You can now set an expiration date when sending a proposal, ensuring timely responses and keeping your pipeline organized. Select a timeframe between 1-90 days—once expired, clients won’t be able to access or sign the proposal. Read more

We’re making approvals faster and easier! Now, your clients can approve amendments and payments directly from their email—no login required.

With the new “Approve” button, they can review and approve changes or payments in just one click, simplifying the process and reducing delays.

To keep things smooth, we’ve made it easier to restart the micro-deposit verification process. Now, you and your clients can navigate to the agreement, open the Payment Method tab, and click ‘Restart’ to reopen Plaid and trigger a new micro-deposit. Read more

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.

Anchor makes it easy for you to share proposals through various channels beyond email. With the "Share by Link", no email will be sent through Anchor. Instead, you can generate a unique proposal link and share it through your preferred platform, such as WhatsApp, Messenger, or even your personal email with additional content.

Anchor gives you control over how detailed your invoices appear by offering an option to group identical line items. When "Group Identical Line Items" is enabled, any line items on the invoice that originate from the same service will be combined into a single line, with the quantities and amounts summed up. This means that rather than listing each instance of the service separately, your invoice will display one consolidated line item.

Activate that option in the Business Details.