Freedom251 › Proposal Software
AdvisorPitch
What AdvisorPitch is
AdvisorPitch is a proposal and client relationship platform for advisors, consultants, agencies, suppliers, and service businesses. It helps create, send, and track proposals, collect electronic signatures, and notify users about client interactions. Its AI can draft proposals from engagement details or uploaded source material, including an executive summary, scope, deliverables, milestones, and pricing. InstaBrief can record a conversation or accept uploaded audio, transcribe it, create an engagement brief, and use that brief to start a proposal. The platform reports proposal opens and page-by-page engagement, with AI win-probability scores, win-pattern insights, and suggested next actions. Clients sign proposals in a browser, and each signed proposal generates a sealed PDF delivered automatically to both parties on every plan. Starter costs $62.00 per month and includes one seat and 25 proposals per month. Pro costs $104.00 per month with unlimited proposals and five audio hours per month; Enterprise costs $199.00 per month, requires a 25-seat minimum, and includes 20 audio hours per month. Pro and Enterprise connect to HubSpot, Salesforce, and Zoho CRM, support invoicing through QuickBooks and Stripe, and offer webhooks and Zapier connections. The site identifies AdvisorPitch as a product of Magicgate Software LLC.
Who it suits
AdvisorPitch suits advisors, consultants, agencies, suppliers, and service businesses that prepare proposals and collect client signatures. It may also suit teams that want proposal engagement insights, audio-to-brief workflows, or CRM and invoicing connections on Pro or Enterprise.
What it does well
- AI drafts proposals from engagement details or uploaded material.
- InstaBrief turns recorded or uploaded audio into a proposal brief.
- Clients sign in a browser and receive sealed PDFs automatically.
- Proposal reporting includes page engagement and AI-suggested next actions.
- Pro and Enterprise connect to named CRMs and invoicing apps.
What to know first
- There is no free plan.
- Starter limits users to 25 proposals per month.
- Starter and Pro include one seat each.
- Additional InstaBrief audio hours cost $6 each.
Limits
Starter includes 25 proposals per month and one seat. Pro includes one seat and five audio hours per month; Enterprise requires a 25-seat minimum and includes 20 audio hours per month. Extra InstaBrief audio hours cost $6 each.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Pro | $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 | $104 a month |
| Pro | $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 | $1,249 a year |
| Enterprise | $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 | $199 a month |
| Enterprise | $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 | $2,390 a year |
| Starter | $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 | $62 a month |
| Starter | $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 | $749 a year |
As advisorpitch.com lists them, read 30 Sept 2026. The maker's own page has the final word.
Getting started
- Visit https://www.advisorpitch.com/.
- Start the 7-day Starter trial; it requires no credit card.
- Use the included seat to create and send proposals.
- Use InstaBrief to record or upload audio and prepare an engagement brief.
- Choose a paid plan for continued use: Starter is $62.00 per month, Pro is $104.00 per month, or Enterprise is $199.00 per month.
Verdict
Choose AdvisorPitch if you need proposal drafting, browser-based signatures, and proposal engagement reporting in one platform. Starter is limited to 25 proposals per month, while teams needing CRM or invoicing integrations must choose Pro or Enterprise.
Questions
Is there a free plan?
No. AdvisorPitch offers a 7-day free trial of Starter that requires no credit card.
How much does AdvisorPitch cost?
Starter is $62.00 per month, Pro is $104.00 per month, and Enterprise is $199.00 per month.
Which platforms are listed?
The listed platforms are Android, API, iOS, and web. The homepage labels App Store and Google Play availability as coming soon.
Which integrations are included?
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.
Who makes AdvisorPitch?
The site identifies AdvisorPitch as a product of Magicgate Software LLC.
Facts from AdvisorPitch's own pages
- AI drafting
- Its AI drafts proposals with an executive summary, scope, deliverables, milestones, and pricing using engagement details or uploaded source material. · advisorpitch.com, 30 Sept 2026
- API and webhooks
- AdvisorPitch webhooks send signed POST requests for proposal opened, signed, sent, and expired events, with HMAC-SHA256 signature verification. · advisorpitch.com, 30 Sept 2026
- Built-in e-signatures
- Yes · advisorpitch.com, 22 Sept 2026
- E-signatures
- Clients sign proposals in a browser, after which a sealed PDF is delivered to both parties automatically on every plan. · advisorpitch.com, 30 Sept 2026
- Free plan
- No · advisorpitch.com, 22 Sept 2026
- InstaBrief
- InstaBrief records or accepts uploaded audio, transcribes conversations, creates an engagement brief, and uses it to draft a proposal. · advisorpitch.com, 30 Sept 2026
- 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. · advisorpitch.com, 30 Sept 2026
- 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. · advisorpitch.com, 30 Sept 2026
- Mobile availability
- The homepage labels App Store and Google Play availability as coming soon, while its privacy policy describes iOS and Android mobile applications. · advisorpitch.com, 30 Sept 2026
- Plan limits
- Starter includes 25 proposals per month, Pro and Enterprise have unlimited proposals, and extra InstaBrief audio hours cost $6 each. · advisorpitch.com, 30 Sept 2026
- 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. · advisorpitch.com, 30 Sept 2026
- 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. · advisorpitch.com, 30 Sept 2026
- 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. · advisorpitch.com, 30 Sept 2026
- Security
- The privacy policy lists TLS encryption in transit, bcrypt password hashing, HMAC-signed webhook payloads, rate limiting, and regular security reviews. · advisorpitch.com, 30 Sept 2026
- Support
- Pro includes priority email support, Enterprise includes a dedicated account manager, and integration or API questions can be sent to [email protected]. · advisorpitch.com, 30 Sept 2026
- Included team seats
- 1 · advisorpitch.com, 22 Sept 2026
- Trial
- Starter has a 7-day free trial that requires no credit card; free-trial accounts include one InstaBrief recording. · advisorpitch.com, 30 Sept 2026
Where AdvisorPitch stands on Freedom251
- Proposal Software#52 of 134
- AI Proposal Generators#13 of 26