For Agencies
Proposal Software for Agencies
Proposals as polished as the work you pitch.
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Agencies send a lot of proposals, and they are judged on how those proposals look. A plain PDF undersells creative, marketing, and development work. AdvisorPitch gives your team designer-grade proposals with your branding, AI-drafted scopes, real-time read tracking, and shared seats so the whole agency works from one system.
Proposals that match your craft
Designer cover pages (Hero, Executive, and Full-Image layouts), AI cover art, your brand applied automatically, and a live, interactive proposal link. Your proposals finally look as good as the work they are pitching.
Built for volume
High proposal volume is punishing on tools that cap sends. AdvisorPitch Pro includes unlimited proposals and reusable templates and content blocks, so your team spins up a polished, on-brand proposal in minutes.
One team, shared everything
Invite your team, share templates, branding, and a content library, and keep every proposal consistent. Per-seat pricing means you add teammates as you grow, and the whole agency sees the pipeline.
See engagement, sync your pipeline
Get a text when a client opens a proposal, watch which pages they read, and sync the deal to HubSpot, Salesforce, or Zoho automatically on Pro plans, so account managers never do double entry.
Explore the features
Frequently asked questions
Does AdvisorPitch support agency teams?
Yes. Pro plans include team seats, shared templates, a shared content library, and CRM sync. Add seats for $75/mo each as your agency grows, and everyone works from the same branding and pipeline.
Can we make proposals match our brand?
Fully. Apply your colors, fonts, and logo automatically, choose from designer cover layouts, add AI cover art, and send a live branded link. Your proposals look like your creative work, not a template.
Is there a limit on how many proposals we can send?
Pro and Enterprise plans include unlimited proposals, which suits agencies with high proposal volume. Starter includes 25 per month.