Cone Monthly Digest: June 2025

Cone’s latest updates help you work smarter—offering more flexible proposals, streamlined billing, and seamless integrations. Get more done, serve clients better, and keep your practice running smoothly with these powerful new features

✨ What’s new in June?

• Multiple pricing packages: Offer clients flexible options in a single proposal for faster, easier decisions. Learn more
• E-sign custom fields: Specify additional custom fields to fill with e-signature client requests
• QBO payments reconciliation: Effortlessly sync and reconcile QuickBooks Online payments for accurate books
• Client billing schedule: View and manage billing schedules for each client. Learn more
• Signature certificate for proposals: Instantly view signature certificates within your proposal dashboard for added transparency. See how
• OneDrive integration: Connect your favorite cloud storage—seamlessly attach and manage files from OneDrive
• Persistent filters: Save time by keeping your preferred filters active, even as you navigate different views
• Billing enhancements
  - Easily bill a milestone service without future date. See how
  - Filter clients by payment method status

• Email enhancements: Send customized emails with invoice cancelation and client portal invite
• Service mapping QBO integration: Use services/products for precise account mapping with QuickBooks Online
• Invoice public preview status: Instantly check invoice status in public preview mode

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