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SPECIFICTION
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AdvisorPitch

advisorpitch.com

From $62/mo Free trial WebiOSAndroidAPI
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Spec score 8.7 #2 of 26 in AI Proposal Generators

What it is

AdvisorPitch is a proposal platform for advisors, consultants, agencies, suppliers, and service businesses. It creates, sends, and tracks proposals, manages client relationships, collects e-signatures, and reports opens and page-by-page engagement. AI drafting uses engagement details or uploaded source material to prepare proposals with an executive summary, scope, deliverables, milestones, and pricing. InstaBrief records or accepts uploaded audio, transcribes it, creates an engagement brief, and uses that brief to draft a proposal. Clients sign 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 with unlimited proposals and five audio hours; Enterprise costs $199 a month, requires at least 25 seats, and includes 20 audio hours. Extra InstaBrief audio hours cost $6 each. Pro and Enterprise add CRM and invoicing integrations, webhooks, and Zapier. The listed mobile platforms are Android and iOS, though app store availability is marked coming soon.

Spec sheet

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.Read 30 Sep 2026 · advisorpitch.com
Free plan
NoRead 22 Sep 2026 · advisorpitch.com
Trial
Starter has a 7-day free trial that requires no credit card; free-trial accounts include one InstaBrief recording.Read 30 Sep 2026 · advisorpitch.com
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.Read 30 Sep 2026 · advisorpitch.com
Security
The privacy policy lists TLS encryption in transit, bcrypt password hashing, HMAC-signed webhook payloads, rate limiting, and regular security reviews.Read 30 Sep 2026 · advisorpitch.com
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.Read 30 Sep 2026 · advisorpitch.com
Support
Pro includes priority email support, Enterprise includes a dedicated account manager, and integration or API questions can be sent to [email protected].Read 30 Sep 2026 · advisorpitch.com
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.Read 30 Sep 2026 · advisorpitch.com
AI drafting
Its AI drafts proposals with an executive summary, scope, deliverables, milestones, and pricing using engagement details or uploaded source material.Read 30 Sep 2026 · advisorpitch.com
API and webhooks
AdvisorPitch webhooks send signed POST requests for proposal opened, signed, sent, and expired events, with HMAC-SHA256 signature verification.Read 30 Sep 2026 · advisorpitch.com
Built-in e-signatures
YesRead 22 Sep 2026 · advisorpitch.com
E-signatures
Clients sign proposals in a browser, after which a sealed PDF is delivered to both parties automatically on every plan.Read 30 Sep 2026 · advisorpitch.com
Included team seats
1Read 22 Sep 2026 · advisorpitch.com
InstaBrief
InstaBrief records or accepts uploaded audio, transcribes conversations, creates an engagement brief, and uses it to draft a proposal.Read 30 Sep 2026 · advisorpitch.com
Mobile availability
The homepage labels App Store and Google Play availability as coming soon, while its privacy policy describes iOS and Android mobile applications.Read 30 Sep 2026 · advisorpitch.com
Plan limits
Starter includes 25 proposals per month, Pro and Enterprise have unlimited proposals, and extra InstaBrief audio hours cost $6 each.Read 30 Sep 2026 · advisorpitch.com
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.Read 30 Sep 2026 · advisorpitch.com

Plans and prices

Starter $62 a month billed monthly 1 seat · 25 proposals per month · 2 InstaBrief trial recordings Read 22 Sep 2026 · advisorpitch.com
Pro $104 a month billed monthly 1 seat included · Unlimited proposals · 5 audio hours per month · Additional seats $75 per seat per month Read 22 Sep 2026 · advisorpitch.com
Enterprise $199 a month billed monthly Minimum 25 seats · 1 seat included · 20 audio hours per month · Additional seats $39 per seat per month Read 22 Sep 2026 · advisorpitch.com
Starter $62 a month $62/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 Read 30 Sep 2026 · advisorpitch.com
Pro $104 a month $104/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 Read 30 Sep 2026 · advisorpitch.com
Enterprise $199 a month $199/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 Read 30 Sep 2026 · advisorpitch.com
Starter $749 a year $749/yr billed annually 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 Read 30 Sep 2026 · advisorpitch.com
Pro $1,249 a year $1,249/yr billed annually 1 seat included · Additional seats $75/seat/mo · Unlimited proposals · InstaBrief: 5 audio hours/mo · Bring Your Own LLM · CRM sync · Priority email support Read 30 Sep 2026 · advisorpitch.com
Enterprise $2,390 a year $2,390/yr billed annually 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 Read 30 Sep 2026 · advisorpitch.com

Every AdvisorPitch plan and price →

Strong points and limits

Strong points

  • AI drafts proposals from details or source material
  • Signed proposals produce sealed PDFs automatically
  • Tracks opens and page-by-page engagement
  • Pro and Enterprise connect to CRM and invoicing tools

Limits

  • Starter is limited to 25 proposals monthly
  • Enterprise requires a 25-seat minimum
  • Extra InstaBrief audio hours cost $6 each
  • Mobile app availability is marked coming soon

Who it suits

It suits service businesses and professionals who prepare proposals, collect signatures, and track client engagement. Pro and Enterprise fit teams needing CRM or invoicing integrations and higher proposal or audio allowances.

Verdict

AdvisorPitch combines proposal drafting, e-signatures, engagement tracking, and audio-to-brief workflows. Compare monthly proposal and audio allowances with the plan cost, and note the stated mobile availability caveat.

Where Specifiction places it

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