Anchor vs Proposify

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.

Proposify is a web app for sales teams to create, send, track, and close customized proposals. Its drag-and-drop editor handles text, images, video, tables, and shapes, and interactive quotes let buyers select optional fees or enter quantities. Document analytics show when recipients open a proposal and how long they spend in each section. Documents can be created without a plan limit, though monthly send allowances vary: Basic includes 10, Team 30, and Business 75. All plans allow legal e-signatures, and the service supports online payment collection, custom branding, and CRM integrations. Proposals are created and sent in the web app; an iOS companion app monitors proposal activity. A 14-day trial includes Team plan features. Basic costs $19/user/mo when billed annually, while Basic monthly costs $29/user/mo and Team quarterly costs $49/user/mo. The company states that proposals use encrypted links and 256-bit SSL security, and that it is GDPR compliant and SOC 2 Type 2 certified.