Proposal Software Pricing
Plans for consultants, advisors, and agencies who send proposals. Every plan includes AI drafting, read analytics, and e-signature. Start free for 7 days, no credit card required.
Pricing
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
- InstaBrief: 2 trial recordings
Pro
For growing teams of advisors and consultants that need collaboration and CRM sync
$1,249/yr billed annually
- 1 seat included, add more for $75/seat/mo
- Unlimited proposals
- Everything in Starter
- InstaBrief: 5 audio hours/mo of call recording, transcription & AI briefs
- 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
- QuickBooks & Stripe invoicing on signature
- Custom proposal branding
- Priority email support
Enterprise
For large advisory firms and consulting practices that demand compliance, scale, and white-glove service
$2,390/yr billed annually
- Minimum 25 seats (1 included), additional seats $39/seat/mo
- Everything in Pro
- InstaBrief: 20 audio hours/mo
- 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.
Common questions
What is InstaBrief?
InstaBrief records your client conversation and turns it into an engagement brief. Tap record in the AdvisorPitch iPhone app or in your browser, or upload audio you already captured elsewhere. Within minutes you get a clean transcript plus a brief covering the client's goals, pain points, scope signals, budget and timing cues, and next steps, which you can then use to draft the proposal.
Do I need consent to record a client call?
Often, yes. Recording laws vary by state and country: some require only one party to consent, others require everyone on the call. You are responsible for complying with the laws that apply to you and your client. The simplest approach is to say at the start of the call that you are recording to capture the details accurately, and to stop if anyone objects. AdvisorPitch gives you the recording tool; it does not provide legal advice or obtain consent for you.
What counts as an audio hour?
One hour of recorded conversation that InstaBrief transcribes. Pro includes 5 audio hours per calendar month and Enterprise includes 20, and the included hours reset at the start of each month. Extra hours are $6 each, and hours you purchase never expire.
Can I use recordings from Plaud, Voice Memos, or my meeting tool?
Yes. Share or upload an existing audio file and it goes through the same pipeline as a live recording, so you get the transcript and the engagement brief without changing how you capture meetings today.
Which plans include InstaBrief?
Pro includes 5 audio hours a month and Enterprise includes 20. Free trial accounts get one recording and Starter accounts get two, so you can see how it works before upgrading.
What counts as a proposal?
Any document you create in AdvisorPitch: a proposal, statement of work, quote, or engagement letter. Starter includes 25 per month; Pro and Enterprise are unlimited.
Do I need a credit card for the free trial?
No. The 7-day Starter trial requires no credit card, and you can cancel anytime.
Are electronic signatures included?
Yes, on every plan. Clients sign directly in the browser, and the sealed PDF is delivered to both parties automatically, with no separate e-signature product needed.
Can I use my own AI model or API key?
Pro and Enterprise plans include Bring Your Own LLM: connect your own Claude, OpenAI, or Gemini API key, or a custom model endpoint. Starter uses the platform's built-in AI.
Can I connect AdvisorPitch to my CRM?
Pro and Enterprise sync contacts and deals with HubSpot, Salesforce, and Zoho CRM, and connect to thousands of other apps through webhooks and Zapier.
What happens after a proposal is signed?
The sealed PDF is emailed to you and your client, the deal updates in your synced CRM, and on Pro+ you can generate a QuickBooks or Stripe invoice from the signed amount.
Can I add team members?
Yes. Pro adds seats at $75/seat/month; Enterprise at $39/seat/month with a 25-seat minimum. A seat is a user who can log in and create proposals.
Can I customize proposal branding?
Every proposal carries your logo, colors, and cover design. Pro adds custom proposal branding, and Enterprise offers a fully white-labeled domain.