Proposals That Win.
Relationships That Last.
The all-in-one proposal platform for advisors, consultants, agencies, and suppliers. AI writes your proposal, analytics show when clients engage, and e-signatures close the deal — all without leaving one tab.
Proposal Signed ✓
Acme Corp · just now
Sarah viewed pg 4
IT Strategy Proposal · 2m ago
Proposal Opened
Riverside Consulting · 5m ago
98%
Client proposal open rate
5 min
Average time to send a proposal
3×
Faster close vs. PDF proposals
How It Works
From prospect to signed
in three steps
AdvisorPitch removes the friction between your first meeting and a signed engagement letter.
AI Writes Your Proposal
Answer a few questions about the engagement. Choose your AI — Claude, OpenAI, or Gemini — and get a complete, professional proposal in under 60 seconds.
Send & Track
Share a branded proposal link. See page-by-page analytics in real time — which sections grabbed attention, how long they spent reading, and the moment they're ready to buy.
Sign & Sync
Clients sign directly in the browser. The sealed PDF goes to both parties automatically, and the deal syncs to your CRM. Done.
Features
Everything in one platform
Stop stitching together Google Docs, DocuSign, and spreadsheets. AdvisorPitch brings AI writing, analytics, e-signatures, and insights into one platform.
AI-Powered Proposal Generation
AI writes your entire proposal in under a minute — executive summary, scope, deliverables, milestones, pricing, and more. Pro users can Bring Your Own LLM and choose between Claude, OpenAI, Gemini, or a custom model endpoint with your own API keys.
Proposal Intelligence
Real-time page tracking shows when clients engage. AI Insights surfaces win patterns, pricing signals, and your next best action.
E-Signature Built In
Clients sign in the browser. No DocuSign needed. Sealed PDFs delivered automatically to both parties.
CRM & Zapier Sync
Auto-push deals to HubSpot, Salesforce, or Zoho CRM on send. Connect 5,000+ apps via Zapier.
Team Collaboration
Shared templates, role-based access, and one workspace for your whole team.
Enterprise-Grade Security
Proposal expiry dates, instant link revocation, SSO/SAML, audit logs, and compliance-ready document archiving. Built for the compliance environment advisors and consultants operate in.
SMS & Email Alerts
Get notified the moment a client opens your proposal. Follow up while you're top of mind.
What Advisors Say
4.9 / 5 · Rated by advisors and consulting firms
We cut proposal turnaround from 2 days to 20 minutes. The AI drafts the proposal, I tweak it, and it's out the door.
Sarah K.
Financial Advisor
The page-by-page analytics told me exactly which client read our pricing section four times. Closed that deal in the next call.
Marcus T.
Management Consultant
The AI Insights showed me I was losing deals because my fee section came too early. I reordered it and my close rate jumped.
Priya M.
Wealth Management Advisor
Simple, transparent pricing
Starter includes a 7-day free trial · No credit card required · Pro & Enterprise go straight to checkout
Starter
For independent advisors and consultants ready to close more deals
$749/yr billed annually
- 1 seat
- 25 proposals per month
- AI-generated proposals
- E-signatures
- Page-by-page viewer tracking
- AI Proposal Insights
- PDF export
- Email & SMS open alerts
Pro
For growing teams of advisors and consultants that need collaboration and CRM sync
$1249/yr billed annually
- 1 seat included — add more for $75/seat/mo
- Unlimited proposals
- Everything in Starter
- Bring Your Own LLM (Claude / OpenAI / Gemini / custom)
- Team collaboration & shared templates
- Advanced AI Insights & win-pattern analysis
- Webhooks & API integrations
- HubSpot / Salesforce / Zoho CRM sync
- Custom proposal branding
- Priority email support
Enterprise
For large advisory firms and consulting practices that demand compliance, scale, and white-glove service
$2390/yr billed annually
- Minimum 25 seats (1 included) — additional seats $39/seat/mo
- Everything in Pro
- White-label domain & full branding
- SSO / SAML / Google OAuth
- Advanced analytics & audit logs
- Compliance-ready document archive
- Dedicated account manager
Prices show the base plan (1 seat included). Add more seats any time — Pro $75/seat/mo, Enterprise $39/seat/mo (Enterprise minimum 25 seats). · Cancel anytime · A seat = a user who can log in and create proposals.