Anchor Reviews & Product Details

It’s hard to name just one thing! Anchor has drastically reduced the time it takes for me to create proposals. All my services complete with descriptions, legal verbiage, and scope of work are built right in. I can simply click on a service, adjust pricing, control discount expiration, and even include optional add-ons that clients can choose to accept or decline. To top it off, Anchor has practically eliminated my accounts receivable I no longer have to worry about collections at all. Thank you, Anchor, for making my process smoother and stress-free! Review collected by and hosted on G2.com.

I can’t create an invoice on the go. If a client or even a non-client walks into the office needing a quick out-of-scope job like a copy of a report or something similar I can’t just generate an invoice without first creating an agreement. Having the ability to issue a quick standalone invoice would make things much more efficient for those small, one-off tasks. Review collected by and hosted on G2.com.

I love having my engagement agreements, terms of service, and payment platform all in one place. Also, Anchor facilitates the model of having clients pay in advance for each month of service which, when combined with auto-ACH or CC payments, ensures that we do not spend time chasing accounts receivable. Review collected by and hosted on G2.com.

I have near zero complaints. Only issue is that I use Xero for my GL which does not (yet) have an integration. However, I know they have this in beta. Review collected by and hosted on G2.com.

My favorite feature of Anchor is the ability to build a proposal to automatically approve future changes to the proposal after a set number of days. The client agrees to this auto-approval mechanism up front, and doesn't need to be bothered every time there's a change to the scope of the agreement. They are notified of changes, and can decline them if they choose. I also love that you can build in annual price increases from the beginning of the proposal which eliminates the need to manually request price increases each year. Review collected by and hosted on G2.com.

There used to be a much longer delay in receiving funds, but that has been sped up significantly, which is great. But I do wish they offered next day funding. Maybe when they're big enough to accept the increased risk of faster funding, they'll improve here. Still, this is a small price to pay for dirt cheap pricing on their service, and no longer paying credit card fees when accepting card payments. Overall, I save a ton of money compared to what I used to pay before to accept credit cards. Review collected by and hosted on G2.com.

Anchor has been a game-changer for how I present proposals and manage client engagements. The platform is clean, intuitive, and professional. It makes sending, tracking, and getting approvals effortless. I especially appreciate how customizable and client-friendly the proposals are, which has helped me land new projects with more confidence.

Highly recommend for any service-based business looking to streamline their proposal process. Review collected by and hosted on G2.com.

My main frustration is the limited flexibility in formatting or layout control. Sometimes I wish I could tweak sections more freely. A bit more control here would make a big difference in creating more tailored proposals. That said, the team has been responsive to feedback and continues to improve the platform. Overall, I’d still highly recommend it to any service provider looking for a polished, streamlined proposal experience. Review collected by and hosted on G2.com.

I've been using this platform for proposals and invoicing, and it has completely transformed our business operations. The proposal automation reduced our turnaround time from 15 minutes to just 1 minute per proposal - a 93% time savings that has significantly improved our client response times.

The automated invoicing system is particularly impressive. It's a comprehensive solution that handles our entire billing process seamlessly, transforming what used to be hours of monthly billing work into just minutes. This efficiency gain has allowed us to focus more time on strategic activities rather than administrative tasks.

What sets this company apart is their exceptional customer support. The team is highly responsive and genuinely values customer feedback. They consistently implement improvements based on user suggestions, demonstrating their commitment to continuous product enhancement and customer satisfaction.

We integrated Anchor with monday.com and it was super easy to integrate and allowed me to continue working just in the monday CRM. I use it about every single day!

I highly recommend this solution to any business looking to streamline their proposal and billing processes. The time savings alone justify the investment, and the ongoing product improvements ensure long-term value. Review collected by and hosted on G2.com.

Inability to just send out a credit card link via Anchor Review collected by and hosted on G2.com.

It's simple. I love that a client has 1 running agreement with all the services we do that's easy to amend. It's also very intuitive and easy to learn how to use with minor training, which has been a huge contrast to prior proposal software I have used that required hours of training to learn, setup and adopt.

I love the way it looks visually, and creates a beautiful looking proposal to send a client that is easy on the eyes. Additionally, they get a portal they can go see their agreement, what services they are signed up for, etc.

I also appreciate their open API which has given us the flexibility to work on automations for our firm. Review collected by and hosted on G2.com.

I don't have any. They are amazing at taking their users feedback and adapting their product for us which I really appreciate. Review collected by and hosted on G2.com.

A few months back I was in the market for a new proposal platform. My niche is the accounting industry and anchor was the #1 recommended in my network (Accountants know their apps). I checked it out and it had exactly the features I was looking for. Plus it had a minimalistic and simple user interface. Which I love. Everything I need without all the fussy buttons. Review collected by and hosted on G2.com.

Dislike is a strong word. Their terms and conditions need to be uploaded so if I need to make changes I have to make that outside the platform and then upload it. I end up with a long list of terms and conditions in my T&C history. I brought this up to their customer service and they were very receptive to feedback. I don't know if they will change it but I definitely felt heard. Review collected by and hosted on G2.com.

I am so pleased with Anchor! They make the task of invoicing and receiving payments run seamlessly every month. My clients are able to save their bank information for recurring payments securely, and they can change their payment method at anytime. The invoices are available to see, and they sync with QBO which helps with my practice bookkeeping. I have recommended Anchor to several clients as a way to save money and have a simpler monthly process. I love that I can easily setup a client to receive a proposal, have it signed, and process payment within a few days - it is so easy to implement. Review collected by and hosted on G2.com.

I have not found a down sides about using Anchor instead of other payment processing platforms. Review collected by and hosted on G2.com.

The best part about Anchor is real people providing excellent customer service very quickly, excellent prices to process a payment, beautiful integration with my agreements (on the Anchor platform), takes under a minute to send client an amended agreement or added service, ability to pass the cc fee onto the client if you choose to, maintenance free authomatic payment of invoices, great UI, company branding on all emails going to the client. You name it, they have it figured out. There is also a community group and the developers are serious as hell about making the product absolutely spectacular. Review collected by and hosted on G2.com.

tiny little functionalities that honestly are probable coming, but do not interrupt the flow of business. Chatbot could be much better. My client management system has a chatbot that knows every single thing about the platform and how it work enabling me to get after-hour answers immediately. However customer service is super fast when live people get back to work the next work day. Review collected by and hosted on G2.com.

The software makes sending proposals fast, easy, and professional. I love being able to use templates, create packages, have optional items that clients can addon, automate follow-ups, and track client engagement all in one place. It has definitely helped me put my best foot forward with prospects and win more business. Customer support has been great when I have questions. Review collected by and hosted on G2.com.

I really wish there were an option to turn off credit card payments entirely. I prefer to have all of my clients pay by ACH to avoid the credit card processing fees. I don’t like paying those fees myself, and I also don’t feel great about passing them on to my clients. Having more control over payment methods would be a huge plus. Review collected by and hosted on G2.com.