Store and share proposal assets via Google Drive
Google Drive is the cloud storage platform at the heart of millions of agency workflows. Connecting Google Drive to Pitchsite means proposal assets — briefs, case studies, signed documents — automatically organise into the right Drive folders, and Drive content can be pulled into proposals in one click.
A step-by-step look at how Google Drive and Pitchsite work together.
Authenticate Pitchsite with Google Drive via OAuth. Your folder structure becomes available for file linking and auto-save.
Every accepted Pitchsite proposal automatically saves a PDF copy to a designated Google Drive folder — organised by client name and date.
Link to Google Drive files (case studies, portfolio PDFs, team bios) directly from your Pitchsite proposals — always using the latest version from Drive.
When a proposal is signed, Pitchsite can auto-create a new "Client Name - Project Type" folder in Google Drive — pre-populated with your standard new-client folder template.
Auto-share the new client folder with the client's email when the proposal is accepted — instant, organised access to all shared project files.
Real ways agencies use Google Drive and Pitchsite together.
Never hunt for a signed proposal again. Every accepted Pitchsite proposal saves automatically to the right Google Drive folder — findable in seconds, forever.
Remove the "set up the client folder" task from your onboarding checklist. Pitchsite does it automatically, organised, the moment a deal is closed.
Link to your latest portfolio case studies, team bios, and credentials from Google Drive in your Pitchsite proposals. When you update a Drive file, the proposal links to the freshest version.
Create and share client-specific Google Drive folders at the moment of signing — a professional, organised start to every new client relationship.
Why agencies connect Google Drive to Pitchsite.
Store and share proposal assets via Google Drive
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. In the integration settings, you define the root folder for proposal storage. Pitchsite organises sub-folders by client name and year automatically.
Yes. Proposals saved to a shared Drive or Team Drive are accessible to all team members with the relevant permissions — no separate sharing step needed.
You can link to Google Docs, Sheets, and Slides hosted in Drive from within Pitchsite proposals. Embedding live documents is not supported, but linked documents always serve the latest version.
Yes. Pitchsite supports saving to and reading from both My Drive and Shared Drives in Google Workspace.
Other tools that work well alongside Google Drive + Pitchsite.