In some cases, you may decide to approve a proposal on behalf of your client instead of sending them a proposal.
This is usually done when the client has already agreed to the terms by another means or has a pre-existing signed agreement with you. Please note that in this scenario, the agreement in Anchor will not include a digital signature.
NOTE: If you have 30 or more clients to onboard in Anchor, we offer a free white-glove service with an onboarding specialist to help streamline the process. Contact us at [email protected] for assistance.
Each time you approve on behalf of the client, you will need to confirm that you have the necessary authorization to bill them in accordance with the terms and conditions of the agreement created on Anchor.
Please note the following:
The approved agreement will not include the client's digital signature.
Invoices will be issued according to the agreement terms but will only be processed after a payment method is added by you or the client.
The client will not be notified of this action; however, any future notifications related to this agreement will be sent to the client based on your notification settings.
We recommend informing your client about the transition to Anchor before beginning this process. Without prior notice, your client might feel confused or concerned when receiving an email about agreements, invoices, or payment details. Learn more about best practices for transitioning existing clients to Anchor
Steps to approve on behalf of the client
Start by creating a draft proposal.
Once the draft is ready, navigate to the bottom-right corner of the screen and click the "up arrow" next to the Send button.
From the dropdown menu, select "Approve on Behalf of the Client."
Steps to approve on behalf of the client in bulk
Start by creating draft proposals.
Once the drafts are ready, navigate to the Draft Proposals page and select all the proposals you wish to approve on behalf of clients
in the top-right corner of the screen click the "bulk actions" dropdown and select "Approve on Behalf of the Client.