Convert JotForm submissions into Pitchsite proposals automatically
JotForm is a powerful, user-friendly form builder used by millions of businesses for lead capture, client intake, contract signing, and data collection. Connecting JotForm to Pitchsite turns every qualified form submission into a personalised proposal — no copy-pasting, no wasted time, no missed leads.
A step-by-step look at how JotForm and Pitchsite work together.
Create a JotForm with fields relevant to your proposal process — name, company, email, project type, budget, timeline. Use JotForm's conditional logic to ask follow-up questions based on answers.
In JotForm settings, add a webhook pointing to Pitchsite's API endpoint. Or use Zapier to connect the two tools without code. Field mappings define how JotForm data populates proposal variables.
When a JotForm is submitted, Pitchsite creates a new proposal draft pre-populated with the form data — client name, company, project type, and budget are all there before you touch the keyboard.
Log in to Pitchsite, review the auto-generated draft, add your recommendations and approach, and send within the hour. The personalisation that usually takes hours is done in minutes.
Client accepts the Pitchsite proposal, Stripe collects the deposit, and the JotForm submission closes the loop — from first contact to committed client in a single streamlined workflow.
Real ways agencies use JotForm and Pitchsite together.
Embed a JotForm on your agency website for quote requests. Pitchsite receives the submission and generates a proposal. The prospect gets a polished proposal while competitors are still reading their notification email.
Use JotForm as a post-signature client intake form. Responses feed into Pitchsite project records and project management tools — a structured brief from the client without scheduling a separate meeting.
Collect leads at industry events via JotForm tablet forms. Pitchsite sends personalised follow-up proposals to each lead automatically — stand-out follow-up in a sea of business card follows.
Create a JotForm for referral partner submissions. Each referral triggers a Pitchsite proposal to the referred lead — fast, professional follow-up that reflects well on both the agency and the referrer.
Why agencies connect JotForm to Pitchsite.
Convert JotForm submissions into Pitchsite proposals automatically
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Start for free. Your first proposal is live in 5 minutes. Integrations set up in seconds.
Get started free →Yes. JotForm can generate a PDF of the intake form, which can be attached to the Pitchsite deal record as a client-submitted brief — supporting documentation for the proposal.
JotForm supports payment collection for form fees (consultations, discovery call deposits). Pitchsite handles proposal acceptance payments. They serve different moments in the client journey and can coexist.
Yes. Use Pitchsite for the commercial proposal and JotForm's e-sign for legal contracts if preferred. Both tools serve different parts of the client commitment journey.
There's no strict limit — any JotForm field can be mapped to a Pitchsite proposal variable via the webhook payload. Complex proposals with many variables work well with detailed JotForm field mapping.
Other tools that work well alongside JotForm + Pitchsite.