
Create, send, and track proposals—all from monday.com
Juggling contacts, proposals, and agreements across your CRM and financial tools slows you down and can lead to errors. Anchor’s integration with monday.com helps you efficiently create, send, and track proposals, and manage agreements—all from your existing workspace. Upcoming releases will add seamless payment processing and integrations with financial platforms like QuickBooks Online and Xero.
With Anchor + monday.com, you can:
- Create contacts: Add monday.com contacts directly into Anchor with one click, eliminating duplicate data entry.
- Generate and send proposals: Turn monday.com items into Anchor proposals and send them without leaving your board.
- Track updates: Auto-update items in your board when something changes in Anchor.
- Manage agreements: Amendments flow back into monday.com, keeping deal details current and visible.
Get started now by installing Anchor on your monday.com board.
Helpful Links:
- New to Anchor? Sign up now
- Help Center
Security & Compliance
Security
Does the developer periodically perform penetration testing?
Does the developer have a dedicated security and privacy point of contact for such issues or questions?
Does the app restrict redirects and forwards only to approved destinations, or show a warning when redirecting to potentially untrusted content?
Does the app protect against mass parameter assignment attacks?
Does the app perform encoding and sanitization on all user supplied parameters to protect against Cross-Site Scripting?
Does the developer protect all state-changing actions against Cross-Site Request Forgery (CSRF)?
Does the developer have mechanisms to notify monday.com in case of a security breach?
Does this developer have a process for installing application-level updates and security patches for the service (such as software packages and databases)?
Compliance
Is the app certified with the information security standard ISO/IEC 27001:2022?
Is the app compliant with the Health Insurance Portability and Accountability Act (HIPAA)?
Is the app certified with System and Organization Controls (SOC 2 or SOC 3)?
Is the app compliant with the General Data Protection Regulation (GDPR)?
Data
Does the app send any data outside of monday.com? If yes, indicate whether the data is customer-submitted (e.g., board names, item names, doc content) or non-customer-submitted (e.g., account ID, board ID, user ID).
Where does the app store logs data?
Where does the app store the app data?
Does the developer ensure application logs do not contain secrets or personally-identifiable information (PII)?
Is customer data segregated from the data of other customers (for example logically or physically)?
Privacy
Does the developer enforce multi-factor authentication on employees access to systems which may process customer data?
Does the developer protect access to customer data based on the principle of least privilege?
Reviews
No reviews yet.
Historical data
Installation history
We have data for December 28, 2024 onwards only. Collected sometime after 00:00 UTC daily.
Total number of installs
Change in total number of installs in last 7 days
Compares the number of installs on each date with 7 days previously:
Change in total number of installs in last 30 days
Compares the number of installs on each date with 30 days previously:
Change in total number of installs in last 90 days
Compares the number of installs on each date with 90 days previously:
Ratings history
Categories history
Each of the following is a yes/no answer, so the graphs show 1 for yes, and 0 for no.