Proposals
32 articles
Overview: Views & Column ManagementLearn how to use views, filters, and manage columns in Cone's list views
Your first proposal: start here with a video guide
đź“– Craft stunning Proposals on Cone: An in-depth GuideA guide to creating proposals in Cone
Managing sent proposals
Managing signed proposals
Proposal: Auto-saveProposal auto-save saves your work every 30 seconds, protecting your progress even without completing all mandatory fields
Clients and Contacts OverviewUnderstanding Cone's client and contact management features
How to setup proposals with invoicing
How to use proposal templates?
Proposals overviewCreate personalized, branded proposals with templates, custom details, and real-time client previews in Cone
Proposal templates overviewEasily customize and send professional proposal templates in Cone, save them for future use
Proposal invoicing overviewFlexible proposal billing: Configure one-time, recurring, or milestone-based Invoices with ease
How to save a proposal as a template
How to customize PDF layout in proposalsCustomize how your proposal PDFs look in Cone with section controls, page breaks, and live preview—all from the editor
How to view and download a PDF while working with proposals
How to download a signed proposal contractDownloading a copy of the signed contract you have with a client
Multiple signers in proposalsCollect every stakeholder’s signature on a single Cone proposal—securely, in the right order, and without manual chasing
How to view a signature certificate for signed proposals
Multiple pricing packagesEasily present and manage multiple pricing packages in Cone proposals, giving clients flexible options and a seamless selection experience
Proposal Reminders
How to manage reminder settings for a sent proposal
Templates Overview
How to standardize font size in the editorStandardize font sizes in Cone editor
How to navigate to service presentation settingsNavigating to service presentation settings for a client inside a proposal
How to customize services presentation in proposalsEnhance proposals with customizable service presentation. Adjust layouts, group services, tailor details, and customize labels
How to manage reminder settings for a sent proposal
How to manage proposal email reminder settings
How to manage services when creating a proposal
How to renew a proposal and accept on a client's behalf
How to configure tax display for services in a proposalConfiguring settings to show or hide taxes when presenting services to clients
How to set up automatic billing with proposalsStreamline your workflow with Cone's automatic proposal and invoicing system, saving time and effort
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