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Overview: Proposals

Create personalized, branded proposals with templates, custom details, and real-time client previews in Cone

Updated this week

You can learn more about proposals here


Summary

  1. Introduction to Cone's proposal creation

    • Streamline your proposal process from start to finish

    • Choose from a variety of industry-specific templates or create a proposal from scratch

  2. Customization options

    • Enhance brand presence with personalized colors, logos, and images

    • Detail services and pricing to meet client needs, ensuring clarity and professionalism

  3. Client preview and sharing

    • Utilize real-time preview tools to refine your proposal before sharing

    • Share proposals effortlessly via email or a shareable link for instant access

  4. Proposal management

    • Recall or re-send proposals as needed

    • Set reminders to keep track of client interactions

    • Track engagement metrics, including views and last review dates

  5. Post-acceptance features

    • Manage active services post-acceptance with ease

    • Make necessary adjustments to service details for continued satisfaction

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