AdvisorPitch
7.7#12 in proposal softwareFrom $62 a monthAndroidiOSWebAPI
VisitAdvisorPitch vs Proposify
What both publish
| Fact | AdvisorPitch | Proposify |
|---|---|---|
| Built-in e-signatures | Yes | Yes |
| E-signatures | Clients sign proposals in a browser, after which a sealed PDF is delivered to both parties automatically on every plan. | All plans allow documents to be legally e-signed. |
| Free plan | No | No |
| Included team seats | 1 | 1 |
| 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. | The integrations directory lists CRM, payment, invoicing, collaboration, file, forms, project-management, and other integrations, including Salesforce, HubSpot, Stripe, QuickBooks, Slack, and Zapier. |
| Support | Pro includes priority email support, Enterprise includes a dedicated account manager, and integration or API questions can be sent to [email protected]. | Email and chat support is available Monday through Thursday from 8 AM to 8 PM EST and Fridays from 8 AM to 4 PM EST. |
AdvisorPitch plans
- Starter$62 a month
- Pro$104 a month
- Enterprise$199 a month
- Starter$749 a year
- Pro$1,249 a year
- Enterprise$2,390 a year
Proposify plans
- BusinessPriced on request
- Basic$228 a year
- Team$492 a year
- EnterprisePriced on request
- Basic annual$19 a month
- Basic monthly$29 a month
Pick AdvisorPitch if…
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.
Pick Proposify if…
Proposify suits individuals and small sales teams that need to create and track proposals, as well as growing teams seeking CRM integration. Its iOS companion app is for monitoring activity rather than creating and sending proposals.