Solutions · Agencies

"Which version did they sign?"Ask it one last time.

You win the work on a call, write the proposal in a doc, chase the signature by email, track hours in a spreadsheet and raise the invoice in another tool. Pitch2Sale keeps all of it on one record: lead, proposal, contract, project, invoice.

Get startedBook a demo

Proposals, contracts, projects and timesheets on Essentials, Growth and Scale

"Did anyone bill the extra hours?""Has the project actually started?"
Deal to delivery

One record rides the whole way. Nobody re-types it.

Scroll to move Aperture Labs from a qualified lead to a paid invoice. Each step creates the next one from what's already there.

LeadQualified

Aperture Labs

OwnerRaj Malhotra
Last callInterested
TranscriptSaved
LeadRaj calls; the transcript lands on the lead.
ProposalAccepted

Website redesign

Value$18,000
Optional SEO add-onIncluded
OpportunityWon
ProposalAI Generate drafts it; the client signs to accept.
ContractSigned

Contract for Website redesign

Contract value$18,000
Signed inClient portal
ContractGenerate Contract carries the value over.
ProjectIn Progress

Website redesign

Budget$18,000
Milestones1 of 3 done
Billable hours31.5
ProjectCreate Project sets name and budget.
InvoicePaid

INV-0042

Milestone 1 · Discovery$6,000
Paid viaStripe
Left to bill$12,000
InvoiceBill a milestone; the client pays in the portal.

Prefer it hands-free? Settings → General → Automation can auto-draft the contract when a proposal is accepted and auto-create the project when a contract is signed. Both are off until you switch them on.

A week at an agency on Pitch2Sale

Monday's call is Friday's payment

Acme Sales Co. runs a small studio team. Here is one week with Aperture Labs, start to finish.

MonLead

A call becomes a draft

Raj calls Aperture Labs from the lead. The call is recorded and transcribed, and AI Generate drafts the proposal from the transcript, emails and notes.

CallingAI Generate
Raj Malhotra
TueProposal

The client says yes

Aperture ticks the optional SEO add-on, draws a signature and accepts. The opportunity moves to won.

ProposalsE-sign
Raj Malhotra
WedContract

Signed, and the project exists

Generate Contract fills the value and parties. Aperture signs in the client portal. Create Project opens a project with the same name and budget.

ContractsClient portal
Nina Alvarez
ThuDelivery

Work, time, approvals

The team runs the project timer, submits time for approval, and Tom approves it in one batch. Design files are shared with the client.

ProjectsTimesheets
Tom Fischer
FriInvoice

Bill it, get paid

Milestone 1 is complete, so it's invoiced from the project's Invoicing tab. Aperture pays in the portal by card and the invoice moves to Paid.

InvoicesStripe · Razorpay
Nina Alvarez
Jobs you hire it for

Three jobs, and the features that do them

JOB 01

Turn a good call into a scope the client can sign

When a prospect is ready, you want a proposal in front of them while the call is still fresh, priced the way you actually sell.

AI GenerateDrafts sections from call transcripts, email threads, notes and open opportunities, and asks about anything missing.
Proposal templatesSix visual templates, drag-to-reorder sections, and AI rewrite of any paragraph.
Line itemsMark items optional or let the client change quantities; the accepted value follows their choices.
Accept and signThe client types or draws a signature to accept, or declines with a reason.
JOB 02

Start delivery without re-typing the deal

When the client signs, you want the project set up with the right budget, milestones and people, not a blank board.

ContractsGenerated from the accepted proposal, with variables like {{client_name}} and {{contract_value}}, signature blocks and governing law.
Create ProjectOne click from a signed contract. Name and budget carry over, one project per contract.
Project templatesMilestones due a set number of days after start, tasks with estimates and checklists.
Client portalShare chosen project files with the client; they sign contracts and see proposals and invoices there.
JOB 03

Bill what you agreed, and what you worked

When a milestone lands or the month ends, you want the invoice to come from the project, not from memory.

Milestone billingInvoice completed milestones, bill an incomplete one up front as a deposit, or bill a set amount. The app won't let you bill past the budget.
Time and materialsTurn approved, billable time entries into an invoice. Rates come from each project member.
Timesheet approvalsTeam members submit their time; managers approve in bulk or reject with a reason. Only approved time can be invoiced.
Online paymentClients pay from the portal with Stripe or Razorpay, using your own accounts.
Time back

What re-typing costs you

Each project crosses three hand-offs before billing: lead to proposal, proposal to contract, contract to project. Then every invoice is one more. Set your own numbers.

● Illustrative only

This is arithmetic on your inputs, not a measured result from Pitch2Sale customers. It assumes every hand-off and every invoice you no longer re-type would have taken the minutes you set.

Estimated hours not spent re-typing
10 h / month

(6 × 3 hand-offs + 6 × 2 invoices) × 20 min

That's time back for the call that wins the next project. Your real number depends on how your team works today.

Customer story

How an agency moved off five tools

“We used to find out a project had started when the client asked why there was no invoice.”
Founder, [Agency name] · [City]placeholder: case study not yet written
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Tools replaced placeholder

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Days from accepted proposal to first invoice placeholder

Read the storyplaceholder
Before you switch

Straight answers

Can I bill monthly retainers?

Not from the app yet. There is no recurring-invoice control in the invoice editor. For now, bill a fixed amount against the project budget with Bill an amount on the project's Invoicing tab.

Which plans include this?

Proposals, estimates, contracts, projects and timesheets are on Essentials, Growth and Scale. Invoices and online payments are on every plan, including Solo.

Which currencies can I invoice in?

Invoices support USD, EUR, GBP, INR, CAD, AUD, SGD and AED. Proposals and estimates are in USD by default. INR invoices are paid through Razorpay, others through Stripe.

Where does the client sign and pay?

In the client portal. Clients accept proposals, sign contracts, see shared project files and pay invoices there.

Win it, run it, bill it.
From one record.

Get started and send your first proposal today, or let us walk your team through it.

Get startedBook a demo