Cone vs ProposalGrid

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.

ProposalGrid creates AI-assisted proposals and quotes, shares them as branded links, tracks client decisions and turns accepted work into print-ready invoices. Its AI can draft a proposal from a website or job description, including scope, deliverables, timeline and pricing; users can edit or regenerate individual blocks. A block editor supports headings, rich text, images and tables, and recalculates line items, quantities and totals automatically. Contacts can be imported from HubSpot, Pipedrive, Zoho, Salesforce, Excel or CSV exports. Each stakeholder can receive an individual link to a live branded proposal, with view tracking. Clients can accept online or request changes, and signatures may be typed or hand-drawn, with consent, timestamped audit trails, IP logging and tamper-evident content hashes. Optional reminders can follow up on undecided proposals or warn before expiration. Accepted proposals can become branded invoices, including on the free plan. The browser-based service supports client-facing materials in English or Lithuanian. Free allows five active documents and two AI drafts monthly; Pro costs €19 a month.