Anchor vs Proposal Expert
Anchor
sayanchor.com
Proposal Expert
proposal.expertSide by side
| Figure | Anchor | Proposal Expert |
|---|---|---|
| Price from | $5/mo | €24/mo |
| Free plan | Yes | Yes |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | Yes |
| Plans published | 3 | 8 |
| Spec score · Proposal Software | 9.4 (#2) | 9.1 (#4) |
| Company identity | LinkedIn describes Anchor as a privately held U.S. financial-services company headquartered in New York, with 51–200 employees and an Israel R&D center. | The privacy policy identifies the service operator only under the name Proposal Expert and does not provide a separate legal company name. |
| CRM integrations | Yes | The pricing page lists HubSpot and Pipedrive for Professional and Salesforce for Business. |
| Built-in e-signatures | Yes | Yes |
| Free plan | Yes | Yes |
| 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. | Live CRM connections are listed for HubSpot, Salesforce and Monday.com; Pipedrive is described as in development, while Zoho, Dynamics 365, Teamleader and Exact Online are planned. |
| Rating on G2 | 4.9 out of 5 from 125 reviews. | 0.0 out of 5 from 0 reviews; G2 says there are not enough reviews to provide buying insight. |
| What it does | Anchor automates proposals, agreements, invoicing, payment collection and reconciliation for accounting and professional-services firms. | Proposal Expert is browser-based software for creating, sending, tracking and signing business proposals. |
Plans
Proposal Expert
- FreeFree
- Starter€24 a month
- Professional€59 a month
- Business€109 a month
- Starter€24 a month
- Professional€59 a month
- Business€109 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.
Proposal Expert
Proposal Expert is a web-based subscription service for creating proposals, combining an editor, AI feedback, and CRM integrations. Its assistant, Fred, suggests stronger wording, flags weak points, and supports multilingual proposals. Engagement tracking reports when a client opens a proposal, which sections they read, and how long they spend reading. Electronic signatures use email verification and record an audit trail. HubSpot and Pipedrive integrations are listed for Professional, while Salesforce is listed for Business. The company says customer data is stored on servers in the EU, encrypted in transit with TLS 1.2+ and at rest with AES-256, and not sold or used to train foundation models. The free plan includes three proposals per month, 25 AI credits, five templates, three e-signatures per month, basic analytics, and 250 MB of storage. Starter costs €24.00 per month. Support is available in Dutch and English, with weekday replies within one business day; there is no phone line during the beta. Monthly AI credits are pooled per workspace and roll over for one month, capped at one times the monthly allocation.