Anchor
8.6#2 in proposal softwareFree planFree planAndroidiOSWebAPI
VisitAnchor vs ProposalDoc
ProposalDoc
7.2#37 in proposal softwareFrom $89 a monthFree planWeb
VisitWhat both publish
| Fact | Anchor | ProposalDoc |
|---|---|---|
| Analytics and reporting | Yes | Yes |
| Built-in e-signatures | Yes | No |
| Client activity tracking | Yes | Yes |
| Client portal | Clients receive a portal for agreements, invoices and payment methods. | Clients can review proposals through a web link without an account, with password and expiry controls available when enabled. |
| CRM integrations | Yes | Yes |
| Custom branding | Yes | Yes |
| Free plan | Yes | Yes |
| 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. | The Agency Pro plan lists HubSpot and CRM one-click deal sync, while active CRM and invoicing integrations are listed as coming soon on the homepage. |
Anchor plans
- Platform accessFree
- Payment fee$5 a month
- Pay-as-you-go$5, paid once
ProposalDoc plans
- Free Demo & WorkspaceFree
- Agency Pro$89 a month
- Founding Agency Pilot$149, paid once
Pick Anchor if…
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.
Pick ProposalDoc if…
You want what its maker publishes above — check its page for the details.