AdvisorPitch vs Better Proposals

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.

Better Proposals is a web service for preparing and sending proposals and other documents, with built-in electronic signatures, payment collection, and client activity tracking. Its analytics can show whether a document was received, opened, read, forwarded, downloaded, or signed, as well as time spent on individual sections. Users can take payments through documents and proposals, with integrations including Stripe, GoCardless, and PayPal. Advanced CRM integrations are available for HubSpot and Salesforce. The service supports custom branding and offers more than 260 free document templates. Teams can assign roles, manage access and permissions, track progress, and control who can send documents. Signatures are stated to comply with EU and US electronic signature legislation. Proposals are designed for phones and computers, and the service is accessible wherever there is an internet connection. Starter costs $13 per user per month when billed annually and allows one seat and 10 documents each month. There is no free plan; a 14-day trial requires no credit card or cancellation.