AdvisorPitch
AdvisorPitch is a proposal and client relationship platform for advisors, consultants, agencies, suppliers, and service businesses.
What AdvisorPitch is
AdvisorPitch is a proposal and client relationship platform for advisors, consultants, agencies, suppliers, and service businesses. It creates, sends, and tracks proposals, collects e-signatures, and reports proposal opens and page-by-page engagement. Its AI can draft a proposal from engagement details or uploaded material, covering an executive summary, scope, deliverables, milestones, and pricing. InstaBrief records or accepts uploaded audio, transcribes it, prepares an engagement brief, and can use that brief to draft a proposal. Clients sign proposals in a browser, and a sealed PDF is automatically delivered to both parties on every plan. Starter costs $62 a month and includes one seat and 25 proposals per month. Pro costs $104 a month and includes unlimited proposals, five audio hours monthly, and one seat; Enterprise costs $199 a month, requires at least 25 seats, and includes 20 audio hours monthly. Extra InstaBrief audio hours cost $6 each. Pro and Enterprise connect to HubSpot, Salesforce, and Zoho CRM, plus QuickBooks and Stripe invoicing. Webhooks and Zapier provide other app connections.
Good
- AI drafts proposals from engagement details or uploaded material
- Signed proposals produce sealed PDFs automatically
- Proposal opens and page engagement are reported
- Pro and Enterprise include CRM connections
Watch out
- Starter is limited to 25 proposals per month
- Enterprise requires at least 25 seats
- Extra InstaBrief audio hours cost $6 each
Who it suits
It suits service businesses and advisors that need to prepare proposals, collect signatures, and track client engagement. Teams needing CRM or invoicing integrations should note those are listed for Pro and Enterprise.
Verdict
AdvisorPitch combines proposal drafting and tracking with electronic signatures across its plans. Compare the monthly proposal and audio allowances with the listed seat requirements before choosing a tier.
Plans and prices
From AdvisorPitch's own pricing page, checked 30 Sep 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Starter | $62 a month | 1 seat · 25 proposals per month · 2 InstaBrief trial recordings · AI-generated proposals · E-signatures · Page-by-page viewer tracking · AI Proposal Insights · PDF export · Email & SMS open alerts · $62/month |
| Pro | $104 a month | 1 seat included · Additional seats $75/seat/mo · Unlimited proposals · InstaBrief: 5 audio hours/mo · Bring Your Own LLM · CRM sync · Priority email support · $104/month |
| Enterprise | $199 a month | Minimum 25 seats · 1 seat included · Additional seats $39/seat/mo · Unlimited proposals · InstaBrief: 20 audio hours/mo · White-label domain · SSO / SAML / Google OAuth · Audit logs · Dedicated account manager · $199/month |
| Starter | $749 a year | 1 seat · 25 proposals per month · 2 InstaBrief trial recordings · AI-generated proposals · E-signatures · Page-by-page viewer tracking · AI Proposal Insights · PDF export · Email & SMS open alerts · $749/yr billed annually |
| Pro | $1,249 a year | 1 seat included · Additional seats $75/seat/mo · Unlimited proposals · InstaBrief: 5 audio hours/mo · Bring Your Own LLM · CRM sync · Priority email support · $1,249/yr billed annually |
| Enterprise | $2,390 a year | Minimum 25 seats · 1 seat included · Additional seats $39/seat/mo · Unlimited proposals · InstaBrief: 20 audio hours/mo · White-label domain · SSO / SAML / Google OAuth · Audit logs · Dedicated account manager · $2,390/yr billed annually |
The facts
Each one read from AdvisorPitch's own pages, with the date it was checked.
What it does
- AI drafting
- Its AI drafts proposals with an executive summary, scope, deliverables, milestones, and pricing using engagement details or uploaded source material.checked 30 Sep 2026
- API and webhooks
- AdvisorPitch webhooks send signed POST requests for proposal opened, signed, sent, and expired events, with HMAC-SHA256 signature verification.checked 30 Sep 2026
- Built-in e-signatures
- Yeschecked 22 Sep 2026
- E-signatures
- Clients sign proposals in a browser, after which a sealed PDF is delivered to both parties automatically on every plan.checked 30 Sep 2026
- InstaBrief
- InstaBrief records or accepts uploaded audio, transcribes conversations, creates an engagement brief, and uses it to draft a proposal.checked 30 Sep 2026
- Integrations
- Pro and Enterprise sync with HubSpot, Salesforce, and Zoho CRM, support QuickBooks and Stripe invoicing on signature, and connect to other apps through webhooks and Zapier.checked 30 Sep 2026
- Mobile availability
- The homepage labels App Store and Google Play availability as coming soon, while its privacy policy describes iOS and Android mobile applications.checked 30 Sep 2026
- Privacy
- The privacy policy says AdvisorPitch does not sell, rent, or share personal information for marketing and that Stripe processes billing while AdvisorPitch does not store card numbers.checked 30 Sep 2026
- Product
- AdvisorPitch is a proposal platform for advisors, consultants, agencies, suppliers, and service businesses to create, send, and track proposals, collect e-signatures, manage client relationships, and receive interaction notifications.checked 30 Sep 2026
- Proposal insights
- The product reports proposal opens and page-by-page engagement, and offers AI win-probability scores, win-pattern insights, and suggested next actions.checked 30 Sep 2026
- Security
- The privacy policy lists TLS encryption in transit, bcrypt password hashing, HMAC-signed webhook payloads, rate limiting, and regular security reviews.checked 30 Sep 2026
- Support
- Pro includes priority email support, Enterprise includes a dedicated account manager, and integration or API questions can be sent to [email protected].checked 30 Sep 2026
Money
- Free plan
- Nochecked 22 Sep 2026
- Plan limits
- Starter includes 25 proposals per month, Pro and Enterprise have unlimited proposals, and extra InstaBrief audio hours cost $6 each.checked 30 Sep 2026
- Trial
- Starter has a 7-day free trial that requires no credit card; free-trial accounts include one InstaBrief recording.checked 30 Sep 2026
The company
- Included team seats
- 1checked 22 Sep 2026
- Maker
- The site identifies AdvisorPitch as a product of Magicgate Software LLC and does not state a headquarters location or founding year on the opened pages.checked 30 Sep 2026
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