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Cone Proposal to Payment

Cone Proposal

Cone Proposal-to-Payment is a new and highly differentiated solution in the market. They provide a comprehensive platform to send proposals, e-Sign, and automate your invoicing, billing, and payment collections. Their wide array of features on a unified platform simplifies the entire proposal-to-payment process, eliminating the need for tedious paperwork and manual follow-ups. Cone Proposal-to-Payment gives the freedom to streamline business tasks and achieve business growth. Create a seamless experience for your clients right from the start.


What is a Cone Proposal?


A cone proposal is a document that outlines a detailed plan of action, deliverables, timeline, and budget for a project. It is typically used by service providers, such as consultants, freelancers, or agencies, to present their proposed solution to a client’s problem. The name “cone proposal” originates from its shape, as it starts with a broad overview and narrows down to the specifics as the proposal progresses.


Benefits of Using a Cone Proposal


Using a cone proposal offers several advantages for both the service provider and the client. Some of the key benefits include:


  • Clarity: A cone proposal provides a clear and structured overview of the proposed solution, making it easier for the client to understand the project’s scope and objectives.


  • Transparency: By outlining the deliverables and associated costs, a cone proposal ensures transparency between the service provider and the client. This helps build trust and minimizes the chances of misunderstandings later on.


  • Professionalism: Cone proposals demonstrate a high level of professionalism and dedication to delivering results. They showcase the service provider’s expertise and commitment to addressing the client’s needs.


  • Efficiency: With a well-structured cone proposal, the client can easily evaluate the proposed solution and compare it with other potential providers. This streamlines the decision-making process and saves time for both parties involved.



  • Create personalized web proposals and engagement letters within minutes. You can explore pre-built templates, a content library, and customizable white-label options.
  • Generate quotes quickly, track and engage in real-time. Simplify pricing conversations, and standard pricing practices with an in-built price quote tool.
  • Securely e-sign, and get real-time updates when an action is done on your proposals.
  • Automate invoicing, and get paid faster with automated payment collections capability and reminders set up.
  • Take the hassle out of collections and let technology do the work for you. Reduced errors, and faster results, all while maintaining control of your receivables and saving 30+ hours weekly.
  • Integrate with your existing accounting software, CRM, and other systems.


This intuitive platform eliminates the need for manual follow-ups and ensures prompt and efficient collaboration between businesses and clients. With real-time tracking and engagement capabilities, users can easily monitor and modify quotes, proposals ensuring seamless communication with clients and increasing the efficiency of the business process. The automated reminders and payment collection help businesses expedite the payment process, improve cash flow, and focus on core operations. Instant updates and notifications capabilities ensure prompt collaboration, reducing the need for manual follow-ups and enhancing overall efficiency, eliminating delays and assists in expediting the decision-making process, allowing businesses to move forward quickly with clients

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