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hi there in this video Ill guide you through the essentials of creating proposals in Anchor designed to elevate your deal value and ensure your payments are secured right from the start anchor proposals not only allow you to offer tiered pricing packages and a variety of optional services in a Sleek mobile optimized format but also requires your client to add a payment method as they sign your clients can choose between free a or credit card with the fees paid by a client by default note the payment and agreement setting defaults can be saved in the business details click on create proposal to jump into the Builder lets start by defining the agreement name for example Amys bird sanctuary California we have another agreement with that client in another state therefore the name of the agreement helps me differentiate between the two dont worry you can edit it if needed next select the client For Whom The Proposal is intended then Define the date on which the agreement will take effec
