Log proposal data to Google Sheets for custom reporting and analysis
Google Sheets is the universal data tool that every team already uses. Connecting Google Sheets to Pitchsite creates a live proposal data pipeline — every sent, viewed, and signed proposal logs to a spreadsheet automatically. Custom dashboards, pipeline reports, and revenue forecasts built exactly the way your team needs them.
A step-by-step look at how Google Sheets and Pitchsite work together.
Authenticate Pitchsite with your Google account. Select the Sheet and tab to receive proposal data, or let Pitchsite create a new tracking Sheet automatically.
Every Pitchsite proposal event — sent, viewed, accepted, declined — automatically appends a row to your Google Sheet with timestamp, client name, proposal value, and status.
Use Google Sheets' pivot tables, SUMIF formulas, and chart tools to build pipeline reports tailored to your agency — proposal velocity, close rate by service type, revenue by month.
In reverse: use a Google Sheet as a data source for bulk proposal creation. Pitchsite reads rows from a Sheet and creates a batch of personalised proposals — ideal for outbound campaigns.
Share the Google Sheet with senior leadership for live pipeline visibility — updated in real time as proposals are sent and signed, no manual entry needed.
Real ways agencies use Google Sheets and Pitchsite together.
Build the exact proposal pipeline report your agency needs in Google Sheets — by service line, by salesperson, by client size, by month. Pitchsite feeds the data; Sheets gives you the flexibility to report on it your way.
Multiply proposal values by close rate by stage in Google Sheets for a simple, accurate revenue forecast. Updated automatically as proposals progress.
Running an outbound campaign with 50 personalised proposals? Use a Google Sheet as the master list — Pitchsite creates proposals from Sheet rows and logs status back to the same Sheet.
For agencies without a dedicated BI tool, Google Sheets + Pitchsite data provides powerful enough reporting for weekly management review — free, familiar, and fully customisable.
Why agencies connect Google Sheets to Pitchsite.
Log proposal data to Google Sheets for custom reporting and analysis
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Get started free →Both. You can configure Pitchsite to append rows to an existing Sheet (any tab) or have it create a new Sheet with the standard Pitchsite data schema.
Yes. A Google Sheet can act as a data source — each row becomes a personalised proposal. Ideal for agencies doing outbound sales to lists of similar prospects.
Real-time. Proposal events trigger immediate row creation in Google Sheets via webhook — there is no polling delay.
Not directly — Pitchsite reads raw cell values. However, you can use a separate column with formula-calculated values (e.g., calculated budget tiers) that Pitchsite then reads as a data source.
Other tools that work well alongside Google Sheets + Pitchsite.