
Anchor
8.6#2 in proposal softwareFree planFree planAndroidiOSWebAPI
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| Fact | Anchor | Cone |
|---|---|---|
| Analytics and reporting | Yes | Yes |
| Built-in e-signatures | Yes | Yes |
| Client activity tracking | Yes | Yes |
| Client portal | Clients receive a portal for agreements, invoices and payment methods. | Clients can use a portal to chat, upload files, submit forms, and sign documents. |
| Custom branding | Yes | Yes |
| Free plan | Yes | No |
| 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. | Cone lists QuickBooks Online, Xero, Zoho Books, Stripe, and GoCardless integrations. |
| Online payment collection | Yes | Yes |
Anchor suits businesses that need to prepare client proposals and agreements, then manage invoicing and payment collection. Its free plan may suit teams that want unlimited users and clients without a subscription fee.
Cone is aimed at accountants, bookkeepers, agencies, freelancers, legal firms, and other professional service businesses. It suits teams wanting proposals, client portals, billing, payments, and workflows together.