Turn signed proposals into Monday.com projects instantly
Monday.com is a visual work management platform used by teams of all sizes to plan, track, and deliver projects. When paired with Pitchsite, every signed proposal automatically becomes a Monday.com board, client details, deliverables, and timelines pre-populated and ready for your team.
A step-by-step look at how Monday.com and Pitchsite work together.
Authenticate via Monday.com OAuth. Select which board template to use as the default for new client projects.
Define how proposal data (deliverables, timeline, budget) maps to Monday.com board columns, groups, status columns, date columns, and number columns.
The moment a client signs your Pitchsite proposal, a new Monday.com board is created from your template, pre-filled with the client's name, agreed deliverables, and project start date.
A Monday.com update is automatically posted to the new board tagging the project lead with a summary of the signed proposal.
Monday.com project completion milestones can trigger Pitchsite renewal proposal generation, the perfect upsell trigger.
Real ways agencies use Monday.com and Pitchsite together.
Remove the gap between "proposal signed" and "project started." Monday.com boards are live before your delivery team even knows the deal is closed.
Every client project starts with the same Monday.com board structure, no missing columns, no forgotten tasks. Consistency at scale.
For monthly retainer clients, Pitchsite sends the monthly renewal proposal while Monday.com tracks ongoing deliverables. Both tools stay in sync for the lifetime of the relationship.
When a Monday.com project nears 80% completion, Pitchsite auto-drafts a next-phase proposal for the project lead to review and send.
Why agencies connect Monday.com to Pitchsite.
Turn signed proposals into Monday.com projects instantly
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 can select any existing Monday.com board as the template. Pitchsite creates a copy and populates it with the proposal data.
Yes. Proposal line items can be mapped to sub-items in Monday.com for granular task-level tracking.
If you update and re-send a proposal, Pitchsite can optionally push updated values (budget, timeline) to the linked Monday.com board.
Yes. You can configure Pitchsite to add a new group to an existing "Client Projects" board rather than creating a new board for each client.
Other tools that work well alongside Monday.com + Pitchsite.