Proposals That Win.Relationships That Last.AI Proposal Software for Consultants & Advisors
The all-in-one proposal platform for advisors, consultants, agencies, and suppliers. AI writes your proposal, analytics show when clients engage, and e-signatures close the deal, all without leaving one tab.
- 7-day free trial
- No credit card required
- Setup in under 5 minutes
- Cancel anytime
98%
Client proposal open rate
5 min
Average time to send a proposal
3×
Faster close vs. PDF proposals
The Problem
Stop stitching together five tools
to close one deal.
Most professionals assemble every proposal from a word processor, an e-signature product, email threads, and a spreadsheet, yet still can't see what the client actually read.
Before AdvisorPitch
- Word docs & PDF exports
- Email attachments & threads
- A separate e-signature product
- Spreadsheets for tracking
- Manual follow-up reminders
Five tools, zero visibility into client engagement.
With AdvisorPitch
- AI drafts the complete proposal
- One branded link, tracked page by page
- Real-time open & signing alerts
- In-browser e-signature, sealed PDF
- Deal synced to your CRM automatically
One platform, from first draft to signed engagement.
How It Works
From prospect to signed
in three steps
AdvisorPitch removes the friction between your first meeting and a signed engagement letter.
AI Intelligence
An AI engine, not an AI checkbox.
AdvisorPitch applies AI at every stage of the proposal lifecycle: drafting from your source material, pricing from your history, reviewing before you send, and scoring what happens after.
Bring Your Own LLM Pro & Enterprise
Connect your own Claude, OpenAI, or Gemini API key, or point AdvisorPitch at a custom model endpoint. Your keys, your model choice, your data path.
Features
Everything in one platform
AI writing, engagement analytics, e-signatures, and CRM sync, replacing the patchwork of tools between you and a signed deal.
InstaBrief: from discovery call to proposal
Press record on the discovery call, on your phone, your laptop, or an audio file you already have. InstaBrief transcribes it, writes the engagement brief, matches the prospect, and drafts the proposal in the client's own words. Every follow-up call sharpens the same brief.
See how InstaBrief works- Records on iPhone, even with the screen locked
- Transcript and engagement brief in minutes
- Drafts the proposal from what the client actually said
AI-Powered Proposal Generation
AI writes the whole proposal in under a minute: executive summary, scope, deliverables, milestones, and pricing. Pro adds Bring Your Own LLM, so you can run Claude, OpenAI, Gemini, or your own endpoint on your own API key.
Proposal Intelligence
See the moment a client opens your proposal and which pages hold their attention. AI Insights surfaces win patterns and your next best action.
SMS & Email Alerts
A text the second your proposal is opened, so you follow up while you are still top of mind.
E-Signature Built In
Clients sign in the browser on the document they are already reading. Sealed PDFs reach both parties automatically.
CRM, Invoicing & Zapier
Deals push to HubSpot, Salesforce, or Zoho on send. Invoice through QuickBooks or Stripe on signature, and reach thousands of apps via webhooks and Zapier.
Designer Covers
Hero, Executive, and Full-Image layouts with AI cover art and your client's logo. A designer-grade cover in about two minutes.
Team Collaboration
Shared templates, a common content library, and role-based access, so the whole team sends work that looks like it came from one firm.
Enterprise-Grade Security
Proposal expiry, instant link revocation, SSO and SAML, audit logs, and a compliance-ready document archive.
Product Tour
See the platform at work
Click through the workflow, from first draft to signed agreement.
Start from a template or a few engagement details, and AI drafts every section.
Proposal Intelligence
Know what matters before the next conversation.
AdvisorPitch turns proposal activity into context you can act on, so your follow-up call starts where your client's attention actually went.
- See the moment a proposal is opened, and by whom
- Spot re-reads: a pricing section opened four times is a signal
- AI Insights suggests your next best action from engagement patterns
- Email and SMS alerts the instant activity happens
Spend less time assembling documents.
Spend more time advising clients.
The hours you spend formatting, exporting, chasing signatures, and updating spreadsheets are hours you're not advising. When the busywork disappears, what's left is the work clients actually pay for:
- Understand what each client actually needs
- Refine the engagement instead of the formatting
- Follow up with context, not guesswork
- Deliver better service on every engagement
- Build relationships that outlast the deal
Who It's For
Built for teams that win business
If your business runs on proposals, statements of work, or engagement letters, AdvisorPitch runs your proposal desk.
Independent Consultants
Turn client conversations into polished scopes of work without losing hours to formatting.
Financial & Business Advisors
Present recommendations professionally, watch client interest in real time, and keep every engagement moving.
Agencies
Standardize proposals across the team while preserving client-specific strategy and branding.
Professional-Services Firms
Keep engagement letters, SOWs, and renewals consistent, compliant, and on-brand at any volume.
Technology Suppliers
Send quotes and statements of work as trackable branded links instead of static attachments.
Sales Teams
Create consistent proposals, track buyer activity page by page, and follow up when intent is highest.
What Advisors Say
4.9 / 5 · Rated by advisors and consulting firms
We cut proposal turnaround from 2 days to 20 minutes. The AI drafts the proposal, I tweak it, and it's out the door.
The page-by-page analytics told me exactly which client read our pricing section four times. Closed that deal in the next call.
The AI Insights showed me I was losing deals because my fee section came too early. I reordered it and my close rate jumped.
How We Compare
What you get that the others don't
A few of the differences teams notice first. See the full side-by-side chart against PandaDoc, Proposify, Qwilr, and more.
Pricing
Simple, transparent pricing
Starter includes a 7-day free trial · No credit card required · Pro & Enterprise go straight to checkout
Starter
For independent advisors and consultants ready to close more deals
$749/yr billed annually
- 1 seat
- 25 proposals per month
- AI-generated proposals
- E-signatures
- Page-by-page viewer tracking
- AI Proposal Insights
- PDF export
- Email & SMS open alerts
- InstaBrief: 2 trial recordings
Pro
For growing teams of advisors and consultants that need collaboration and CRM sync
$1,249/yr billed annually
- 1 seat included, add more for $75/seat/mo
- Unlimited proposals
- Everything in Starter
- InstaBrief: 5 audio hours/mo of call recording, transcription & AI briefs
- Bring Your Own LLM (Claude / OpenAI / Gemini / custom)
- Team collaboration & shared templates
- Advanced AI Insights & win-pattern analysis
- Webhooks & API integrations
- HubSpot / Salesforce / Zoho CRM sync
- QuickBooks & Stripe invoicing on signature
- Custom proposal branding
- Priority email support
Enterprise
For large advisory firms and consulting practices that demand compliance, scale, and white-glove service
$2,390/yr billed annually
- Minimum 25 seats (1 included), additional seats $39/seat/mo
- Everything in Pro
- InstaBrief: 20 audio hours/mo
- White-label domain & full branding
- SSO / SAML / Google OAuth
- Advanced analytics & audit logs
- Compliance-ready document archive
- Dedicated account manager
Prices show the base plan (1 seat included). Add more seats any time: Pro $75/seat/mo, Enterprise $39/seat/mo (Enterprise minimum 25 seats). · Cancel anytime · A seat = a user who can log in and create proposals.
Common questions
What is InstaBrief?
InstaBrief records your client conversation and turns it into an engagement brief. Tap record in the AdvisorPitch iPhone app or in your browser, or upload audio you already captured elsewhere. Within minutes you get a clean transcript plus a brief covering the client's goals, pain points, scope signals, budget and timing cues, and next steps, which you can then use to draft the proposal.
Do I need consent to record a client call?
Often, yes. Recording laws vary by state and country: some require only one party to consent, others require everyone on the call. You are responsible for complying with the laws that apply to you and your client. The simplest approach is to say at the start of the call that you are recording to capture the details accurately, and to stop if anyone objects. AdvisorPitch gives you the recording tool; it does not provide legal advice or obtain consent for you.
What counts as an audio hour?
One hour of recorded conversation that InstaBrief transcribes. Pro includes 5 audio hours per calendar month and Enterprise includes 20, and the included hours reset at the start of each month. Extra hours are $6 each, and hours you purchase never expire.
Can I use recordings from Plaud, Voice Memos, or my meeting tool?
Yes. Share or upload an existing audio file and it goes through the same pipeline as a live recording, so you get the transcript and the engagement brief without changing how you capture meetings today.
Which plans include InstaBrief?
Pro includes 5 audio hours a month and Enterprise includes 20. Free trial accounts get one recording and Starter accounts get two, so you can see how it works before upgrading.
What counts as a proposal?
Any document you create in AdvisorPitch: a proposal, statement of work, quote, or engagement letter. Starter includes 25 per month; Pro and Enterprise are unlimited.
Do I need a credit card for the free trial?
No. The 7-day Starter trial requires no credit card, and you can cancel anytime.
Are electronic signatures included?
Yes, on every plan. Clients sign directly in the browser, and the sealed PDF is delivered to both parties automatically, with no separate e-signature product needed.
Can I use my own AI model or API key?
Pro and Enterprise plans include Bring Your Own LLM: connect your own Claude, OpenAI, or Gemini API key, or a custom model endpoint. Starter uses the platform's built-in AI.
Can I connect AdvisorPitch to my CRM?
Pro and Enterprise sync contacts and deals with HubSpot, Salesforce, and Zoho CRM, and connect to thousands of other apps through webhooks and Zapier.
What happens after a proposal is signed?
The sealed PDF is emailed to you and your client, the deal updates in your synced CRM, and on Pro+ you can generate a QuickBooks or Stripe invoice from the signed amount.
Can I add team members?
Yes. Pro adds seats at $75/seat/month; Enterprise at $39/seat/month with a 25-seat minimum. A seat is a user who can log in and create proposals.
Can I customize proposal branding?
Every proposal carries your logo, colors, and cover design. Pro adds custom proposal branding, and Enterprise offers a fully white-labeled domain.
Your next signed deal
starts here.
Create professional proposals, understand client engagement, and move opportunities forward, all from one intelligent platform.
Start free trial- No credit card
- 5-min setup
- Cancel anytime
- 7-day free trial
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