
I like the convenience of using templates for my proposals. They speed up the proposal process because they’re already built, and I just plug in the rates for the client. Anchor automatically follows up with clients who haven’t responded to a proposal, which helps with the back and forth, and keeps my billing in one place. The merchant fees are much cheaper than many other options. The QuickBooks communication makes it seamless to record my deposits and keep my record keeping in one place. Review collected by and hosted on G2.com.
The client experience can be a little wonky when clients read proposals. They don’t always see all the information without clicking into it. The initial setup also took some time while I built Anchor around my business and brand. Review collected by and hosted on G2.com.