Anchor vs Zuora CPQ

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.

Zuora CPQ helps sales teams quote combinations of subscriptions, products and services throughout a subscriber relationship. It supports quotes for new deals, upsells, cross-sells and renewals, including multi-year ramp arrangements and customer-specific prices or discounts. The product provides metrics for assessing the financial impact of subscription changes and can automate downstream changes such as change orders, provisioning, invoicing and revenue reallocations. Zuora CPQ for Salesforce is a managed package for managing quotes, accounts and subscriptions. Zuora says it requires Salesforce Sales Cloud Enterprise or Unlimited Edition and is not natively supported in Service Cloud. Developer resources include a Component Library and Order Builder SDK; low-code SDKs and APIs are described for connecting with existing applications. Microsoft and Snowflake are named as enhanced integrations. Zuora says support covers only the latest three major releases of the Salesforce Quotes managed package. Pricing depends on product scope, transaction volume, business model, regions and implementation needs, and buyers are directed to contact Zuora. The listed features require purchasing Zuora CPQ.