AdvisorPitch

AdvisorPitch is a proposal and client relationship platform for advisors, consultants, agencies, suppliers, and service businesses. It helps create, send, and track proposals, collect electronic signatures, and view when proposals are opened and which pages draw engagement. Its AI can draft proposals from engagement details or uploaded material, including sections for scope, deliverables, milestones, and pricing. InstaBrief can record or accept audio, transcribe it, and turn the conversation into an engagement brief for drafting a proposal. Clients sign in a browser; each completed signature triggers a sealed PDF for both parties. Starter costs $62.00 per month and includes one seat and 25 proposals per month; Pro is $104.00 per month, while Enterprise is $199.00 per month and has a 25-seat minimum. Pro and Enterprise add CRM and invoicing integrations, plus webhook and Zapier connections. Extra InstaBrief audio hours cost $6 each. The listed platforms include Android, iOS, web, and API, although app-store availability is marked as coming soon.

AdvisorPitch combines proposal drafting, e-signatures, and engagement tracking in one platform. Check plan limits and mobile app availability against your needs before choosing a tier.

It suits service businesses that prepare client proposals and want to track engagement, collect signatures, or turn recorded conversations into proposal drafts. Teams needing CRM and invoicing connections will need Pro or Enterprise.

Overview

AdvisorPitch is proposal software for advisors, consultants, agencies and other service businesses that want to draft offers, collect signatures and track client engagement in one workflow. It suits teams that build proposals from client conversations or source material; the central trade-off is a paid starting price with only one seat and a 25-proposal monthly cap.

Key features

AI drafting builds proposals from engagement details or uploaded material, organizing the result around an executive summary, scope, deliverables, milestones and pricing. That structure can accelerate a first draft, while teams still need to check that the commitments and figures fit each engagement. A reusable content library supports repeatable proposal work.

InstaBrief gives conversation-led teams another way to start: it records or accepts uploaded audio, transcribes it, creates an engagement brief and turns that brief into a proposal. The monthly audio allowance differs by plan, and extra hours cost $6 each, so frequent call-based drafting can add to the subscription cost.

Proposal insights report opens and page-by-page engagement, with AI win-probability scores, win-pattern insights and suggested next actions. These signals can help prioritize follow-up, but the product description does not establish their predictive accuracy.

Clients sign proposals in a browser. After signing, a sealed PDF is automatically sent to both parties on every plan, giving Starter users the same signature workflow as higher tiers.

Pro and Enterprise connect with HubSpot, Salesforce and Zoho CRM, support QuickBooks and Stripe invoicing on signature, and link to other apps through webhooks and Zapier. Webhooks send signed POST requests for opened, signed, sent and expired proposal events, with HMAC-SHA256 verification. That is useful for teams automating proposal handoffs, though the CRM and invoicing connections begin above Starter.

The privacy policy describes TLS encryption in transit, bcrypt password hashing, rate limiting and regular security reviews. It also says personal information is not sold, rented or shared for marketing; Stripe handles billing, and AdvisorPitch does not store card numbers. Pro adds priority email support, while Enterprise includes a dedicated account manager.

Pricing

All three plans are billed monthly, and there is no free plan. Starter costs $62 a month and includes one seat, 25 proposals per month and two InstaBrief trial recordings. A seven-day trial requires no credit card; trial accounts include one InstaBrief recording. Starter fits an individual with modest proposal volume, but the proposal cap and single seat constrain growing teams.

Pro costs $104 a month. It includes one seat, unlimited proposals, five audio hours per month, priority email support, CRM integrations, invoicing connections and integration options through webhooks and Zapier. Additional seats cost $75 per seat per month. Pro suits a solo operator who needs integrations or an unlimited proposal volume; teams adding several users should account for the per-seat charge.

Enterprise costs $199 a month and has a 25-seat minimum, with one seat included and additional seats at $39 per seat per month. It includes unlimited proposals, 20 audio hours monthly and a dedicated account manager. The seat minimum makes it a poor fit for a small team, but the lower additional-seat rate and larger audio allowance better suit organizations that can use that capacity.

Platforms

AdvisorPitch identifies Android, iOS, web and API support. Its homepage labels App Store and Google Play availability as coming soon, while its privacy policy describes iOS and Android applications. Readers who need a ready-to-install mobile app should confirm availability before choosing it.

Who it's for

AdvisorPitch is a strong fit for advisors, consultants, agencies, suppliers and service businesses that want proposal drafting, signatures and engagement tracking together, especially when calls or uploaded material feed their proposal process. It is less suited to occasional users seeking a free option, teams that need multiple included seats at the entry tier, or buyers who depend on mobile apps being available now.

Pros and cons

• Pro: AI drafting and InstaBrief support both document-led and conversation-led proposal creation.
• Pro: Browser signatures and automatic sealed-PDF delivery are included on every plan.
• Pro: Pro and Enterprise combine CRM, invoicing and automation connections with proposal engagement insights.
• Con: There is no free plan, and Starter stops at 25 proposals per month with one seat.
• Con: Pro charges $75 per added seat monthly, while Enterprise requires at least 25 seats.
• Con: App store availability is described as coming soon on the homepage.

Alternatives

Proposify is worth considering for buyers whose needs fit its Basic plan at $29 a month, with 10 sends monthly and a $0.50 per-send overage, or its $49 monthly Team plan.

Handoff may suit buyers comparing a tool with a broad desktop and mobile platform range; its Flex plan is shown at $119 a month billed annually and includes 50 AI usage credits monthly, one custom pricing catalog and two users.

Proposar is a lower-cost option for light use: its free web plan allows three proposals monthly and three templates, while Starter costs $19 a month and allows 10 proposals.

Ciela AI is a free web alternative.

Effie is another free web alternative.

FirstSlate offers a free-forever web plan with five active projects, three clients, intake forms, proposals, contracts, invoices and crew call sheets, making it an option for users who want those workflows without an entry subscription.

Planis AI has a free Explorer tier described as a seven-day trial with 50 credits and trip and visa proposals.

Propo offers a free web plan with three AI proposals per month, basic templates, shareable links and email support.

Browse AI Proposal Generators or Proposal Software for more options.

Verdict

Choose AdvisorPitch if your advisory or service business wants to turn client information into structured proposals, collect signatures and monitor engagement without stitching those steps together. Its conversation-to-proposal workflow and included signatures are the clearest reasons to pay; the main reasons to look elsewhere are the paid entry tier, limited Starter volume, added-seat costs and uncertain mobile app availability.