Get real-time proposal alerts in Slack when it matters most
Slack is the team communication hub that keeps agencies connected across projects, clients, and time zones. Connecting Slack to Pitchsite means your team gets instant, contextual notifications exactly when proposals are viewed, when deals are closing, and when signatures land — no more refreshing your inbox.
A step-by-step look at how Slack and Pitchsite work together.
Install the Pitchsite Slack app from the Slack App Directory. Select which channel should receive notifications.
Choose which events trigger Slack messages: proposal sent, proposal viewed, proposal accepted, proposal declined, or proposal expired.
Slack messages include the client name, proposal value, what sections they viewed, and a direct link to the proposal — all the context your team needs in one card.
Route notifications for high-value proposals to a #big-deals channel with automatic @channel pings when a high-value proposal is signed.
Use Slack's Workflow Builder to create follow-up actions from Pitchsite events — auto-post to #wins when a deal closes, create a standup update when a proposal expires.
Real ways agencies use Slack and Pitchsite together.
A "DEAL CLOSED 🎉" message in #wins with the client name and deal value builds team morale and shared accountability. Every win is visible, everyone celebrates together.
When a prospect views a proposal for the first time, your sales rep gets a Slack DM within seconds. Perfect timing to send a personalised follow-up message.
When a proposal is signed, the #delivery channel gets a Slack message with a project summary — so the PM can start prep work before the sales handoff meeting.
Monitor open proposals across the whole team from one Slack channel. See which deals are going cold (not opened in 5 days) and which are heating up (viewed 3 times this week).
Why agencies connect Slack to Pitchsite.
Get real-time proposal alerts in Slack when it matters most
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. Pitchsite tracks section-level engagement, and you can configure Slack notifications for key section views — like pricing, timeline, or case studies.
Yes. The Pitchsite Slack app can post to public, private, and shared channels, as well as direct messages to specific team members.
Not directly via Slack, but you can link back to the Pitchsite proposal editor from the notification card and make edits in seconds.
Yes. You can set up Pitchsite notifications to post in a Slack Connect channel shared with the client — though most teams prefer to keep proposal notifications internal.
Other tools that work well alongside Slack + Pitchsite.