Getting Started1:00
The Easy Button: Simple Mode in AdvisorPitch
New to proposal software, or just want a calmer workspace? Simple Mode is the easy button.
Key takeaways
- One switch hides advanced features for a focused workspace
- Nothing is removed; every feature stays one click away
- Ideal for onboarding or a calmer day-to-day view
- Reversible at any time with no loss of data or settings
Powerful software can feel busy on day one. Simple Mode is a single switch that hides the advanced features and gives you a clean, focused workspace with just the essentials for building and sending a proposal.
Nothing is deleted. Analytics, follow-ups, versioning, CRM sync, and the rest are all still there, one click away, ready when you want them. Simple Mode simply gets them out of your way until then.
It is the fastest way to get comfortable: start simple, send your first proposal, and turn on more capability as you grow into it. When you are ready for the full toolset, flip the switch back and everything returns exactly where it was.
