Abacor + Anchor: Quick Start Guide

What you can do with Abacor + Anchor

From the post-meeting page in Abacor, you can:

• Create a draft proposal in Anchor in one click. Abacor opens a guided flow that pulls the context of the call (services discussed, scope agreed to, pricing mentioned, who was on the other side) into a structured proposal draft.

• Curate the proposal before it saves. Review and adjust which service lines to include, the fee structure, billing cadence, and start date. Nothing is locked in until you confirm.

• Save the draft directly into Anchor. Once confirmed, the proposal lives in your Anchor account as a draft, ready for a final look and send.

• Keep partner and admin in sync. If a partner ran the call and an admin builds the proposal, the admin opens a draft that already reflects the conversation, instead of starting from notes.

• Hand off to Anchor for the rest. Once you send the proposal from Anchor and the client signs, the engagement letter, invoices, pre-approved payment method, and reconciliation run automatically.

Abacor does not send proposals on your behalf. The integration creates drafts. You still review, edit, and send from Anchor.

When to use it

Right after a discovery or onboarding call. A new prospect just agreed to move forward. Open the post-meeting page, click Create Proposal, and have a draft saved to Anchor before the meeting tab closes.

When a client expands scope mid-engagement. A check-in turns into "while you're at it, can you also handle…". Spin a proposal from that meeting so the new work gets papered before it gets forgotten.

When tax planning or advisory work comes up in passing. Out-of-scope work agreed to in conversation often quietly slips through. If it was on the call, it can be on the proposal.

For partner-led calls that admins productize. Partner takes the call. Admin opens the post-meeting page, clicks Create Proposal, and reviews a draft built from the actual conversation rather than reconstructing it from notes.

Tips for better results

• Be specific on the call about scope and pricing. The clearer the verbal commitments, the cleaner the draft. If a fee was named, Abacor can pull it. If only a vague range was mentioned, you'll be filling that in yourself.

• Confirm service lines verbally before wrapping. Even a quick "so to recap, we'll handle the bookkeeping, the entity setup, and quarterly tax planning" gives the proposal flow something concrete to anchor on.

• Review the draft in the guided flow, not after. The Abacor flow is where adjustments are easiest. Adding service lines or reworking the fee structure after the draft is in Anchor is doable, but slower.

• Use the post-meeting page as your launch point. Create Proposal lives on the post-meeting page in Abacor, alongside the summary and action items. You don't need to leave Abacor to start the proposal.

Troubleshooting

• The Create Proposal button isn't showing. Make sure your Abacor workspace is connected to Anchor under Settings, Integrations. Connection is per-workspace and only needs to happen once.

• The draft is missing a service or fee that came up on the call. The guided flow surfaces what it found, but you can add or edit any line before saving. If a particular type of service is consistently missing, your Anchor service catalog may not include it yet. Adding it in Anchor will let it flow through on future drafts.

• The proposal didn't appear in Anchor. Drafts save to the Anchor account that authenticated the integration. If you have multiple Anchor accounts or work across firms, confirm which account is connected. You can re-authenticate from Settings, Integrations.

• The client on the call doesn't match an existing Anchor client. The flow will let you create a new client record or match to an existing one before saving the draft. Pick carefully here, as it determines where the engagement letter and invoices route.

• Permissions. You can only create proposals in Anchor accounts you have access to. If your Anchor role doesn't include proposal creation, the draft will fail to save.

Still having trouble? Email us at [email protected] with a description of the issue and, if relevant, the meeting date and title so we can help.