AdvisorPitch vs Handoff
AdvisorPitch
advisorpitch.com
Handoff
handoff.aiSide by side
| Figure | AdvisorPitch | Handoff |
|---|---|---|
| Price from | $62/mo | $9.92/mo |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | — | Yes |
| macOS | — | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Plans published | 9 | 7 |
| Spec score · AI Proposal Generators | 8.7 (#2) | 9.0 (#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. | Official integrations include QuickBooks Online, Google Calendar, MagicPlan and Zapier; Zapier connects to more than 9,000 apps. |
| 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. | Handoff describes itself as an AI teammate for residential construction that estimates jobs, manages projects, and handles administrative work. |
| Support | Pro includes priority email support, Enterprise includes a dedicated account manager, and integration or API questions can be sent to [email protected]. | The pricing comparison lists real-time support by email, live chat, and phone. |
| Trial | Starter has a 7-day free trial that requires no credit card; free-trial accounts include one InstaBrief recording. | The pricing page offers a seven-day free trial and says no credit card is required. |
Plans
AdvisorPitch
- Starter$62 a month
- Pro$104 a month
- Enterprise$199 a month
- 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
Handoff
- Flex$119 a year
- Flex$119 a month
- Pro$239 a year
- Pro$239 a month
- Scale$719 a month
- Scale$719 a year
- Supplier PlatformPriced on request
In their own words
AdvisorPitch
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.
Handoff
Handoff is software for residential construction businesses that supports estimating, project management and administrative work. It generates estimates and proposals from scopes, blueprints, job photos and site walkthroughs; uploaded drawings, photos and other files can also provide details such as square footage, quantities and material lists. Project tools include AI scheduling, daily logs, alerts, photo and file management, client portals and change orders. Financial workflows cover invoicing, payments, milestone-based billing, custom pricing and markup, and consumer financing. Named integrations include QuickBooks Online, Google Calendar, Magicplan and Zapier; estimates, invoices and payments can sync with QuickBooks Online. The REST API supports webhooks and syncing projects, estimates, proposals, invoices and contacts, and is available on Scale. Handoff lists web, mobile and desktop access, with apps for iOS, Android and desktop. Flex costs $119 a month billed annually and includes 50 AI usage credits per month, one custom pricing catalog and two users. The seven-day free trial does not require a credit card.