Anchor vs Upland Qvidian
Anchor
sayanchor.comUpland Qvidian
uplandsoftware.comSide by side
| Figure | Anchor | Upland Qvidian |
|---|---|---|
| Price from | $5/mo | — |
| Free plan | Yes | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | — | Yes |
| macOS | — | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | Yes |
| Plans published | 3 | 2 |
| Spec score · Proposal Software | 9.4 (#2) | 8.3 (#26) |
| Analytics and reporting | Yes | Yes |
| CRM integrations | Yes | Yes |
| Custom branding | Yes | Yes |
| Headquarters | New York, New York, United States | Austin, Texas, United States |
| Rating on Capterra | 5.0 out of 5 from 31 reviews. | 4.4 out of 5 from 41 reviews |
| Rating on G2 | 4.9 out of 5 from 125 reviews. | 4.3 out of 5 from 166 reviews |
| Rating on TrustRadius | 9.5 out of 10 from 2 reviews. | 8 out of 10 from 41 reviews |
| Security controls | Anchor says it holds SOC 2 Type II, encrypts data in transit and at rest, and applies scoped permissions to integrations. | Security-related features include configurable user access and permissions, multi-step review and approval workflows, version control, change tracking, and event auditing. |
| What it does | Anchor automates proposals, agreements, invoicing, payment collection and reconciliation for accounting and professional-services firms. | Qvidian is cloud software for automating RFP responses, sales proposals and related documents. |
Plans
Upland Qvidian
- Custom enterprise quotePriced on request
- QvidianPriced 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.
Upland Qvidian
Upland Qvidian helps enterprise sales and proposal teams prepare personalized, branded proposals and respond to RFPs and other requests. Its automation supports answering, content generation, and document analysis, while AI Assist can create or revise material and query documents. A content library lets teams tag and segment material by product, region, team, department, or language. Qvidian supports proposal workflows centered on Microsoft Word and PowerPoint. Users can start proposals from Salesforce and import CRM data; mapped details such as pricing can be refreshed when Salesforce records change. Collaboration tools include permissions, in-product messaging, review workflows, and audit tracking. Security controls include configurable access, approvals, version control, change tracking, and event auditing. Upland lists GDPR, ISO 27001, and SSAE 16 Type II among Qvidian's security and regulatory compliances. Qvidian for Web is an optional integration for licensed users, included at no additional cost, and accessible through Chrome, Firefox, and Microsoft Edge on Windows or Mac. Pricing is on request.