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Proposals · head to head

Cone vs Proposify

Cone logo

Cone

Proposals

Proposal to payment software for accounting and bookkeeping firms, with engagement letters and direct debit

From
On request
Rated
-
Full reviewWebsite
Proposify logo

Proposify

Sales Enablement

Proposal Software That Closes Deals

From
$19/month
Rated
-
Full reviewWebsite

The short version

  • Each has a real cost: Cone the product is shaped around accountancy engagements, so a freelancer or agency outside professional services pays for engagement letter and compliance features they will never open.; Proposify document sends are capped monthly and billed per overage, at 10 sends on Basic with $0.50 each beyond
  • They diverge on capability: Cone covers Engagement letters, Proposify covers Proposal templates.
  • Prices and features above were last checked on 31 August 2026.

Where they differ

Only the attributes on which Cone and Proposify actually diverge.

Attributes where Cone and Proposify differ
AttributeConeProposify
Starting priceOn request$19/month
Pricing modelquotesubscription
CategoryProposalsSales Enablement
FoundedUnknown2013

Identical on both: free tier (No), platforms (Web), user rating (Not yet rated).

What each one covers

Drawn from each product's published feature list. An absence here means we hold no record of it - not that the product lacks it.

Only in Cone

  • Engagement letters
  • Electronic signature
  • Recurring billing
  • Direct debit collection
  • Scope creep flagging
  • Service line templates
  • Client onboarding tasks

Only in Proposify

  • Proposal templates
  • Content library
  • Electronic signatures
  • Analytics
  • Interactive pricing
  • Salesforce
  • HubSpot
  • Pipedrive

What people use each for

The jobs each tool is most often brought in to do.

Cone

  • A bookkeeping practice moving clients from ad hoc invoicing onto signed recurring fee agreementsnot Proposify
  • An accountancy firm that needs engagement letter wording attached to every proposal for compliance reasonsnot Proposify
  • A practice losing revenue to out of scope work that is never billed because nobody notices itnot Proposify
  • Standardising pricing across a firm so that partners stop quoting the same service at different ratesnot Proposify

Proposify

  • Document proposal and template managementnot Cone
  • Sales document tracking and managementnot Cone
  • Team collaboration on proposalsnot Cone

Where each one falls short

Documented limitations, not opinions. Every one is a constraint you would hit in normal use.

Cone

  • The product is shaped around accountancy engagements, so a freelancer or agency outside professional services pays for engagement letter and compliance features they will never open.
  • Recurring collection depends on which payment rails are supported in your country, and direct debit coverage varies enough that the headline benefit may not apply to your client base.
  • Practice management integration is shallower than the incumbents, so client records often exist in two systems and have to be reconciled.
  • Pricing is not published, which makes it hard to compare against a general proposal tool without entering a sales process first.
  • As a younger vendor in a market that consolidates through acquisition, roadmap continuity carries more risk than choosing an established practice software supplier.

Proposify

  • Document sends are capped monthly and billed per overage, at 10 sends on Basic with $0.50 each beyond
  • The Business plan's overage rate of $0.75 per send is higher than either cheaper plan despite starting at $3,900 a year
  • Document analytics, integrations and custom fields all require the Team plan at $49 per user per month
  • API access and SSO are Business only
  • The Basic plan includes a single collaborator seat

Pricing, plan by plan

Cone

On request
  • Cone$undefined/year
    • Proposals and engagement letters
    • Electronic signature
    • Recurring billing and direct debit mandates

Proposify

$19/month
  • Basic$19/month
    • 10 document sends per month
    • Annual billing (monthly billing: $29/month)
    • Overage: $0.50 per send
  • Team$41/month
    • 30 document sends per month
    • Annual billing (quarterly billing: $49/month)
    • Overage: $0.30 per send
  • Business$3900/year
    • 75 document sends per month
    • Custom pricing (starts at $3,900/year)
    • Overage: $0.75 per send
  • Enterprise$null/month
    • Custom pricing and send limits

Which should you pick?

Choose Cone if

  • You need engagement letters.
  • You also want electronic signature.
Cone review

Choose Proposify if

  • You need proposal templates.
  • You also want content library.
Proposify review

Questions people ask

Is Cone or Proposify better?
Neither clearly leads. Cone starts at On request and Proposify at $19/month, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Cone or Proposify?
Cone starts at On request and Proposify at $19/month.
Does Cone or Proposify run on more platforms?
Both run on Web, so platform support will not decide this one for you.
What is Cone best used for?
Cone is most often used for a bookkeeping practice moving clients from ad hoc invoicing onto signed recurring fee agreements, an accountancy firm that needs engagement letter wording attached to every proposal for compliance reasons, a practice losing revenue to out of scope work that is never billed because nobody notices it, standardising pricing across a firm so that partners stop quoting the same service at different rates. Of those, a bookkeeping practice moving clients from ad hoc invoicing onto signed recurring fee agreements and an accountancy firm that needs engagement letter wording attached to every proposal for compliance reasons are not what Proposify is typically brought in for.
What can Cone do that Proposify cannot?
Cone covers Engagement letters, Electronic signature, Recurring billing, Direct debit collection. Proposify covers Proposal templates, Content library, Electronic signatures, Analytics.

Answered from the vendors’ own pages

Cone: Is this only for accountants?

It is designed for accounting and bookkeeping firms. Other professional services firms use it, but general freelancers will find most of it irrelevant.

Proposify: How much does Proposify cost?

Proposify Basic plan costs $19/user/month (annual) or $29/user/month (monthly). Team plan is $41/user/month (annual) or $49/user/month (quarterly). Business starts at $3,900/year with custom pricing for Enterprise. All prices in USD.

Source
Cone: Does it handle recurring fees?

Yes, and that is the main reason firms adopt it. Acceptance creates the fee schedule and the collection mandate together.

Proposify: What document send limits does each plan include?

Basic includes 10 monthly sends ($0.50 per overage), Team includes 30 monthly sends ($0.30 per overage), and Business includes 75 monthly sends ($0.75 per overage). Enterprise has custom limits.

Source
Cone: How are payments collected?

Through supported card and direct debit providers, whose processing fees apply on top of the subscription.

Proposify: Does Proposify offer a free trial?

Yes, Proposify offers a 14-day free trial on the Team plan features with no credit card required.

Source
Cone: What is scope creep flagging?

It compares work performed against the scope agreed in the proposal and surfaces the difference so it can be billed rather than absorbed.

Proposify: How much do I save with annual billing?

Annual billing offers significant discounts compared to monthly options. For example, Basic plan saves up to 4 months of fees per year when billed annually versus monthly.

Source
Cone: Is pricing published?

Not in a form that can be quoted reliably. Expect a sales conversation before you can compare it on cost.

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