Cone allows you to specify additional email addresses to receive notifications for proposals, client requests, and invoices—making it easier to keep your team and your clients’ teams in the loop
What are additional notification emails?
Additional notification emails are secondary email addresses you can add at both the account and client level. These addresses will receive copies of notifications sent out by Cone, such as proposals, client requests, and invoice updates
Why use additional notification emails?
Keep key stakeholders informed: Automatically notify your finance, billing, or operations teams without manual forwarding
Support client-side workflows: Let your clients add a dedicated receipts or accounting email to ensure their systems capture all relevant documents
Enhance transparency: Ensure everyone who needs to see an update gets notified, reducing missed communications
How to add additional emails at the account level
Go to
Settings
Navigate to the Emails and Reminders tab under your Cone account settings
Locate reminder settings:
Here, you’ll see your existing reminder and notification configurations
Add additional emails:
Under each category (
Proposals,
Client requests
,Invoices
), you’ll find an option to add additional email addressesEnter the email addresses you want to CC for each notification type
Example: Add your billing department’s email (e.g., [email protected]) to receive all invoice-related emails
How to add additional emails at the client level
Open client settings:
Go to the specific client’s settings page
Specify additional emails:
Add any client-specific email addresses (e.g., [email protected]) that should receive invoice notifications
This is especially useful if your client uses accounting or receipt-capturing software
Automatic CC:
When Cone sends an invoice-related email to your client’s primary contact, a copy will also be sent to the additional address you specified
Cone’s additional notification emails feature gives you the flexibility to keep everyone informed—both on your team and your client’s side