Sending Proposals
All you need to know about sending proposals in Anchor
By Anchor and 1 other2 authors27 articles
- 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 proposal 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
- Archiving proposalsHere’s everything you need to know about how archiving proposals works in Anchor.
- Schedule sendLearn how to schedule proposals to be sent automatically at a future date and time.
- Using bundles in AnchorGroup multiple services into one offering, with one clear price for your client
- Bill services on-demandCharge clients when work is completed, without setting a recurring billing schedule
- Import an existing agreement into AnchorHow to import an existing agreement into Anchor using AI.
- Edit a sent proposalUpdate a proposal after it's been sent to a client — without creating a new one
- Custom pagesLearn how to customize your agreement using Custom pages
- Optional servicesLearn how to set up optional services in a proposal in Anchor
- Automatically approve out-of-scope chargesTired 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
- Introductory video
- Automatic yearly price increase
- How to limit billing cycles for a recurring serviceNeed to set a cap on billing cycles? Here’s the quick guide
- Conditional discountsLearn how to create discounts that apply only if the proposal is signed within a set timeframe.
- Setting an expiration for a discount
- Start billing on a specific dateControl when automatic billing begins by setting a specific start date- whether for future services or catch-up billing.
- Setting when billing starts for an automatic serviceUnderstand the different options for setting when a service starts billing and how each option affects invoicing.