Anchor
Anchor: A broad proposal-to-payment platform with free access and transaction-based pricing. Ranked #3 of 133 in Proposal Software by our editors (9.0/10); pricing: Free plan; best for teams monetizing accepted proposals.
At a glance
- Editor score9.0 / 10
- PricingFree plan
- Best forTeams monetizing accepted proposals
- Free planYes
- Paid from$5/unit usage-based
- Client activity trackingYes
- Facts checked20 Sep 2026
Where it wins
- Unlimited users, clients, proposals, agreements, invoices, and payments
- Collects ACH and card payments with automated invoicing
- Connects accounting, CRM, practice-management, and automation tools
Where it doesn't
- The $5 fee applies to every payment received
- Transaction costs can rise with payment volume
- Its focus is professional-service firms rather than general sales teams
Our verdict on Anchor
Anchor brings proposals, agreements, signatures, billing, and payment collection into one cloud platform for accounting, bookkeeping, tax, and other professional-service firms. Teams can create branded proposals and quotes, track client engagement, adjust scope and pricing, collect legally binding signatures, and request ACH or credit-card payment authorization. The product is available on web, iOS, Android, and through an API, with a client portal for ongoing interactions.
Pricing is split into platform access and payment fees. Platform access costs $0 per month and includes unlimited users, companies and clients, proposals and agreements, automated invoices, automated payments, and dedicated human support. The payment-fee plan includes all features and tools, free bank transfer, unlimited proposals and agreements, and automated billing and payments, with a $5 fee per payment received. According to the published pricing details, credit-card payments may also incur a processing fee charged to the client. This model suits firms that want broad access without a conventional per-user subscription, but the transaction charge deserves close review for businesses processing many payments.
Anchor’s ecosystem coverage is a significant part of its appeal. QuickBooks Online and Xero synchronization support accounting workflows, while integrations include NetSuite, Sage, Zapier, Make, Gmail, Outlook, Slack, HubSpot, monday.com, Karbon, Client Hub, Financial Cents, and CCH Axcess. Audit trails, activity logs, service libraries, templates, and live adjustments add structure around the proposal lifecycle. Choose Anchor if accepted proposals should lead directly into billing and collection across accounting or practice-management tools. Firms seeking a conventional subscription model or a narrower proposal-only workflow may prefer another option.
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Anchor pricing
All 2 Anchor plans and prices →
Anchor fact sheet
| Free plan | Yes |
|---|---|
| Paid from | $5/unit usage-based |
| Built-in e-signatures | Yes |
| Client activity tracking | Yes |
| Online payment collection | Yes |
| CRM integrations | Yes |
| Custom branding | Yes |
| Included team seats | Not verified |
| Analytics and reporting | Yes |
| Deployment | Cloud, Mobile |
| Platforms | Web, iOS, Android |
| Compliance & security | SOC 2, PCI DSS |
| Support | Email, Live chat, Docs |
| Built for | Solo, Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 5,000+ integrations: QuickBooks Online, Xero, NetSuite, Sage, Zapier, Make … See all → |
| Pricing | Free plan (source) |
| Website | sayanchor.com |
| Facts checked | 20 Sep 2026 |
Anchor integrations
Anchor lists 5,000+ integrations on its own site — the 20 named here are the ones its pages call out.
- QuickBooks Online
- Xero
- NetSuite
- Sage
- Zapier
- Make
- Gmail
- Outlook
- Slack
- HubSpot
- monday.com
- Karbon
- Client Hub
- Financial Cents
- CCH Axcess
- Zoho CRM
- TaxDome
- Calendly
- Typeform
- SurveyMonkey
Alternatives to Anchor
- PandaDocA broad proposal workflow platform spanning documents, signatures, payments, and CRM integrations.9.4
- ProposifyA structured proposal workspace with quoting, approvals, signatures, and analytics.9.2
- Better ProposalsA budget-conscious web proposal tool with signatures, payments, tracking, and CRM connections.8.9
Anchor vs the competition
- Anchor vs PandaDoc
- Anchor vs Proposify
- Anchor vs Better Proposals
- Anchor vs Qwilr
- Anchor vs DealHub
- Anchor vs Proposal Expert
Compare Anchor with any tool side by side →
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The editor score above is our own research. What this page doesn't have yet is a reader's view — what you used Anchor for, what worked and what didn't. No stars are seeded and no review is paid for; an editor reads every one before it appears.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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