How To Use Pitch; Step By Step Guide For Beginners

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Pitch.com is a modern presentation tool designed for creating, editing, and sharing professional slides collaboratively. This guide is tailored for beginners, covering everything from signing up to advanced features like collaboration and mobile use. It’s based on official Pitch documentation and resources.

1. Creating a Pitch Account

To get started, you need to create an account on Pitch.com. Navigate to app.pitch.com.

Sign Up Options:

  • With Email and Code:
    Enter your email address.
    Check your inbox for a temporary 6-digit code and enter it.
  • With Google:
    Select “Continue with Google.”
    Log in to your Google account.
  • With Apple:
    Select “Continue with Apple.”
    Log in to your Apple account.
  • With Email and Password:
    Select “Continue with email and password,” then “No account? Sign up.”
    Enter your email and click “Sign up.”
    Verify your email via the link in your inbox.

After signing up, you’ll be directed to your workspace dashboard.

2. Navigating the Pitch Dashboard

The dashboard is your home base for managing presentations.

  1. Access it by clicking the “Home” button in the top-left corner (on desktop/web).
  2. View recent activity: It defaults to “By everyone” but toggle to “By me” for personal edits. Preferences sync across devices.
  3. Create a new presentation: At the top, choose “Start with a template,” “Start with AI,” or “Import an existing PowerPoint file.”
  4. Access the Library: Click “Manage library” to view/upload assets like images, videos, fonts, and templates.
  5. Browse folders and workspaces: Use the sidebar for Workspace folders; create new ones via the three-dot menu.

Stay organized by using folders: Click the three-dot menu next to “Workspace folders” and select “New folder.”

3. Creating a New Presentation

Pitch offers multiple ways to start.

Option 1: Start Blank or with a Template

  1. From the dashboard, click “New presentation” (or Shift + N).
  2. Select a blank presentation or browse templates from the Library.

Option 2: Start with AI (Recommended for Beginners)

  1. In a folder, click “Start with AI.”
  2. Enter a prompt (e.g., “Sales pitch for new product”).
  3. Review generated slides; shuffle fonts/colors by clicking the shuffle icon.
  4. Select a style and click “Start editing.” Customize further in the editor.

Option 3: Import an Existing Presentation

  1. Click “New presentation” > “Import file,” or drag/drop a .pptx file into the dashboard/folder.
  2. Upload the file (supports PowerPoint, exported Keynote/Google Slides).
  3. Wait for processing, then click “Open presentation.”

Tip: For switching from other tools, identify a pilot project, set up branded styles, and import content to get started quickly.

4. Editing Your Presentation

Once in the editor, use the toolbar for tools and the bubble bar (right side) for design options.

Adding and Editing Text Blocks

  1. Click “Text” in the toolbar (or press T) to add a block.
  2. Paste text: Copy from source (Cmd/Ctrl + C), paste on slide (Cmd/Ctrl + V).
  3. Edit: Click the block for inline editor; change style, size, color, alignment.
  4. Advanced: Open Design panel for line spacing, shadows, etc.
  5. Hyperlinks: Highlight text, click link button, enter URL.
  6. Find/Replace: Cmd/Ctrl + F to search and replace text.
  7. Gradients: In color swatch, select “Gradient” and adjust.

Adding Images, GIFs, Icons, or Logos

  1. Drag/drop from computer/browser onto slide.
  2. Paste from clipboard (Cmd/Ctrl + V).
  3. Toolbar: Click “Image” (or I), upload or use integrations (Unsplash, Giphy, IconSet, Brandfetch).
  4. Replace: Select image, click “Replace” in inline editor.
  5. Save to Library: Upload via Library > Images tab; organize into collections.

Creating and Editing Charts

  1. Click chart icon in toolbar; select type (column, bar, etc.).
  2. Edit data: Click “Edit data,” paste/type into table, or import CSV/Google Sheets.
  3. Customize: Toggle legend, labels, grid in Design panel.
  4. Colors: Click segments, change via swatch; apply palettes.
  5. Add columns: Click + in data table (up to 8).

Embedding Content

  1. Click “Embed” in toolbar; paste URL (YouTube, Vimeo, Loom on Free plan).
  2. Premium: Embed Figma, Spotify, etc., with public links.
  3. Edit: Resize/rotate in Design panel; replace link there.

Customizing Slide Styles

  1. In editor, open Design panel > “Slide style” > “New style.”
  2. Set colors/fonts: Add HEX/RGBA, gradients; customize text, charts, etc.
  3. Save with a name.
  4. Apply: Select slides, right-click > “Apply style.”
  5. Update: Use brush icon to apply changes globally.

Add slide numbers: Cmd/Ctrl + K > “Toggle slide number,” or via Design panel.

5. Collaborating on Presentations

Pitch supports real-time teamwork.

  1. Invite: From Share menu, add collaborators (up to 5 on Free plan).
  2. Assign slides: In bubble bar, click “Assign Slide” (or A), select team member.
  3. Set status: Click “Set slide status” > “To do,” “In progress,” or “Done.”
  4. For multiple slides: Select in navigator, right-click, or use quick menu (Cmd + ! for status).

Offline: Edit presentations and collaborate without internet.

6. Presenting Your Deck

Use the player for seamless delivery.

  1. Click “Play” in editor.
  2. Enter Speaker View: Bottom-right button.
  3. Customize: Toggle current/next slide, notes, timer, clock, navigator.
  4. Add notes: Edit in Notes bubble or speaker view.
  5. Navigate: Arrows keys, click previews, or grid view.
  6. Multi-display: Full-screen player on one, speaker view on another.

7. Sharing Your Presentation

Share links with analytics.

  1. Open Share menu > “Share externally.”
  2. Create link: “New link,” name it, set options (duplication, analytics, email/passcode, PDF download).
  3. Copy and share; changes update in real-time.
  4. Embed: Copy embed code from options, paste into sites like Notion.
  5. Manage: Disable/delete via three-dot menu.

8. Using Mobile Apps

Extend Pitch on the go (iOS/Android).

  1. Download from pitch.com/download.
  2. Sign in or create account via “Get started.”
  3. Tabs: Dashboard (recents/folders), Notifications (updates).
  4. Workspace: Switch/create/join via icon.
  5. Features: View/edit notes, share, search; no creation yet—use web/desktop for that.

9. Additional Tips for Beginners

  • Plans: Free for individuals/small teams (5 members); upgrade for more features.
  • Troubleshooting: Reload app for issues; enable pop-ups/cookies for integrations.
  • Quick Menu: Cmd/Ctrl + K for fast actions like new slides.
  • Templates: Convert presentations to templates via options > “Convert to template.”
  • Explore the help center at help.pitch.com for more advanced topics.

Practice with a simple project to build confidence. Happy presenting!

  • Reading time:7 mins read
  • Post category:News / Popular