---
title: Advisr Reviews
meta_title: 'Advisr Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Advisr works for a business like yours.
date_modified: '2024-10-06'
parent_category:
  name: Quote Management
  url: https://www.g2.com/categories/quote-management
---


# Advisr Reviews
**Vendor:** Advisr  
**Category:** [Proposal Software](https://www.g2.com/categories/proposal)
## About Advisr
Advisr helps sales organizations become more efficient and effective in their sales engagements. In just minutes or less, the technology recommends the right data-driven product mix for every campaign, enabling sales teams to capture more revenue and increase share of wallet. Our platform also automates pre-sale workflows, freeing up sales teams to work faster and pitch more business, while giving managers visibility into every sale.






- [View Advisr pricing details and edition comparison](https://www.g2.com/products/advisr/reviews?open_modal_url=%2Fproducts%2Fadvisr%2Fwishlists%3Fhost_path%3D%252Fproducts%252Fadvisr%252Freviews%26source%3Dsticky_header_pin&section=pricing&secure%5Bexpires_at%5D=2026-08-10+15%3A14%3A50+-0500&secure%5Bsession_id%5D=1a1d08dd-a62f-4ce1-ab5f-aaea0e5d8cb2&secure%5Btoken%5D=05ea3f92f4fcdf3c7599b9dda41ff5bac4cba364947b092c4ae3f8d3bb0e5515&format=llm_user)

## Advisr Features
**Additional Functionality**
- AI Copilot
- Electronic Signature
- Approval Process Control
- Customer History
- Workflow Management
- Reminders
- Automated Quoting
- Price/Margin Management
- Contact Management
- Drag & Drop
- Pricing and Cost Calculations
- Calendar Management
- Catalog Management
- Client Portal
- Discount Management
- Real-Time Data
- Proposal Generation
- Billing & Invoicing
- Generative AI
- Customizable Branding
- Template Management
- Document Management
- Estimating
- Email Management
- Third-Party Integrations
- Reporting & Statistics
- Access Controls/Permissions
- Customizable Fields
- CRM
- Pricing Management
- API
- Accounting Integration
- Activity Dashboard
- Contract/License Management
- Electronic Payments
- Audit Trail
- Quotes/Estimates

**Document Creation**
- Customizability: Variables and Fields
- Template Creation and Flexibility
- Rich Media
- Online Document Creation
- PDF Creation
- Custom Branding

**Workflow**
- Document Builder Interface
- Collaborative Creation
- Assembly and Approval Workflows

**Analytics**
- Engagement Tracking
- Proposal Effectiveness Reporting
- Reporting and Dashboards

**Administration and Platform**
- User, Role, and Access Management
- Alerts and Notifications
- CRM Integration
- Electronic Signature
- CPQ Integration
- API / Integrations
- Contract/License Management
- Knowledge Base Management
- Contact Management
- RFP Management
- Workflow Management
- Document Management
- Task Management
- API

**Generative AI**
- AI Text Generation
- Generative AI
- Proposal Generation

**Additional Functionality**
- Templates
- Collaboration Tools
- AI Copilot
- CRM
- Automatic Formatting
- Client Portal
- Access Controls/Permissions
- Quotes/Estimates
- Customizable Reports
- Content Library
- Data Import/Export
- Document Review
- Document Automation
- Reminders
- Audit Trail
- Reporting & Statistics
- Approval Process Control
- Version Control

## Top Advisr Alternatives
  - [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - 4.7/5.0 (3,448 reviews)
  - [Proposify](https://www.g2.com/products/proposify/reviews) - 4.6/5.0 (1,116 reviews)
  - [Jotform Sign](https://www.g2.com/products/jotform-sign/reviews) - 4.7/5.0 (1,690 reviews)