Bring two of your best shipped pitches.Pull them from Drive or Box — PDF, PowerPoint, Word. Until two land, drafts lean on the prompt's default register.
Generated buyers
Brands
Every organization you're pursuing, built from your RFPs — live pursuits, the people you know, and your record with them. Add an issuer, then Analyze brand on the card to layer on a Forge Intelligence brief (voice, personas, campaign arcs).
Active Pitches
Concept-led pitches for named brands. One hero idea per target. Draft → sent → meeting → won.
The Playbook
Every pursuit is a signal. Every signal becomes a play. Human-approved rules the drafter follows, each one carrying its evidence.
Strategy Notes
Running journal — ideas, wins, doubts, things to revisit.
Token sets + brand briefs that drive the look of generated decks. Build one from a website in a click, or upload an export from claude.ai/design, then pick it when you generate a pitch deck.
Composer DEV · beta
Open an approved RFP as an editable, on-brand deck — right here, in Pitch Box. Nothing leaves the app; export a print-ready PDF when it's polished.
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Slide templates
Save the current slide as a reusable template. A Cover master and Section master are what a fresh build fills — put {{title}}, {{issuer}}, {{AGENCY}} on the cover and {{section_title}}, {{section_body}} on the section.
RFPs
Paste an RFP, upload a PDF, or pull one from Google Drive. It parses into sections, drafts each in your voice citing your case studies, then compiles a branded response you can export.
Qualification
Decide whether to chase this pursuit and at what package cost. Fill the facts, score once, clear any commitments, then approve launch. Pick the pursuit from the RFP selector in the top bar.
Launch
Stand up the pursuit: put the team on it, give it a dedicated Slack channel, and see the timeline pulled straight from the RFP. Pick the pursuit from the RFP selector in the top bar.
Workflow
Run a pursuit on a workback: one row per beat, plus the compliance matrix and review gates. Compile is not gated by those gates.
Consistency
Once a program is won, its North-Star locks the goals, KPIs, voice, themes, factual ground, and scope it was won on. Delivered work gets measured against it here.
Case Studies
Your portfolio of proven work. The RFP engine cites these by name as evidence and matches them to a pursuit by scale — attendee count, venue, and budget.
Case study from a deck or debrief
Upload a rich creative deck (PDF) or paste a project debrief. Pitch Box distills it into a polished, structured case study and a one-page render.
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Import from portfolio URL
Paste your portfolio/work index (or a single project page). We crawl the project pages and pull out structured case studies — client, venue, challenge, outcome — using only what's published. Numbers we can't find stay blank. You review and pick; everything lands unverified.
Knowledge Base
Your reusable written answers — company overview, D&I, insurance, references, credentials, war stories. The engine tailors these into recall sections instead of writing from scratch. It grows every time you save an answer back.
Agency
Your workspace's admin surface: the agency profile that drives every concept and pitch, plus the tools you've connected. Everything here is private to this workspace.
Buyers
Your ICP — the people who hire you. The engine reads these into every pitch and RFP draft to sharpen who it's writing for.
Team
Invite your team and set what each person can do. Roles decide who can draft, who verifies evidence, who approves what leaves the building, and who administers the workspace.
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Qualification model
The categories your go/no-go score is built from, in your words and your weights. Add what your agency actually argues about, delete what it doesn't, and set what each one is worth. Weights total 100.
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Connections
Connect the tools your agency already lives in. Pitch Box reads through them so pitches build from real deal data instead of hand-entry.
Data pulled from a connection always lands as unverified for you to review before it touches a draft.
My Tasks
Everything assigned to you across every pursuit: your stage checklist items and the gates waiting on your sign-off. Click any item to jump straight to it in the workflow.
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Import from URL
Paste a page from your site — a services page, capabilities page, or FAQ. We read it and pull out answer-shaped entries using only what's on the page. You review and pick which to keep; everything lands unverified for you to confirm.
Build a design system from a URL
Paste a brand's website. We read its colors and fonts and build a Pitch Box design system you can preview, tweak, and save. Fonts match automatically when the site uses Google Fonts.
Import questionnaire into Knowledge Base
Upload an Excel questionnaire that is already answered: a completed RFI, a past security review, a master Q&A sheet. We read each question with its filled-in answer so you can harvest the pairs straight into the Knowledge Base. Everything lands unverified for you to confirm.
New knowledge entry
A canonical answer the engine reuses across RFPs. Write it once, well; the engine reframes it per RFP.
New case study
Each field shows up to the engine when this case study is cited. The numeric fields drive filtering — leave blank if unknown.
Leads this case study's one-pager exhibit. Scraped on import when the site allows it; upload or pull one from Drive if it came up empty.
New RFP
Paste the RFP text or upload a PDF. Parser runs in the background (~60s for a 16-page brief) and surfaces every section as editable.
Text-based PDFs only (scanned-image PDFs won't parse). Up to ~10MB.
How this pursuit is run
The parser reads the whole document through these answers, so they are asked now rather than later.
A two-phase RFP saying “not required in Phase 1” only makes sense to the engine if it already knows phases exist.
Add a section
Add a page the RFP never asked for — an executive summary up top, a call-to-action at the close, or anything custom. It drafts, edits, and compiles like every other section.
Import buying committee
Paste a buyer dossier, contact list, or org notes, or upload a PDF. The engine extracts who's on the committee and what each person cares about, then you review before adding.
Text-based PDFs only. Up to ~10MB.
Pull committee from HubSpot
Pick the deal this RFP belongs to. We read its associated contacts and stage them as committee candidates — you review each one before it touches a draft.
Pull issuer from HubSpot
Enter the company and its domain. We find the HubSpot record and stage the company details plus its top contacts — you confirm before it lands as an issuer dossier with known contacts.
Pull a file
Pick a file.
Push to Slack
Pick a channel to post this RFP for team review.
Don't see a private channel? Slack only shows private channels Pitch Box has already been added to. Add it with /invite @Pitch Box in the channel, then reopen. New channel for reviewers? Create it public, add the app, then flip it to private — Slack keeps the app as a member.
Heads up: your Slack app can't list private channels — it's missing the groups:read scope in Nango. Only public channels appear below until that's added.
Set Asana push target
"Push to Asana" on a drift signal creates a task in this project.
Opportunity Radar
Add the public RFP boards and procurement pages you already check by hand. Pitch Box sweeps them every few hours, scores each listing against your capabilities, and pushes strong matches to your Slack channel.
Alerts
Go / No-Go
Eight questions, one Bid Confidence Score. Deterministic and transparent — every point traces to an answer, so the decision is defensible either way.
Scorecard
How the issuer's panel is likely to score this response — simulated against the RFP's own weighted criteria, per committee member. Deliberately harsh: fix the weak sections before they do.
Add committee contact
Who will read and score this response?
Review committee
Add Account
Capture the company and any signal you already have. You can fill the rest on the card.
Compile this RFP
Welcome to Pitch Box
Set up your agency.
Pitch Box generates concept-led pitches in your voice — pulled from how you describe what you do and from any example pitches you paste. Two minutes, four steps.
Agency settings
Drives the voice of every concept and pitch the engine drafts. Update any time.
Step 1 / 4Identity
On finish, we pull the colors and fonts from your site into a starting design system, so your first pitch already looks like you. Leave blank to begin on the house look; you can build one any time in the Design tab.
Step 2 / 4Hero question
A one-line framing for the working surface. Use {agency} where your name should go — it stays in sync if you rename. Default is fine.
Step 3 / 4Positioning
Sets which metrics your case studies capture and show. Switch anytime — nothing is lost, it only changes what's displayed.
Step 4 / 4Example pitches (skippable for now)
Bring 1–2 of your best shipped pitches — PDF, PowerPoint, Word, or Google Doc. Pull from Drive or Box when the file is big; we read the text and keep it as voice/format reference.