
Cone
7.8#9 in proposal softwareFrom $16 a monthAndroidiOSWeb
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| Fact | Cone | Proposal Expert |
|---|---|---|
| Built-in e-signatures | Yes | Yes |
| Free plan | No | Yes |
| Integrations | Cone lists QuickBooks Online, Xero, Zoho Books, Stripe, and GoCardless integrations. | Live CRM connections are listed for HubSpot, Salesforce and Monday.com; Pipedrive is described as in development, while Zoho, Dynamics 365, Teamleader and Exact Online are planned. |
| Product | Cone combines proposals, billing, payments, and practice management in one platform. | Proposal Expert is a subscription SaaS for creating proposals, combining an editor, AI feedback and CRM integrations. |
Cone is aimed at accountants, bookkeepers, agencies, freelancers, legal firms, and other professional service businesses. It suits teams wanting proposals, client portals, billing, payments, and workflows together.
Proposal Expert suits freelancers, self-employed professionals and sales teams that create proposals. Teams needing CRM connections, collaboration or white-labeling may consider its higher plans.