Cone’s storage integrations are designed to let you work seamlessly with your existing storage solutions—such as Google Drive and SharePoint—without disrupting your workflow or moving your data. Here’s how the integration process works and the benefits it brings:
Seamless connection to external storage
Multiple storage options: Cone supports integration with popular storage platforms like Google Drive and SharePoint.
Easy setup: Simply navigate to Cone’s Settings, select Integrations, and find your preferred storage under the “Other” section. Click “Connect” and follow the on-screen prompts to authorize access
Flexible folder management
Automatic or manual folder mapping: Once integrated, you can choose to let Cone automatically create new folders for each new client, or you can manually map existing folders from your storage to specific clients in Cone
Folder templates: Apply folder templates to maintain a consistent and organized file structure for every client
Effortless file access and embedding
Direct file selection: When creating proposals or templates in Cone, you can embed media or documents directly from your connected storage. There’s no need to download files and re-upload them—just select the file you want and it’s instantly available
Template reusability: Save templates with embedded files for repeated use, streamlining your workflow
Integrated client file management
Client files: Each client in Cone has a dedicated
Filestab. Here, you can view and manage the storage integration and see which folder is mapped to that clientOpen in storage: For any file or folder, use the triple-dot menu to open it directly in your storage provider, giving you full control and visibility
Secure and organized file handling
Automatic storage: Any files uploaded by you or your clients—whether through proposals, client portals, or client requests—are automatically stored in the correct folder in your integrated storage
Data security: All files and folders remain in your connected account, ensuring your data is secure and always under your control
Enhanced client collaboration
Client portal integration: When clients upload files through the portal, those files are automatically saved in the appropriate folder, keeping everything organized without manual intervention
Client requests: Specify exactly where files should be stored when creating client requests, ensuring uploads go to the right place every time
With Cone’s storage integrations, you get the best of both worlds: the organizational power and collaboration features of Cone, and the familiarity and control of your chosen storage solution. All your files remain secure, organized, and instantly accessible—making client and document management effortless
You can learn more about custom storage integrations here