AdvisorPitch
AdvisorPitch: AI proposal drafting with signatures, analytics, CRM sync, and API integrations. Ranked #11 of 26 in AI Proposal Generators by our editors (6.6/10); pricing: From $62/mo · 7-day trial; best for advisors needing AI proposals and CRM workflows.
At a glance
- Editor score6.6 / 10
- PricingFrom $62/mo · 7-day trial
- Best forAdvisors needing AI proposals and CRM workflows
- Free planNo
- Paid from$62/mo
- AI proposal draftingYes
- Facts checked22 Sep 2026
Where it wins
- Drafts proposals and statements of work using source materials
- Tracks engagement page by page with email and SMS alerts
- Connects with HubSpot, Salesforce, Zoho CRM, and APIs
Where it doesn't
- No free plan is available
- Starter pricing begins at $62 per month
- The platform is web-based only
Our verdict on AdvisorPitch
AdvisorPitch is a web-based proposal-management platform for consultants, advisors, agencies, suppliers, and professional-services teams. Its core workflow combines AI drafting for proposals and statements of work with reference-file context, reusable templates, shared content, browser-based electronic signatures, and sealed PDF delivery. Proposal engagement can be tracked page by page, while email and SMS alerts indicate document opens. Discovery-call transcription, engagement briefs, AI proposal insights, and win-pattern analysis extend the product beyond document creation for teams that want proposal workflows connected to sales activity.
Pricing is organized across Starter, Pro, and Enterprise. Starter costs $62 per month or $749 per year and includes AI-generated proposals, e-signatures, page-by-page viewer tracking, AI Proposal Insights, PDF export, and email and SMS open alerts. Pro costs $104 per month or $1,249 per year, adding unlimited proposals, Bring Your Own LLM, team collaboration, shared templates, webhooks, API integrations, CRM synchronization, and priority email support. Enterprise costs $199 per month or $2,390 per year and adds white-label branding, SSO, SAML, Google OAuth, advanced analytics, audit logs, a compliance-ready document archive, and a dedicated account manager. A 7-day free trial is available, but there is no free plan.
AdvisorPitch fits organizations that want proposal generation tied to CRM and operational systems. Pro supports HubSpot, Salesforce, and Zoho CRM synchronization, while integrations also include QuickBooks, Stripe, Zapier, and webhooks. Enterprise adds identity and branding controls for larger branded workflows. The product is a strong match for advisors and professional-services teams that need AI-assisted drafting, reusable content, engagement visibility, and signatures in one web application. It is less suitable for buyers seeking a free tier, a native non-web application, or a simpler proposal tool without CRM, analytics, and workflow requirements.
AdvisorPitch pricing
All 3 AdvisorPitch plans and prices →
AdvisorPitch fact sheet
| Free plan | No |
|---|---|
| Paid from | $62/mo |
| AI proposal drafting | Yes |
| Pricing tables | Yes |
| Reusable content library | Yes |
| Client approvals | Not verified |
| Electronic signatures | Yes |
| Included team seats | 1 seats |
| Free trial | 7 days · no card needed |
| Deployment | Cloud, Mobile |
| Platforms | Web, iOS, Android |
| Compliance & security | SSO/SAML |
| Support | Email, Docs |
| Built for | Solo, Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 6 integrations: HubSpot, Salesforce, Zoho CRM, QuickBooks, Stripe, Zapier |
| Pricing | From $62/mo · 7-day trial (source) |
| Website | advisorpitch.com |
| Facts checked | 22 Sep 2026 |
AdvisorPitch integrations
AdvisorPitch lists 6 integrations on its own site.
- HubSpot
- Salesforce
- Zoho CRM
- QuickBooks
- Stripe
- Zapier
Alternatives to AdvisorPitch
- Proposal ExpertA proposal workspace that combines AI drafting, scoring, analytics, and signatures.9.8
- MyProposalA complete AI proposal workflow spanning drafting, approvals, signatures, and analytics.9.0
- FirstSlateA focused creative-workflow platform that connects AI proposals to payment and approval.8.7
See all AdvisorPitch alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026
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