All Collections
Sending Proposals
All you need to know about sending proposals in Anchor
Creating a ProposalLearn how to create proposals in Anchor
How To Set Up ServicesOrganize your business with services! Build services once, then customize them on a per-client basis in your proposals.
How to Sign a Proposal in Anchor (Client’s Perspective)A Step-by-Step Guide to the Client’s Approval Process
Approving a proposal on behalf of the clientDiscover how to transition your existing clients to Anchor without needing to send a proposal.
Understanding Proposals StatusesLearn more about the various proposal statuses in Anchor
Proposal Templates
Add Recipients and Signatories to a ProposalNeed multiple signatures on your proposals? Want the right stakeholders to review them? Here's how you can do it.
Custom branding
Share a proposal by link
Setting an expiration date for a proposalLearn how to set an expiration date for proposals, preventing clients from accessing or signing them after a specified period
Optional servicesLearn how to set up optional services in a proposal in Anchor
Auto-Approve InvoicesTired of chasing approvals for your invoices? Wish they could just process automatically? Here’s how you can set it up.
How to prorate the first payment for a serviceA step-by-step guide to calculating prorated payments
How to Split Service PaymentsNeed to bill one payment upfront and the remaining when the work is done? Here's how you can set it up.
Auto-Approve Agreement AmendmentsChanges needed in a service's scope or price? Need a new service? Edit the agreement and we'll handle the rest
Automatic yearly price increase
Limit the Number of Billing Cycles for a Recurring ServiceNeed to set a cap on billing cycles? Here’s the quick guide
Accountant AccessLearn all about Accountant Access in Anchor