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Cone Proposal-to-Payment Security Assessment

Sales & CRM

Sell more, bill faster, and collect money effortlessly. Cone Proposal-to-Payment platform streamlines business tasks to send impressive proposals, e-Sign, and automate your invoicing, billing, and payment collections--in a unified, secure platform. Loss of revenue, valuable time, and delayed payments are the unfortunate outcome of unprofessional proposals or quotes, missed invoices, manual billing systems, and late renewals. Cone is on a mission to solve these broken workflows that cost business

Data: 6/8(75%)
HIGH Friction
SECURITY VERIFIED • SAASPOSTURE • JAN 2026
F
Bottom 20%
Cone Proposal-to-Payment logoCone Proposal-to-Payment
SaaS Posture Assessment

9-Dimension Security Framework

Comprehensive security assessment across 9 critical dimensions including our AI Integration Security dimension. Each dimension is weighted based on security impact, with scores calculated from .
27
Overall Score
Weighted average across all dimensions
F
Security Grade
Critical
65% confidence

Identity & Access Management

F
Score:0
Weight:33%
Grade:F (Critical)

Compliance & Certification

F
Score:0
Weight:19%
Grade:F (Critical)

AI Integration Security

NEW
N/A
Score:0
Weight:12%
Grade:N/A

API Security

B
Score:0
Weight:14%
Grade:B (Top 25%)

Infrastructure Security

D
Score:0
Weight:14%
Grade:D (Below Avg)

Data Protection

D
Score:0
Weight:10%
Grade:D (Below Avg)

Vulnerability Management

A+
Score:0
Weight:3%
Grade:A+ (Top 5%)

Breach History

A+
Score:0
Weight:1%
Grade:A+ (Top 5%)

Incident Response

A
Score:0
Weight:1%
Grade:A (Top 10%)
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AI Integration Security Assessment (9th Dimension)

Assess whether SaaS applications are safe for AI agent integration using Anthropic's Model Context Protocol (MCP) standards. Identify Shadow AI risks before they become breaches and make safer AI tool decisions than your competitors.

Last updated: January 16, 2026 at 05:53 AM

Assessment Transparency

See exactly what data backs this security assessment

Data Coverage

6/8 security categories assessed

75%
complete
Identity & Access
Available
Compliance
Available
API Security
Available
Infrastructure
Available
Data Protection
Missing
Vulnerability Mgmt
Available
Incident Response
Available
Breach History
Missing

Score based on 6 of 8 categories. Missing categories could not be assessed due to lack of public data or vendor restrictions.

Evaluation Friction

HIGH
Estimated: 4+ weeks
0% public documentation accessibility

Evaluation friction estimates how long it typically takes to fully evaluate this vendor's security practices, from initial contact to complete assessment.

23 data sources successful

Transparency indicators show data completeness and vendor accessibility

Comprehensive Security Analysis

In-depth assessment with detailed recommendations

Security Analysis

Executive Summary

MetricValueAssessment
Security GradeFNeeds Improvement
Risk LevelHighNot recommended
Enterprise Readiness41%Gaps Exist
Critical Gaps0None

Security Assessment

CategoryScoreStatusAction Required
🟢 Breach History100/100excellentMaintain current controls
🟡 Vulnerability Management85/100goodMaintain current controls
🟠 Incident Response60/100needs_improvementMonitor and improve gradually
🟠 API Security50/100needs_improvementAdd rate limiting and authentication
🟠 Infrastructure Security30/100needs_improvementReview and enhance controls
🟠 Data Protection30/100needs_improvementImplement encryption at rest, TLS/HTTPS, and 1 more
🟠 Identity & Access Management25/100needs_improvementURGENT: Implement compensating controls immediately
🟠 Compliance & Certification0/100needs_improvementReview and enhance controls

Overall Grade: F (27/100)

Critical Security Gaps

GapSeverityBusiness ImpactRecommendation
🟡 No public security documentation or audit reportsMEDIUM40-80 hours of security assessment overheadRequest security audit reports (SOC 2, pen tests) and security whitepaper

Total Gaps Identified: 1 | Critical/High Priority: 0

Compliance Status

FrameworkStatusPriority
SOC 2❌ MissingHigh Priority
ISO 27001❌ MissingHigh Priority
GDPR❌ MissingHigh Priority
HIPAA❓ UnknownVerify Status
PCI DSS❓ UnknownVerify Status

Warning: No compliance certifications verified. Extensive due diligence required.

Operational Excellence

MetricStatusDetails
Status Page❌ Not FoundN/A
Documentation Quality❌ 0/10No SDKs
SLA Commitment✅ PublishedFormal SLA available
API Versioning✅ YesBreaking changes managed
Support Channelsℹ️ 1 channelsChat

Operational Facts Extracted: 5 data points from operational_maturity enrichment

Integration Requirements

AspectDetailsNotes
Setup Time3-5 days (manual setup required)Estimated deployment timeline
Known IssuesManual user provisioning may be required, Limited API automation capabilities, No automated user lifecycle management, Additional security controls neededImplementation considerations

Authentication Capabilities

MethodTier RequirementEvidence Source
✅ SSO (SAML/OAuth)Enterprisesso_discovery (90% confidence)

Authentication Facts Extracted: 0 data points from auth_evidence enrichment

⚠️ Inherent Risk Consideration

Data Sensitivity: This application stores sensitive data:

  • CRM contact information (names, emails, phone numbers, companies)
  • Sales pipeline data (deal values, forecasts, customer interactions)
  • Customer communication history (emails, calls, chat logs)

Risk Level: HIGH - Contains personally identifiable information (PII)

Compliance Requirements:

  • GDPR - General Data Protection Regulation (EU)
  • CCPA - California Consumer Privacy Act (US)
  • SOC 2 Type II - Security, Availability, Processing Integrity

Compliance & Certifications

0
Active
0
Pending
6
Not Certified

API Intelligence

Transparency indicators showing API availability and access requirements for Cone Proposal-to-Payment.

API Intelligence

Incomplete

API intelligence structure found but no operations extracted. May require manual review.

Incomplete API Intelligence

Our automated extraction found API documentation but couldn't extract specific operations. This may require manual review or vendor assistance.

View Vendor Documentation

AI-Powered Stakeholder Decision Analysis

LLM-generated security perspectives tailored to CISO, CFO, CTO, and Legal stakeholder needs. All analysis is grounded in verified API data with zero fabrication.

Security Posture & Operational Capabilities

Comprehensive assessment of Cone Proposal-to-Payment's security posture, operational maturity, authentication capabilities, security automation APIs, and breach intelligence.

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Operational Data Not Yet Assessed

We haven't collected operational maturity data for Cone Proposal-to-Payment yet.

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Authentication Data Not Yet Assessed

We haven't collected authentication and authorization data for Cone Proposal-to-Payment yet.

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Security Automation APIs

Programmatic user management, data operations, and security controls

Frequently Asked Questions

Common questions about Cone Proposal-to-Payment

Answer coming soon. Check back later for updates.

Recurly is PCI-DSS Level 1 compliant, a standard that specifies best practices and specific security controls. Cardholder data is sent directly to Recurly to minimize risk to your business. Recurly pr

Source: Search insights from Google, Bing

Compare with Alternatives

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Security Comparison Insight

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