Anchor vs Fresh Proposals

Anchor is a web and mobile platform for preparing proposals and agreements, invoicing clients, and collecting payments. Its listed tools include built-in e-signatures, client activity tracking, online payment collection, CRM integrations, custom branding, and analytics and reporting. The Platform access plan has no subscription fee and includes unlimited users, companies or clients, proposals and agreements, automated invoices, and automated payments. A separate Payment fee plan costs $5 a month and is charged when a payment is received. It includes all features and tools, free bank transfer, and unlimited proposals, agreements, billing, and payments. Anchor is available on the web, iOS, and Android. Its maker is based in New York, New York, United States. The listed information does not specify the details of its CRM integrations or analytics and reporting tools, so readers may want to ask about those capabilities when assessing fit.

Fresh Proposals is web software for creating proposals, engagement letters, contracts, and quotes that can be tracked, electronically signed, and paid online. Its drag-and-drop editor supports text, images, fee tables, signatures, input forms, and reusable content. Interactive quotations let clients select fees or packages and change quantities; tiered pricing is also available. Analytics cover proposal cycle length, sales funnel, outstanding proposals, and engagement with proposal sections. Listed native integrations include HubSpot, QuickBooks, Xero, CPACharge, and LawPay, with access to more than 6,000 apps through Zapier. A REST API and signed webhooks are available on request for enterprise accounts. The service requires an internet connection and compatible browser, and recommends Chrome. The 14-day trial allows up to three active proposals. Starter costs $20 a month billed annually for 10 active proposals; Professional costs $40 a month billed annually for 30; Business costs $65 a month billed annually for unlimited active proposals.