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features
design
support

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What is EZcontractPro?

Develop design proposals that connect with the average prospective client by organizing your document into clearly defined sections and categories, weaving a narrative that aligns with their vision for the project. Many clients often seek assistance when it comes to choosing fixtures, so including Allowance Items can provide a thorough estimate that meets their needs. It's crucial to acknowledge that not all proposals receive approval on the first submission; thus, leveraging the addendum feature allows you to revise estimates and distinctly outline any changes made to the original proposal. Once a project gains confirmation, the chances of requiring adjustments rise, and this is where Change Orders become invaluable, allowing you to formally document additional work and establish clear agreements in writing for both parties. A well-structured payment plan is generally vital for most projects; by utilizing the payment terms form, you can easily create, adjust, and save payment structures that are tailored to the specifics of each project. If you often engage in similar tasks, employing templates can significantly enhance the efficiency of the estimate writing process, conserving both time and energy. Ultimately, with an array of tools available to you, the opportunities for improving your proposals are virtually endless, paving the way for greater client satisfaction and project success. In the competitive landscape of design, these strategies not only streamline your workflow but also elevate the overall quality of your proposals.

What is Cone?

Engage your clients while minimizing the time allocated to administrative duties, thus removing the necessity for manual invoicing and constant payment follow-ups. Cone’s intuitive proposal software represents the perfect combination of ease of use and practical features specifically designed for accountants. You can easily distribute well-crafted proposals and collect payment details beforehand with minimal effort. Once a proposal is approved, projects can kick off automatically, alleviating the need for manual handling. Enjoy a smooth transition into project commencement upon acceptance, gaining valuable insights into your team’s responsibilities, timelines, and overall progress to streamline workflows. Enhance your operational efficiency and achieve greater productivity levels. The client portal allows you to share documents, obtain electronic signatures, and request files effortlessly, negating the need for repeated client follow-ups. You can also create invoices straight from proposals or active projects, accommodating various payment methods including ACH or credit/debit cards. Acknowledging the crucial role of data security in your business's success, we have implemented stringent measures to protect your information effectively. This software enables you to concentrate on what truly matters: expanding your business and better serving your clients, while also offering tools that help you analyze project performance for continuous improvement.

Media

Media

Integrations Supported

Axis LMS
PayPal
Xero
Zoho Books

Integrations Supported

Axis LMS
PayPal
Xero
Zoho Books

API Availability

Has API

API Availability

Has API

Pricing Information

$19.99 per month
Free Trial Offered?
Free Version

Pricing Information

$8.51 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

EZcontractPRO.com

Date Founded

2018

Company Location

United States

Company Website

www.ezcontractpro.com

Company Facts

Organization Name

Cone

Date Founded

2022

Company Location

United States

Company Website

www.getcone.io

Categories and Features

Construction Estimating

Accounting Integration
Audit Trail
Bid Management
Billing & Invoicing
Building Product Database
Calculators
Change Orders
Contract Management
Cost Database
Customer Management
Customizable Templates
Electrical Estimating
HVAC Estimating
Historical Database
Job Costing
Plumbing Estimating
Price Data / Price Books
Project Management
Quote Management
Reporting/Analytics
Scheduling
Subcontractor Management
Takeoff
What-if Analysis

Contractor Management

Contractor Database
Insurance Tracking
License Tracking
Permit Tracking
Skills & Competencies
Task Management
Work Hour Tracking

Electrical Estimating

Billing & Invoicing
Change Orders
Cost Database
Project Management
Quotes / Proposals
Takeoff

HVAC Estimating

Billing & Invoicing
Commercial/Industrial
Cost Database
Data Import / Export
Equipment Maintenance
Financing Management
Labor Rates
Quotes/Proposals
Scheduling
Takeoff

Plumbing Estimating

Change Orders
Commercial / Industrial
Cost Database
Data Import / Export
Fitting Management
For General Contractor
Overhead Costs Estimating
Prebuilt Assembly
Quotes / Proposals
Takeoff

Remodeling Estimating

Cost Database
Quote Management

Residential Construction Estimating

Bid Management
Billing & Invoicing
Building Product Database
Change Orders
Customer Management
Project Management
Quote Management
Scheduling
Takeoff

Categories and Features

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Work Management

Access Roles / Permissions
CRM
Calendar Management
Collaboration Tools
File Storage / File Sharing
Kanban
Messaging / Discussion
Performance Metrics
Project Management
Reporting / Analytics
Resource Management
Strategic Planning
Task Management
Time Tracking
Version Control
Workflow Management

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