Automatically archive proposals and assets in Dropbox
Dropbox is a reliable cloud storage and file collaboration platform used by agencies for file sharing, client asset storage, and team collaboration. Connecting Dropbox to Pitchsite creates an automatic filing system for proposals and project assets — organised, accessible, and always up to date.
A step-by-step look at how Dropbox and Pitchsite work together.
Authenticate Pitchsite with your Dropbox account. Your folder structure syncs to Pitchsite for file routing.
Every Pitchsite proposal (draft, sent, signed) can auto-save to a corresponding Dropbox folder — versioned and organised by client.
Browse and attach Dropbox files — rate cards, case studies, credentials, contracts — directly from within the Pitchsite proposal editor without downloading and re-uploading.
When a proposal is accepted, Pitchsite auto-creates a Dropbox folder for the new client project — structured from your template folder.
Generate Dropbox shareable links for proposal attachments automatically — prospects see a clean download link for supporting documents without needing a Dropbox account.
Real ways agencies use Dropbox and Pitchsite together.
Keep every proposal version in Dropbox — drafts, revised versions, and the final signed copy. Searchable, version-controlled, and always available.
Your Dropbox holds all your agency assets — logo files, case studies, team headshots. Pitchsite can pull these directly into proposals, always current, never stale.
When project deliverables are ready, share them via Dropbox links embedded in Pitchsite client messages — a clean, professional way to deliver final files.
Design teams working in Dropbox can drop proposal visuals (mockups, concepts) directly into the Pitchsite proposal as supporting assets — seamless creative collaboration.
Why agencies connect Dropbox to Pitchsite.
Automatically archive proposals and assets in Dropbox
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Get started free →No. Dropbox shared links work without a Dropbox account — clients access files via the browser link you include in the proposal.
You can link to Dropbox Paper documents from within Pitchsite proposals. Direct embedding of Paper documents is not currently supported.
Yes. The Pitchsite integration respects Dropbox Business admin policies — it operates within your organisation's folder permissions and sharing restrictions.
Functionally, both integrations provide auto-save and file attachment capabilities. The choice depends on which platform your team already uses for file storage — Pitchsite supports both.
Other tools that work well alongside Dropbox + Pitchsite.