Cone vs Proposify

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.

Proposify is a web app for sales teams to create, send, track, and close customized proposals. Its drag-and-drop editor handles text, images, video, tables, and shapes, and interactive quotes let buyers select optional fees or enter quantities. Document analytics show when recipients open a proposal and how long they spend in each section. Documents can be created without a plan limit, though monthly send allowances vary: Basic includes 10, Team 30, and Business 75. All plans allow legal e-signatures, and the service supports online payment collection, custom branding, and CRM integrations. Proposals are created and sent in the web app; an iOS companion app monitors proposal activity. A 14-day trial includes Team plan features. Basic costs $19/user/mo when billed annually, while Basic monthly costs $29/user/mo and Team quarterly costs $49/user/mo. The company states that proposals use encrypted links and 256-bit SSL security, and that it is GDPR compliant and SOC 2 Type 2 certified.