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
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
- 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 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
- 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 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 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.