Cone vs Upland Qvidian

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.

Upland Qvidian helps enterprise sales and proposal teams prepare personalized, branded proposals and respond to RFPs and other requests. Its automation supports answering, content generation, and document analysis, while AI Assist can create or revise material and query documents. A content library lets teams tag and segment material by product, region, team, department, or language. Qvidian supports proposal workflows centered on Microsoft Word and PowerPoint. Users can start proposals from Salesforce and import CRM data; mapped details such as pricing can be refreshed when Salesforce records change. Collaboration tools include permissions, in-product messaging, review workflows, and audit tracking. Security controls include configurable access, approvals, version control, change tracking, and event auditing. Upland lists GDPR, ISO 27001, and SSAE 16 Type II among Qvidian's security and regulatory compliances. Qvidian for Web is an optional integration for licensed users, included at no additional cost, and accessible through Chrome, Firefox, and Microsoft Edge on Windows or Mac. Pricing is on request.