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Eliminate the back-and-forth of scope changes,
update pricing instantly, and automate invoicing and payments.
Replace static contracts with live, adaptable agreements
and automatically turn signed terms into guaranteed revenue.
Update terms as needs change, edit directly in the agreement, and shorten revision cycles.
Deliver live agreements via smart link and enable one-click approvals from any device.
Require clients to add a payment method before allowing them to sign agreements.
Capture legally binding e-signatures on every agreement for total peace of mind.
Trigger invoicing and payment collection automatically once your agreement is signed.
Give your team a complete toolkit to manage live client agreements,
from initial draft and active negotiation to final signature.
Choose from predefined templates or build your own from scratch, apply branding, and save for easy reuse.
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Adjust scope, terms, pricing, and billing schedules seamlessly as client negotiations evolve.
Enable clients to review live updates instantly via smart link that eliminates sign-in friction from any device.
Keep outstanding agreements in motion with automated alerts, fully customizable to fit your business needs.
Guarantee payment collection by requiring clients to add credit card or ACH payment details before signing.
Eliminate manual data entry and ensure predictable cashflow.
Automate GL reconciliation directly from signed agreements and consolidate client billing data in one secure portal.
Shift between hourly, fixed, or performance billing and present a modern, professional onboarding experience.
Lock in predictable collection cycles to prevent revenue leakage and pass payment processing fees directly to the client.
“Once my templates were built out, I can have a proposal out the door in less than 60 seconds. The support and customer service are fantastic, one of the best in the software 'sphere' I work in.”
Anchor has allowed me to provide clients the ability to choose the package that works for them while automatically collecting payment monthly. It has removed me for collecting payment which has been a huge time saver as a solo firm runner."
Anchor has been awesome since we've started using it! I like that you can build out your templates, and send very professional and customizable proposals to clients. I've gotten great feedback from clients overall, and I like the different features Anchor has to offer. It's also very inexpensive and offers tremendous value.
Agreements that are dynamic.
Like your clients' needs.
Build a dynamic agreement with your scope, terms, pricing, and billing schedule.
Enable clients to instantly access and review the live document from any device.
Require clients to securely input their ACH or credit card details before signing.
Collect their digital signature to officially approve and finalize the agreement.
Automatically generate invoices and collect all payments on schedule.
Integrations
Connect to the tools your firm already runs on, so your books and your tech stack move together, in real time.
Stay accurate and up-to-date at all times with an automatic real-time data sync with QuickBooks Online.
Connect QuickBooks →Stay fully synced with our Xero native integration, every invoice, payment, and reconciliation flows back to your ledger automatically.
Connect Xero →Connect Anchor with thousands of popular apps and automate your billing workflows without writing a single line of code.
Explore Make scenarios →Connect Anchor with thousands of popular apps, so you can automate your work and have more time for what matters most.
Browse Zaps →Works with G-suite, Xero, Karbon, Monday, and more.
Based on 120+ reviews
Based on 30+ reviews
A live agreement is a dynamic contract that contains the scope of work, terms, pricing, as well as all payment and billing details. Unlike static PDFs, it allows you to adjust all of these details, while maintaining a shared log for complete transparency.
You can easily transition by using our customizable templates, scanning your existing documents into the system, or migrating clients as their contracts come up for renewal. This flexibility ensures a smooth transition to live agreements without disrupting your current operations.
Yes, you can adjust pricing, deliverables, and terms even after the initial signature, and your client will automatically receive a notification detailing the updates. While amendments affecting financial terms or service scope normally require the client's explicit approval to proceed, you can enable the "Auto-Approve Amendments" feature in your settings to have these changes approved automatically after a predefined notice period.
No, clients do not need to manually create an account or remember passwords. They simply click a secure, smart link to instantly review the document, add their preferred payment method, and provide their signature.
Yes, all electronic signatures captured through Anchor are completely secure and legally binding. They comply with major electronic signature laws to give your firm and clients total peace of mind.
Yes, Anchor is perfectly suited for managing recurring client retainers. You can effortlessly set up continuous billing schedules within the agreement to ensure your retainer fees are automatically collected on time.
Anchor supports one-off payments as well as automated recurring cycles that bill bi-weekly, monthly, quarterly, or yearly. This provides the exact flexibility you need to match your specific service delivery model.
Yes, Anchor automatically syncs your invoicing and payment data directly with QuickBooks Online in real time. This eliminates manual data entry and ensures your books are instantly reconciled without any extra work from your team.
Anchor is completely free to use and only charges a flat rate of $5 for every successful transaction processed through the system. There are no monthly subscription fees, setup costs, or hidden platform charges.
CH payments are completely free, and you have full control to either absorb the processing fees for credit cards or pass them directly to your client. This allows you to dictate your exact billing mechanics during the initial agreement setup.
If a client stops a payment within Anchor, it is placed on hold free of charge until they click "Resolve" to let it proceed. If a payment fails due to an external dispute or ACH return, it is marked as failed—incurring a $20 chargeback fee—and you can manually retry processing it in your dashboard after reviewing the issue with your client.
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