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How-To: Configure Additional Emails For Cone Notifications

Updated this week

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

  1. Go to Settings

    1. Navigate to the Emails and Reminders tab under your Cone account settings

  2. Locate reminder settings:

    1. Here, you’ll see your existing reminder and notification configurations

  3. Add additional emails:

    1. Under each category (Proposals, Client requests, Invoices), you’ll find an option to add additional email addresses

    2. Enter the email addresses you want to CC for each notification type

    3. 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

  1. Open client settings:

    1. Go to the specific client’s settings page

  2. Specify additional emails:

    1. Add any client-specific email addresses (e.g., [email protected]) that should receive invoice notifications

    2. This is especially useful if your client uses accounting or receipt-capturing software

  3. Automatic CC:

    1. 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

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