December 2024
Approve Proposals on Your Client’s Behalf
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.
Send Proposals with a Link
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.
Group Identical Services on Invoices
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.
