Launch Basecamp projects the moment a proposal is signed
Basecamp is a trusted project management and team communication tool for agencies that want simplicity over complexity. With Pitchsite connected, every signed proposal automatically creates a new Basecamp project — complete with the agreed deliverables, message boards pre-loaded, and team members assigned.
A step-by-step look at how Basecamp and Pitchsite work together.
Authenticate Pitchsite with your Basecamp account. Choose the Basecamp account to use (if you manage multiple).
Set up your standard new-client Basecamp project structure with message boards, to-do lists, and file folders. This becomes the template.
The moment a Pitchsite proposal is accepted, Basecamp creates a new project from your template, named after the client, with start and end dates from the proposal.
A summary of the signed proposal — services, budget, timeline — is automatically posted to the project's message board so the team has full context.
Pitchsite can automatically trigger a Basecamp client invite email, giving your new client access to their project space from day one.
Real ways agencies use Basecamp and Pitchsite together.
Clients sign the proposal and receive a Basecamp invite within minutes. They log in to a fully set up project space — a first impression that wins loyalty.
To-do lists from your template are pre-populated. The "Week 1" tasks are already in Basecamp before your delivery team's Monday morning standup.
Basecamp's client-mode gives new clients a clean view of their project. Linked to the signed Pitchsite proposal, they know exactly what's coming and when.
Every project starts the same way — same structure, same initial comms, same welcome message. Consistency builds trust and reduces onboarding admin.
Why agencies connect Basecamp to Pitchsite.
Launch Basecamp projects the moment a proposal is signed
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. You can set up multiple Pitchsite proposal templates mapped to different Basecamp project templates — e.g., branding projects use one template, SEO retainers use another.
Hill Charts update as to-do items are completed in the normal Basecamp way. Pitchsite creates the to-do items; your team manages progress as usual.
Yes. Set up the integration to send the Basecamp client invite immediately on proposal signature — the whole sequence is automatic.
The Pitchsite integration works with Basecamp Business. The Basecamp Personal plan has limited API access and may restrict some features.
Other tools that work well alongside Basecamp + Pitchsite.