AdvisorPitch← Back to home

Terms of Service

Last updated: June 1, 2026

These Terms of Service ("Terms") govern your access to and use of the AdvisorPitch platform ("Service"), operated by Magicgate Software LLC ("we," "us," or "our"). By creating an account or using the Service, you agree to be bound by these Terms. If you do not agree, do not use the Service.

1. Description of Service

Program Name: AdvisorPitch

AdvisorPitch is a proposal management platform for advisors, consultants, and service businesses. It enables users to create, send, and track professional proposals; collect electronic signatures; manage client relationships; and receive real-time notifications when clients interact with proposals.

2. Eligibility

You must be at least 16 years old to use the Service. By using the Service, you represent that you meet this requirement and that you have the legal capacity to enter into a binding agreement.

3. Account Registration

You agree to provide accurate, current, and complete information when creating your account. You are responsible for maintaining the confidentiality of your login credentials and for all activity that occurs under your account. Notify us immediately at support@advisorpitch.com if you suspect unauthorized access.

4. SMS Messaging Program

AdvisorPitch offers an optional SMS notification feature as part of the Service. The following terms apply specifically to this SMS messaging program.

4.1 Program Name & Description

Program Name: AdvisorPitch Notifications
Description: When you opt in, AdvisorPitch sends transactional SMS alerts to the mobile number you register in Settings → Notifications. These alerts include notifications such as: "Your proposal was opened by a client," "Your proposal was signed," and "Your proposal has expired." These are transactional service messages only — no marketing or promotional messages are sent.

4.2 How to Opt In

You opt in to SMS notifications by entering your mobile phone number in Settings → Notifications within your AdvisorPitch account. Providing your number constitutes your consent to receive the transactional messages described above.

4.3 Message Frequency

Message frequency varies based on your account activity. You may receive multiple messages per day if clients are actively engaging with your proposals. You will not receive SMS messages unless you have enabled notifications and there is an account event to report.

4.4 Message & Data Rates

Message and data rates may apply. Check with your mobile carrier for details about rates for sending and receiving text messages. AdvisorPitch does not charge separately for SMS delivery; standard carrier rates apply.

4.5 Opt-Out Instructions

You may opt out of SMS notifications at any time using either of the following methods:

  • Reply STOP to any SMS message you receive from AdvisorPitch. You will receive a confirmation message and no further SMS will be sent.
  • Remove your phone number from Settings → Notifications in your AdvisorPitch account.

4.6 Help & Support

Reply HELP to any SMS message for assistance, or contact us directly:

4.7 Privacy of SMS Data

Your mobile phone number is used solely to deliver the transactional notifications you have requested. It is never sold, shared, or disclosed to third parties for marketing purposes.See our Privacy Policy for full details on data handling.

4.8 Supported Carriers

AdvisorPitch SMS notifications are supported on major U.S. carriers including AT&T, Verizon, T-Mobile, Sprint, Boost Mobile, MetroPCS, and others. Carrier support may vary; not all features may be available on all carriers.

5. Acceptable Use

You agree not to:

  • Use the Service for any unlawful purpose or in violation of any regulations
  • Upload, transmit, or share content that is defamatory, obscene, fraudulent, or infringes on third-party rights
  • Attempt to gain unauthorized access to any part of the Service or its infrastructure
  • Use the Service to send spam, unsolicited communications, or engage in phishing
  • Reverse engineer, decompile, or disassemble the Service
  • Resell or sublicense access to the Service without written permission

6. Subscription & Billing

Certain features of the Service are available only with a paid subscription. Subscription fees are billed in advance on a recurring basis (monthly or annually) through Stripe. All fees are non-refundable except as required by law or as expressly stated in our refund policy.

We reserve the right to modify pricing with 30 days' notice. Continued use after a price change constitutes acceptance of the new pricing.

7. Intellectual Property

The Service and its content, features, and functionality are owned by Magicgate Software LLC and are protected by copyright, trademark, and other intellectual property laws. You retain ownership of all content you upload or create through the Service, and you grant us a limited, non-exclusive license to store and process it to provide the Service.

8. Data and Privacy

Your use of the Service is subject to our Privacy Policy, which is incorporated into these Terms by reference.

9. Disclaimer of Warranties

THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT. WE DO NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED, ERROR-FREE, OR COMPLETELY SECURE.

10. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, MAGICGATE SOFTWARE LLC SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES ARISING OUT OF OR RELATED TO YOUR USE OF THE SERVICE, EVEN IF WE HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. OUR TOTAL LIABILITY TO YOU FOR ANY CLAIM SHALL NOT EXCEED THE AMOUNT YOU PAID US IN THE 12 MONTHS PRECEDING THE CLAIM.

11. Termination

We may suspend or terminate your account at any time for violation of these Terms. You may cancel your account at any time from your billing settings. Upon termination, your right to use the Service ceases immediately and we may delete your data in accordance with our data retention policy.

12. Governing Law

These Terms are governed by the laws of the State of Texas, United States, without regard to its conflict of law provisions. Any disputes arising under these Terms shall be resolved in the courts located in Texas.

13. Changes to Terms

We reserve the right to modify these Terms at any time. We will notify you of material changes via email or in-app notification at least 14 days before they take effect. Continued use of the Service constitutes acceptance of the revised Terms.

14. Contact Information

For questions about these Terms, the SMS program, or to request opt-out assistance:

For SMS support, reply HELP to any message or email us at the address above. To stop receiving SMS, reply STOP to any message.

Privacy Policy →← Back to home