From proposal signed to Asana project in seconds
Asana is a leading project and task management tool that helps teams organise, track, and manage their work. Integrating Asana with Pitchsite creates a seamless handoff from proposal to project — every signed deal automatically appears as an Asana project ready for your delivery team.
A step-by-step look at how Asana and Pitchsite work together.
Authorise Pitchsite in your Asana workspace. Select the default project template and workspace.
Map proposal fields — client name, deliverables, timeline, budget — to Asana project fields, custom fields, and task names.
Proposal signed → Asana project created. Your delivery team wakes up to a fully structured project with tasks, due dates, and the client's agreed scope.
Default task assignees from your project template are automatically set. The kickoff call task goes to the account manager; the brief goes to the creative lead.
When the Asana project reaches 100% completion, Pitchsite drafts a renewal or upsell proposal for review — close the loop on every engagement.
Real ways agencies use Asana and Pitchsite together.
Every signed proposal creates the same Asana project structure — same sections, same default tasks. Your team always knows exactly where to start.
With Pitchsite + Asana, your project manager has a structured project waiting before they even open their laptop. No setup meetings needed to get moving.
Your delivery team can see the original proposal details in the linked Asana project — no more "wait, what did we actually sell them?" conversations.
Link Asana time tracking to the Pitchsite proposal value to see real margins on every client — not just estimates.
Why agencies connect Asana to Pitchsite.
From proposal signed to Asana project in seconds
Try Pitchsite free →No credit card required. Free to start.
Start for free. Your first proposal is live in 5 minutes. Integrations set up in seconds.
Get started free →Yes. New projects created by Pitchsite can be automatically added to an Asana portfolio, giving principals a real-time view of the entire client project pipeline.
Yes. Pitchsite automatically attaches the signed proposal document as an attachment to the Asana project for reference.
Yes. Pitchsite-created projects follow all your existing Asana Rules — moving tasks between sections, sending notifications, updating custom fields.
You can configure Pitchsite to create a new section within an existing Asana "New Clients" project rather than creating a standalone project.
Other tools that work well alongside Asana + Pitchsite.