Stripe + Pitchsite Integration

Collect deposits and payments directly from your proposals

Stripe is the world's leading payment infrastructure, powering online payments for businesses of every size. Embedding Stripe in Pitchsite proposals lets prospects pay a deposit or first invoice at the moment they accept — turning proposal acceptance into immediate, committed revenue.

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How to use Stripe + Pitchsite

A step-by-step look at how Stripe and Pitchsite work together.

Connect your Stripe account

Link your Stripe account to Pitchsite via OAuth. Your payout settings and currency preferences sync automatically.

Add a payment step to your proposal

Configure your Pitchsite proposal to include a payment step on acceptance — a deposit amount (e.g., 50% of project value) that the client pays before work begins.

Client pays via embedded Stripe checkout

The prospect clicks "Accept Proposal," enters their card details in a secure Stripe checkout embedded in the proposal, and the deposit is charged immediately.

Stripe receipt and Pitchsite confirmation sent automatically

Stripe sends the payment receipt and Pitchsite sends the signed proposal confirmation — both automated, both immediate. Your new client feels looked after from the first second.

Set up recurring payments for retainers

For monthly retainer proposals, enable Stripe subscriptions. The client enters card details once; Pitchsite charges the monthly retainer fee automatically on the agreed date.

Use cases

Real ways agencies use Stripe and Pitchsite together.

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Eliminate deposit chasing

Stop sending separate deposit invoices after a proposal is signed. With Stripe embedded in your Pitchsite proposal, the deposit is collected in the same action as signing — zero invoice chasing.

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Retainer subscription setup from proposal

Monthly retainer clients set up their Stripe subscription in the proposal. Monthly payments happen automatically — predictable revenue from day one, zero admin.

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Speed up cash flow

Agencies that collect deposits at proposal acceptance get paid 14–21 days faster than those who invoice separately. Stripe in your Pitchsite proposal closes the gap.

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International client payments

Stripe handles 135+ currencies and major payment methods globally. Accept proposals and deposits from clients in any country without currency or payment complexity.

Key benefits

Why agencies connect Stripe to Pitchsite.

Collect deposits at the moment of proposal acceptance — no separate invoice needed
Set up Stripe subscriptions for monthly retainer clients directly from the proposal
Secure PCI-compliant payment processing embedded in the proposal experience
Automatic payment receipts and confirmation emails via Stripe
Supports 135+ currencies for international client payments
Works with all Stripe account types globally

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Pitchsite

Stripe + Pitchsite

Collect deposits and payments directly from your proposals

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Frequently asked questions

Is the Stripe payment step mandatory for all proposals?

No. You can choose whether to include a payment step in each proposal. Some agencies include it for project proposals but not for retainer quote proposals.

What card types does the Stripe integration accept?

All major cards (Visa, Mastercard, Amex, Discover), as well as Apple Pay, Google Pay, and bank transfers via Stripe — depending on your Stripe account settings.

What are Stripe's transaction fees?

Stripe charges a standard rate (e.g., 2.9% + $0.30 per transaction in the US) paid by you, the agency. Pitchsite does not add any additional transaction fees on top of Stripe's standard rate.

Can I customise the deposit percentage?

Yes. You can set any deposit percentage or fixed amount in the proposal payment settings — 25%, 50%, 100% upfront, or a custom milestone payment structure.