plan | — | Yes |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| Plans published | 6 | 4 |
| Spec score · Proposal Software | 8.7 (#9) | 8.2 (#36) |
| Analytics and reporting | Yes | Yes |
| Client portal | Clients can use a portal to chat, upload files, submit forms, and sign documents. | Clients can review proposals through a web link without an account, with password and expiry controls available when enabled. |
| Client activity tracking | Yes | Yes |
| Custom branding | Yes | Yes |
| Built-in e-signatures | Yes | No |
| Free plan | No | Yes |
| Integrations | Cone lists QuickBooks Online, Xero, Zoho Books, Stripe, and GoCardless integrations. | The Agency Pro plan lists HubSpot and CRM one-click deal sync, while active CRM and invoicing integrations are listed as coming soon on the homepage. |
| Intended users | Cone identifies accountants, bookkeepers, agencies, freelancers, legal firms, and other professional service businesses as users. | The product is described as built for web design agencies, creative studios, freelancers, and consultants selling scoped services. |
| Security | Cone states that it is SOC 2 Type 1 and GDPR compliant. | The security page says ProposalDoc uses HTTPS/TLS in transit and encryption at rest where supported by its infrastructure and vendors. |
| Support | Cone advertises free migration support to help customers move from an existing system. | The Founding Agency Pilot includes hands-on support sending the customer's first real client proposal. |
Plans
Cone
- Essentials$13 a month
- Growth$18 a month
- Essentials$11 a year
- Essentials$16 a month
- Growth$17 a year
- Growth$24 a month
ProposalDoc
- Free Demo & WorkspaceFree
- Founding Agency Pilot$149 a month
- Agency Pro$89 a month
- Founding Agency Pilot$149, paid once
In their own words
Cone
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.
ProposalDoc
ProposalDoc has no write-up on Specifiction yet; its figures are above.