Anchor vs ProposalDoc
Anchor
sayanchor.comProposalDoc
proposaldoc.comSide by side
| Figure | Anchor | ProposalDoc |
|---|---|---|
| Price from | $5/mo | $89/mo |
| Free plan | Yes | Yes |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | — |
| Plans published | 3 | 4 |
| Spec score · Proposal Software | 9.4 (#2) | 8.2 (#36) |
| Analytics and reporting | Yes | Yes |
| Client portal | Clients receive a portal for agreements, invoices and payment methods. | Clients can review proposals through a web link without an account, with password and expiry controls available when enabled. |
| Client activity tracking | Yes | Yes |
| CRM integrations | Yes | Yes |
| Custom branding | Yes | Yes |
| Built-in e-signatures | Yes | No |
| 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. | The Agency Pro plan lists HubSpot and CRM one-click deal sync, while active CRM and invoicing integrations are listed as coming soon on the homepage. |
Plans
ProposalDoc
- Free Demo & WorkspaceFree
- Founding Agency Pilot$149 a month
- Agency Pro$89 a month
- Founding Agency Pilot$149, paid once
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.
ProposalDoc
ProposalDoc has no write-up on Specifiction yet; its figures are above.