For Suppliers & Vendors
Proposal Software for Suppliers & Vendors
Every quote tracked, every deal in your CRM.
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Suppliers and vendors send more proposals than almost anyone, and most of them disappear into a buyer's inbox the moment they are attached to an email. You are often quoting against two or three competitors, into a buying committee you cannot see, on a timeline nobody tells you. AdvisorPitch turns each quote into a live, trackable link, so you can see who opened it, what they compared, and when to call, and it pushes that activity straight into the CRM your team already runs on.
See who is actually evaluating you
A quote sent as a PDF goes dark on send. Sent as a live link, you get a text the moment it is opened, and you can see how long they spent on pricing, which line items they revisited, and whether it was forwarded and reopened by someone else. In a competitive bid, that is the difference between calling at the right moment and calling into silence.
It lands in your CRM without anyone retyping it
Proposal activity syncs to HubSpot, Salesforce, or Zoho, so opens, engagement, and status show up against the right deal automatically. Your reps stop maintaining a parallel spreadsheet, and your pipeline reflects what buyers are actually doing rather than what someone remembered to log. CRM sync is included on the Pro plan and above.
Quote faster, and consistently
Reusable templates and a shared content library mean standard terms, product descriptions, and pricing tables are one click, not a copy-paste from the last deal. AI drafts the scope from your notes when a quote needs a real narrative. New reps send on-brand, accurate quotes in their first week.
Close without the signature chase
Your buyer signs in the browser, on the same document they were just reading, and you both get the sealed PDF instantly with a full audit trail. No separate signing tool, no printed-scanned-emailed copy, no waiting on procurement to route a paper form.
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Frequently asked questions
Is AdvisorPitch a fit for suppliers and vendors, not just consultants?
Yes. It suits anyone who sends a proposal or quote and wants to know what happens after it lands. Suppliers and B2B vendors get the most from the tracking and CRM sync, because they typically send at higher volume and into buying committees they cannot see.
Can proposal activity sync to my CRM?
Yes. AdvisorPitch syncs with HubSpot, Salesforce, and Zoho CRM, so proposal opens, engagement, and status appear against the matching deal without manual data entry. CRM sync is available on the Pro plan ($129/mo) and Enterprise.
Can I track a quote that gets forwarded internally?
Yes, and this is often the most useful signal. Repeat opens and renewed activity on a quote usually mean it is being circulated to other stakeholders or a decision maker, which tells you the deal is moving and it is worth offering to answer questions from the wider group.
How is this different from just emailing a PDF quote?
A PDF is a document; a tracked proposal is a process. You see when it is opened and what held attention, the buyer signs in the browser instead of printing and scanning, and the whole thing records itself in your CRM. The quote itself can look identical, but everything after you hit send is different.