Invoice clients immediately from accepted proposals via FreshBooks
FreshBooks is a cloud-based accounting and invoicing solution built specifically for small businesses and freelancers. Its clean interface and strong time-tracking make it a favourite for solo agencies and boutique studios. Connecting FreshBooks to Pitchsite means proposals and invoices stay in perfect sync — no more manual re-entry.
A step-by-step look at how FreshBooks and Pitchsite work together.
Authenticate Pitchsite with your FreshBooks account. Existing clients and invoice templates sync to Pitchsite immediately.
Link your Pitchsite proposal service types to FreshBooks invoice items — rates, descriptions, and tax rates all carry over from your FreshBooks setup.
Accepted proposals automatically generate FreshBooks invoices with the correct client, line items, and payment terms — ready to send in seconds.
Pitchsite checks for an existing FreshBooks client record and creates one if it doesn't exist — maintaining a clean client database without duplication.
Time entries in FreshBooks automatically link to the client created from the Pitchsite proposal — enabling accurate profitability tracking against the agreed scope.
Real ways agencies use FreshBooks and Pitchsite together.
For freelancers who handle their own billing, Pitchsite + FreshBooks removes the step of creating an invoice after every signed proposal — it just appears in FreshBooks ready to send.
Track hours against client projects in FreshBooks and compare to the proposal estimate — see exactly where over-servicing happens and how to price better next time.
FreshBooks sends automatic payment reminders on invoices created by Pitchsite — so late payment reminders are handled without any manual follow-up from you.
Log expenses in FreshBooks against client projects — third-party costs, tools, contractors — and reconcile them against the budget in the original Pitchsite proposal.
Why agencies connect FreshBooks to Pitchsite.
Invoice clients immediately from accepted proposals via FreshBooks
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. Monthly retainer proposals in Pitchsite can create recurring FreshBooks invoices, automatically generated on the agreed billing date each month.
Pitchsite matches the client by email address. If a match is found, the new invoice is linked to the existing FreshBooks client record — no duplicates created.
Yes. Once an invoice is marked as paid in FreshBooks, the payment status syncs back to the Pitchsite deal record for a complete revenue picture.
Yes. FreshBooks Projects can be created automatically alongside the invoice when a Pitchsite proposal is signed — giving you project-level time and cost tracking from day one.
Other tools that work well alongside FreshBooks + Pitchsite.
Collect deposits and payments directly from your proposals
View integration →Sync signed proposals to QuickBooks invoices automatically
View integration →Track time against proposal scope to measure true project profitability
View integration →