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Getting Started
13 articles
Overview: ProposalsCreate personalized, branded proposals with templates, custom details, and real-time client previews in Cone
Overview: Proposal TemplatesEasily customize and send professional proposal templates in Cone, save them for future use
Overview: InvoicesEasily create and manage one-off invoices in Cone with customizable settings
Overview: Recurring InvoicesStreamline your billing with Cone's automatic recurring invoices—reduce manual work and manage payments effortlessly
Overview: Proposal InvoicingFlexible proposal billing: Configure one-time, recurring, or milestone-based Invoices with ease
Overview: Deals ManagementGetting started with deals management in Cone
Overview: Client RequestsEnhance client engagement with Cone’s Client Requests feature, streamlining workflows and communication seamlessly
Overview: Client PortalBoost client collaboration with Cone's Client Portal for seamless task management and secure communication
Overview: Invoice Activity LogInvoice activity log: Full transparency and control over your invoices
Overview: ServicesMaster your service offerings with create, manage, and categorize tools, featuring customizable pricing models and dynamic adjustments
Overview: Project TemplatesStreamline your workflow with Cone's project templates, easily customize and manage tasks for efficient team collaboration
Overview: Projects And TasksManage projects effortlessly with custom templates and client requests
Overview: Time Tracking With ConeEfficiently track your work with Cone's time management tools