Store proposal files and assets in Microsoft OneDrive
Microsoft OneDrive is the cloud storage platform deeply integrated with Microsoft 365, Teams, and SharePoint. For agencies running on Microsoft's ecosystem, the Pitchsite + OneDrive integration provides automatic proposal archiving, asset access, and client folder creation — all within your existing Microsoft environment.
A step-by-step look at how OneDrive and Pitchsite work together.
Authenticate Pitchsite with your Microsoft account or Microsoft 365 organisation. OneDrive and SharePoint file access is granted immediately.
Select which OneDrive folder or SharePoint library should receive signed proposal PDFs. Pitchsite organises them by client and date automatically.
Browse your OneDrive directly from the Pitchsite proposal editor to attach credentials, case studies, or rate cards — no download and re-upload needed.
When a proposal is signed, Pitchsite can trigger the creation of a new SharePoint site for the client project — pre-populated from your standard site template.
Combine the OneDrive integration with Microsoft Teams notifications — when a proposal is signed, Teams alerts your sales channel and the new OneDrive client folder link is shared.
Real ways agencies use OneDrive and Pitchsite together.
Agencies already on Microsoft 365 can integrate Pitchsite into their existing stack without adopting new storage tools. Proposals flow directly into OneDrive alongside Teams, Outlook, and SharePoint.
Large agencies with SharePoint-based knowledge management can auto-create client SharePoint sites from Pitchsite proposals — structured client knowledge bases from day one.
For agencies working with Microsoft-certified enterprise clients, OneDrive and SharePoint provide the compliance-grade document storage required by procurement policies.
New client projects in SharePoint (auto-created from Pitchsite proposals) give the delivery team a collaborative workspace immediately — documents, comms, and project files in one place.
Why agencies connect OneDrive to Pitchsite.
Store proposal files and assets in Microsoft OneDrive
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Get started free →Yes. The Pitchsite integration supports both personal OneDrive folders and SharePoint document libraries — configurable in the integration settings.
Yes. The integration works with personal Microsoft accounts (OneDrive Personal) as well as Microsoft 365 work and school accounts.
Microsoft Teams notifications can be combined with the OneDrive integration via Power Automate or Zapier — sending channel alerts when proposals are signed and linking to the new OneDrive folder.
The Pitchsite integration operates within your existing SharePoint permissions. It creates content in locations you specify, with the permissions inherited from those locations.
Other tools that work well alongside OneDrive + Pitchsite.