AdvisorPitch vs Proposal Expert
AdvisorPitch
advisorpitch.com
Proposal Expert
proposal.expertSide by side
| Figure | AdvisorPitch | Proposal Expert |
|---|---|---|
| Price from | $62/mo | €24/mo |
| Free plan | — | Yes |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | Yes |
| Plans published | 9 | 8 |
| Spec score · AI Proposal Generators | 8.7 (#2) | 8.6 (#4) |
| Spec score · Proposal Software | 8.5 (#17) | 9.1 (#4) |
| AI drafting | Its AI drafts proposals with an executive summary, scope, deliverables, milestones, and pricing using engagement details or uploaded source material. | Its Fred assistant turns briefs, emails, call notes or tenders into editable proposal sections. |
| 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. | Signatures are Simple Electronic Signatures under eIDAS, with email one-time-code verification, IP and timestamp evidence, document hashing and RFC 3161 timestamp sealing. |
| Free plan | No | Yes |
| 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. | Live CRM connections are listed for HubSpot, Salesforce and Monday.com; Pipedrive is described as in development, while Zoho, Dynamics 365, Teamleader and Exact Online are planned. |
| 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. | The company says it does not sell customer data or use proposal content to train foundation models. |
| 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. | Proposal Expert is a subscription SaaS for creating proposals, combining an editor, AI feedback and CRM integrations. |
| Support | Pro includes priority email support, Enterprise includes a dedicated account manager, and integration or API questions can be sent to [email protected]. | Support is offered through in-app chat and contact form, in Dutch and English, with weekday replies within one business day and no phone line during beta. |
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
Proposal Expert
- FreeFree
- Starter€24 a month
- Professional€59 a month
- Business€109 a month
- Starter€24 a month
- Professional€59 a month
- Business€109 a month
- EnterprisePriced 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.
Proposal Expert
Proposal Expert is a web-based subscription service for creating proposals, combining an editor, AI feedback, and CRM integrations. Its assistant, Fred, suggests stronger wording, flags weak points, and supports multilingual proposals. Engagement tracking reports when a client opens a proposal, which sections they read, and how long they spend reading. Electronic signatures use email verification and record an audit trail. HubSpot and Pipedrive integrations are listed for Professional, while Salesforce is listed for Business. The company says customer data is stored on servers in the EU, encrypted in transit with TLS 1.2+ and at rest with AES-256, and not sold or used to train foundation models. The free plan includes three proposals per month, 25 AI credits, five templates, three e-signatures per month, basic analytics, and 250 MB of storage. Starter costs €24.00 per month. Support is available in Dutch and English, with weekday replies within one business day; there is no phone line during the beta. Monthly AI credits are pooled per workspace and roll over for one month, capped at one times the monthly allocation.