Connect proposals to Teamwork projects for agency delivery teams
Teamwork is a project management platform built specifically for client-service businesses — agencies, consultancies, and professional services firms. With Pitchsite + Teamwork, signed proposals automatically create structured client projects with tasks, time budgets, and billing data ready for your delivery team.
A step-by-step look at how Teamwork and Pitchsite work together.
Enter your Teamwork API key and domain in Pitchsite settings. Your projects, templates, and team members sync automatically.
Define which proposal types trigger Teamwork projects, which template to use, and which team members to notify.
On proposal signature, Pitchsite creates a Teamwork project with the agreed budget set as the project billing budget — your team can track time and costs against the sold amount from day one.
Service deliverables from the proposal map to Teamwork task lists. Timeline milestones in the proposal create Teamwork milestones automatically.
When Teamwork project milestones are hit, Pitchsite can draft milestone invoices aligned to the payment schedule in the original proposal.
Real ways agencies use Teamwork and Pitchsite together.
Teamwork is built for agency workflows — time tracking, resource planning, client billing. Pitchsite feeds it the data it needs to manage every engagement from day one.
Every Teamwork project starts with a budget from the signed proposal. Track time against it immediately — no manual budget setup required.
Proposal payment milestones map directly to Teamwork milestones. When a milestone is marked complete in Teamwork, the corresponding invoice trigger fires in Pitchsite.
See all upcoming projects from signed proposals in Teamwork's resource planner — allocate team members to new work before it even starts.
Why agencies connect Teamwork to Pitchsite.
Connect proposals to Teamwork projects for agency delivery teams
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. Time logged in Teamwork against the project can be used to generate accurate invoices in Pitchsite, comparing time spent to the original proposal estimate.
Yes. Teamwork's client user accounts can be set up automatically when a Pitchsite proposal is signed, giving clients access to their project status.
For monthly retainers, Pitchsite creates a recurring Teamwork project each month aligned to the retainer scope, with a fresh time budget matching the monthly fee.
Yes. A Teamwork Form link can be embedded in your Pitchsite post-sign confirmation page, collecting client intake data immediately after the proposal is accepted.
Other tools that work well alongside Teamwork + Pitchsite.
Time tracking, invoicing, and proposal scope — all in sync via Harvest
View integration →Sync signed proposals to QuickBooks invoices automatically
View integration →Get real-time proposal alerts in Slack when it matters most
View integration →