Cone offers seamless integration with popular external storage solutions, allowing you to centralize your workflow while keeping your data in the platforms you already use. The main storage integrations currently supported by Cone include
You can learn more about storage integrations overview here
Use cases for storage integrations with Cone:
Centralized document management: Access, organize, and manage all your client files and business documents directly within Cone, while storing them in your preferred storage platform
Streamlined collaboration: Collaborate with your team and clients using familiar storage tools, ensuring everyone is working with the latest files
Automated file organization: Automatically create or map folders for each client, keeping files organized without manual work
Efficient proposal and template management: Embed media and documents from your storage directly into proposals and templates, eliminating the need to download and re-upload files
Secure client file handling: Ensure that all files uploaded by you or your clients are stored securely in your chosen storage, maintaining control and compliance
Direct access and control: Open, manage, and organize files or folders in your storage solution directly from Cone, providing flexibility and transparency