Use PandaDoc e-signature as the signing layer for Pitchsite proposals
PandaDoc is a document automation platform that combines proposals, quotes, and e-signatures in one tool. Some agencies already use PandaDoc for contracts and want to keep using it for signing while switching to Pitchsite for the proposal experience itself. This integration bridges both worlds seamlessly.
A step-by-step look at how PandaDoc and Pitchsite work together.
Link your PandaDoc account to Pitchsite using your API key. Existing document templates and workspace settings sync over.
Build your interactive, web-based proposal in Pitchsite for a better client experience. When the client is ready to commit, export to PandaDoc for signature collection.
Pitchsite passes client name, scope, price, and key terms to PandaDoc token fields automatically — no copy-pasting between platforms.
PandaDoc document status (sent, viewed, signed) syncs to the Pitchsite deal record — one view of the complete proposal journey.
Signed PandaDoc documents automatically move the Pitchsite deal to Closed Won and trigger your post-close automation stack.
Real ways agencies use PandaDoc and Pitchsite together.
Pitchsite delivers the interactive, visual proposal experience. PandaDoc handles the legally binding signature layer. Both best-in-class, working together.
Teams transitioning from PandaDoc proposals to Pitchsite can use this integration as a bridge — keeping PandaDoc for signing while adopting Pitchsite for the front-end proposal experience.
PandaDoc's conditional content and approval workflows add a layer of complexity to contract management that suits larger agencies with legal review processes.
Use Pitchsite for the client-facing proposal and PandaDoc's CRM integrations for internal document workflows — both feeding into your overall sales process.
Why agencies connect PandaDoc to Pitchsite.
Use PandaDoc e-signature as the signing layer for Pitchsite proposals
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 →Pitchsite offers a superior client-facing proposal experience — interactive, web-based, with engagement analytics. PandaDoc excels at document workflows and compliance. Together, they cover the full journey.
Pitchsite has its own template library. PandaDoc templates can serve as a content reference when building Pitchsite proposals, with the PandaDoc integration handling the signing layer.
PandaDoc notarisation (RON) is available for PandaDoc Business or higher plans. The Pitchsite integration supports standard e-signature; notarisation is managed within PandaDoc.
Yes. Pricing generated in PandaDoc's CPQ can be passed to Pitchsite proposals via the integration, maintaining pricing accuracy across both platforms.
Other tools that work well alongside PandaDoc + Pitchsite.