Connect Salesforce opportunities to your proposal pipeline
Salesforce is the world's leading CRM, trusted by enterprise sales teams globally. It manages your entire revenue lifecycle — from leads to forecasting. Connecting Salesforce to Pitchsite means every proposal is tied to an Opportunity record, giving you complete visibility from first touch to signed contract.
A step-by-step look at how Salesforce and Pitchsite work together.
Install the Pitchsite Connected App from Salesforce AppExchange or authenticate via OAuth 2.0. All Opportunity data syncs immediately.
Open any Salesforce Opportunity and click "Create Pitchsite Proposal." The proposal pre-fills with Account name, contact, deal value, and close date from the Opportunity.
Proposal sends, opens, and time-on-page are written to the Opportunity's activity log. Your sales reps see the full engagement story without leaving Salesforce.
When an Opportunity moves to "Proposal/Price Quote" stage in Salesforce, Pitchsite can auto-generate and send the proposal to the primary contact.
When the Opportunity stage changes to Closed Won, Pitchsite archives the proposal and triggers your post-sale onboarding flow.
Real ways agencies use Salesforce and Pitchsite together.
Large sales teams can't afford to build proposals manually. Pitchsite pulls Salesforce Opportunity data — products, pricing, contact info — and assembles a branded proposal in seconds.
Sales managers get a live feed of proposal engagement inside Salesforce. Know which deals are going cold before they fall off the forecast.
Proposal acceptance rates feed back into Salesforce, giving your RevOps team cleaner pipeline data and more accurate forecasts.
Every proposal version, view, and signature is logged on the Salesforce Opportunity — critical for regulated industries and enterprise procurement processes.
Why agencies connect Salesforce to Pitchsite.
Connect Salesforce opportunities to your proposal pipeline
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Start for free. Your first proposal is live in 5 minutes. Integrations set up in seconds.
Get started free →Yes. Pitchsite is available on the Salesforce AppExchange for easy one-click installation into your Salesforce org.
Yes. You can map custom Opportunity fields in Salesforce to proposal variables in Pitchsite — perfect for custom pricing tiers, service packages, or industry-specific terms.
Yes. Pitchsite can pull product and pricing data from Salesforce CPQ to build accurate, quote-based proposals without duplicating data entry.
You can designate a primary proposal recipient from the Opportunity's contact roles in Salesforce. Additional stakeholders can be CC'd on proposal delivery.
Other tools that work well alongside Salesforce + Pitchsite.