
Cone
Designed for accounting and professional services firms, this innovative tool transforms the proposal process by enabling users to send polished proposals and collect payment information upfront. Projects launch automatically upon proposal acceptance, enhancing workflow efficiency. Seamless client interactions, secure data handling, and diverse payment options ensure faster invoicing and improved productivity.
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Top Cone Features
- Automated project kick-off
- Professional proposal generation
- Centralized client portal
- Client e-signature collection
- File request automation
- Multiple payment method support
- Real-time project progress tracking
- Workflow supercharging tools
- Custom invoice creation
- Seamless payment collection
- Task and deadline visibility
- User-friendly interface
- Data security measures
- Integrated billing solutions
- Time-saving automation features
- Client communication management
- Performance monitoring tools
- Analytics and reporting capabilities
- Customizable workflows
- Client satisfaction enhancement tools