Anchor vs PandaDoc
Anchor
sayanchor.com
PandaDoc
pandadoc.comSide by side
| Figure | Anchor | PandaDoc |
|---|---|---|
| Price from | $5/mo | $19/mo |
| Free plan | Yes | Yes |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Plans published | 3 | 10 |
| Spec score · Proposal Software | 9.4 (#2) | 9.4 (#1) |
| Analytics and reporting | Yes | Yes |
| Client activity tracking | Yes | Yes |
| CRM integrations | Yes | Yes |
| Custom branding | Yes | Yes |
| Built-in e-signatures | Yes | Yes |
| Free plan | Yes | Yes |
| Headquarters | New York, New York, United States | San Francisco, California, USA |
| Integrations | Native or listed connections include QuickBooks Online, Xero, NetSuite, Sage, Gmail, Outlook, Zapier, Make, Slack, Microsoft Teams, HubSpot, monday.com and multiple practice-management systems. | Featured integrations include HubSpot, Salesforce, Pipedrive, monday.com, Stripe, Square, Zapier, Slack and Greenhouse. |
| Online payment collection | Yes | Yes |
| What it does | Anchor automates proposals, agreements, invoicing, payment collection and reconciliation for accounting and professional-services firms. | PandaDoc automates proposals, quotes and contracts through document creation, sending, signing and tracking workflows. |
Plans
PandaDoc
- FreeFree
- FreeFree
- Starter$19 a month
- Starter$35 a month
- Business$49 a month
- Business$65 a month
- FreeFree
- Starter$19 a month
- Business$49 a month
- EnterprisePriced on request
In their own words
Anchor
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.
PandaDoc
PandaDoc automates proposals, quotes, and contracts through document creation, sending, signing, and tracking workflows. Templates, rich media, and a drag-and-drop editor support agreement creation, while real-time editing, comments, and approval workflows let teams review documents before delivery. Recipients can sign electronically, and notifications, reminders, and reporting show when documents are opened, viewed, or completed. Document workflows can include product catalogs, Configure-Price-Quote tools, and payment collection. Integrations include Salesforce, HubSpot CRM, Pipedrive, Stripe, Slack, Canva, and Dropbox; the platform also provides an API and document embedding. The free plan allows 60 documents per year and up to two recipients per document, with unlimited storage and users; downloads are PDF only. Paid plans start at $19 per user per month billed annually. PandaDoc offers a mobile app for creating, viewing, tracking, signing, and uploading documents, but accounts with pandadoc.eu addresses cannot use it. PandaDoc states that it is E-SIGN, UETA, and HIPAA compliant and SOC 2 certified.