September brought significant improvements to help you work more efficiently and serve your clients better. We've focused on giving you more control over your workspace, streamlining data migration, adding flexibility to how you manage proposals and billing, and enhancing customizability with projects and client portal for practice management.
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✨ What’s new in September?

New features

• Custom roles: Control team member permissions with granular role-based access control. Define who can view, edit, and manage different parts of your workspace. Watch video
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• Custom fields: Add custom data fields to clients, contacts, deals, and projects. Track the information that matters to your business. Watch video
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• Views and column management: Customize your workspace views. Show, hide, and reorder columns to match your workflow. Watch video
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• Proposal multiple signers: Require signatures from multiple stakeholders on a single proposal. Perfect for approvals that need sign-off from multiple decision-makers. Watch video
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• Bulk import from accounting software: Import clients and invoices directly from QuickBooks Online and Xero. Migrate your data efficiently. Watch video
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• Bulk client import from CSV: Upload multiple clients at once via CSV. Speed up onboarding and data migration.

Enhancements

• Email signature: Add professional signatures to all outgoing emails from Cone. Watch video
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• Custom field ordering: Arrange custom fields in the order that makes sense for your workflow. Watch video
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• Recurring settings preview schedule: Preview the complete schedule before creating recurring invoices or projects.

• Updated dashboards: Refreshed dashboard design with clearer metrics and better data visualization

• Client filters in proposals: Filter and find clients faster when creating proposals.

• Custom fields as filters: Use your custom fields to filter and segment clients, proposals, invoices, and projects.

• Section reminder settings: Configure reminder settings at the project section level for more flexible control.
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• Convert automatic payment collection to manual: Switch payment collection methods for existing invoices as needed. Watch video
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• Enable client portal via email: Send client portal invitations directly through email. Watch video
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• Group proposal services: Organize proposal line items by category or by category and billing period for clearer presentation.

• Reorder invoice line items: Drag and drop to arrange invoice items in any order
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• Missing placeholders indicator: Get notified when email templates contain placeholders without values.

• Chat support for email: Have collaborative conversations with your team for each email.

Ready to explore these updates? Dive in now or check out our Help center for step-by-step guides.