AdvisorPitch vs Proposify
AdvisorPitch
advisorpitch.com
Proposify
proposify.comSide by side
| Figure | AdvisorPitch | Proposify |
|---|---|---|
| Price from | $62/mo | $1.58/mo |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | — |
| API | Yes | Yes |
| Plans published | 9 | 10 |
| Spec score · AI Proposal Generators | 8.7 (#2) | 8.4 (#6) |
| Spec score · Proposal Software | 8.5 (#17) | 9.1 (#3) |
| 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. | All plans allow documents to be legally e-signed. |
| Free plan | No | No |
| 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. | The integrations directory lists CRM, payment, invoicing, collaboration, file, forms, project-management, and other integrations, including Salesforce, HubSpot, Stripe, QuickBooks, Slack, and Zapier. |
| Support | Pro includes priority email support, Enterprise includes a dedicated account manager, and integration or API questions can be sent to [email protected]. | Email and chat support is available Monday through Thursday from 8 AM to 8 PM EST and Fridays from 8 AM to 4 PM EST. |
| Included team seats | 1 | 1 |
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
Proposify
- Basic$29 a month
- Team$49 a month
- BusinessPriced on request
- Basic$228 a year
- Team$492 a year
- EnterprisePriced on request
- Basic annual$19 a year
- Basic monthly$29 a month
- Team quarterly$49 a month
- Free trialFree
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.
Proposify
Proposify is a web app for sales teams to create, send, track, and close customized proposals. Its drag-and-drop editor handles text, images, video, tables, and shapes, and interactive quotes let buyers select optional fees or enter quantities. Document analytics show when recipients open a proposal and how long they spend in each section. Documents can be created without a plan limit, though monthly send allowances vary: Basic includes 10, Team 30, and Business 75. All plans allow legal e-signatures, and the service supports online payment collection, custom branding, and CRM integrations. Proposals are created and sent in the web app; an iOS companion app monitors proposal activity. A 14-day trial includes Team plan features. Basic costs $19/user/mo when billed annually, while Basic monthly costs $29/user/mo and Team quarterly costs $49/user/mo. The company states that proposals use encrypted links and 256-bit SSL security, and that it is GDPR compliant and SOC 2 Type 2 certified.