Proposal and Quote Sharing Software
Collaborative proposals that get the deal done
Create dynamic and personalised proposals directly inside your Pod, auto-filled with CRM data. Allow buyers to interact with it in your shared Workspace.
HubSpot
Trumpet provides one shared space for onboarding and success plans. It makes collaboration feel natural, not fragmented. If you're in Customer Success and still managing plans in static docs, or struggling to get that sales-to-CS handover right, I'd take a look at trumpet.
Daphne Costa Lopes
Director of Customer Success @ HubSpot
Stripe
Trumpet is simple to use and looks really professional. It makes it so much easier to share content with prospects without everything getting lost over email, and I can see what stakeholders are actively engaging with. The initial setup was also very easy.
Aoife Coburn
Enterprise Account Executive @ Stripe
Gong
Trumpet helped the team streamline their outreach and personalise interactions. We're accelerating our deal cycles, and we've been much tighter on looking at the stakeholder map. Thanks to trumpet, we have been enabled to give our customers a really good buying experience and have the right folks in seat to help close the deal.
.jpeg)
Lesley Ronaldson
EMEA Vice President @ Gong
Figma
Hands down, one of the best sales tools I've utilised in the past few years as a seller. Trumpet is game-changing. The UI is night and day compared with any similar tool on the market. It's easy to use, modern, hyper-personalised and customisable.
Annie Pattinson
Mid-Market Account Executive @ Figma
Personio
I’ve been using Digital Sales Rooms for 2 years, and I’ve seen the impact firsthand. With trumpet: one central space for the buying cycle, clear visibility into engagement, and shorter cycles without losing personalisation.
Koen Stam
Director of International @ Personio
Brevo
I use trumpet to save time and avoid long email back-and-forth. I really like trumpet’s personalised, collaborative space. It keeps everything in one place and cuts down on lengthy exchanges.
Manon Dordhain
EMEA Sales Team Lead @ Brevo
Remote
I like that trumpet is very customisable, allowing me to create different modules tailored to each client's needs. I use trumpet to keep everything in one place, share access with multiple stakeholders, and create timelines and action plans. It helps me increase productivity by avoiding multiple emails and meetings.
Ilgin Doganay
Senior Account Executive @ Remote
ThoughtSpot
Trumpet has become a critical part of how our Enterprise teams sell. What I love is how trumpet aligns tightly with MEDDICC. It gives our champions a single workspace to sell internally and visibility into who’s engaging across the buying committee.
James Smith
Senior VP EMEA @ ThoughtSpot
TestGorilla
Trumpet has been an invaluable tool in our sales process, offering excellent visibility into how customers engage throughout the deal lifecycle. The insights provided have been instrumental in refining our approach, increasing engagement, and ultimately boosting our win rates.
Natalie Spencer
Director of GTM Operations @ TestGorilla
Employment Hero
I couldn't imagine selling without it. It makes my follow-ups seamless, my prospects love having everything in one place, and the insights help me manage my pipeline and deals effectively.
Caragh Hehir
Account Executive @ Employment Hero
Zoopla
The Pods have really allowed us to build out customer journeys for our clients and onboard our customers via one simple link. We have been able to promote additional products and services and, more importantly, track all interactions in one place.
James Dolan
Solutions Manager @ Zoopla
Quotes priced and built without leaving the Pod
Skip the blank page and the email attachment. Build proposals from your product library, priced automatically, across every deal.
Built inside the Pod, not attached as a PDF
Proposals live natively in your shared Workspace, so there's no attachment to send, resend or lose in an inbox.
✓ Native to the Pod
Priced from your product library
Upload your catalog once, then autofill quotes with discounts, tax and margin already calculated.
✓ Product Library & pricing
Generated across every deal, not just one
Auto-generate tailored proposals at scale, cutting hours of manual work out of every deal.
✓ Auto-generated proposals
Autofilled from your CRM, reported straight back
Connect any CRM you run so proposals fill themselves in, and every view reports straight back to your deal record.
Connect any CRM, not just two
One click connects HubSpot, Salesforce or any other CRM you run, no separate setup required.
✓ CRM sync
Auto-populated the moment you open it
Contact names, company details and deal values pull in automatically from your CRM data.
✓ Auto-populated fields
Every view, reported straight back
Buyer signals like "proposal viewed" push straight into your CRM activity feed.
✓ Two-way CRM activity
Every proposal looks like it was built just for them
Buyer logos, colours and details drop in automatically, so nothing reads like a generic template.
Branded to match their business
Personalised headers pull in your buyer's logo, colours and background automatically.
✓ Custom branding
Buyer details filled in for you
Company name, contact name and job title insert dynamically across the whole proposal.
✓ Dynamic buyer details
Addresses filled in with a click
Pull billing and shipping details straight in, no retyping the same details twice.
✓ Autofill addresses
Meet Copilot. Your next step, done for you.
Copilot turns your call recordings, CRM data, sales room collateral and stakeholder engagement into a Pod with personalised content built for that buyer.
- Builds a tailored Pod from a single prompt
- Pulls the right content from your CMS or library
- Turns buyer signals into a recommended next move
Vibe code anything your deal needs.
Describe what you want and Canvas in Copilot builds a fully interactive, branded Widget inside your Pod in seconds, from ROI calculators to dynamic competitor comparisons.
- Builds an interactive Widget from a single prompt
- Branded automatically to match your Pod
- Tracked alongside everything else in the deal
Drive trumpet from wherever your AI lives.
Connect trumpet via MCP so Claude, ChatGPT, Gemini, Gong and more can access your Pods, engagement data and deal signals, without switching tabs.
- Build Pods right from your AI assistant
- Surface buyer engagement and spot deal risk
- Take action without ever leaving the tools you use
Proposals & Quotes FAQs
What is proposal and quote software?
Why should I use proposal and quote software?
What features should I look for in a proposal and quoting software?
How much is trumpet's proposal and quote tool?
Does trumpet's Proposal and Quote software integrate with CRMs?
Can buyers sign a proposal without leaving trumpet?
Can I track how buyers engage with a proposal?
We have a dramatic impact across your key metrics
“Our win rate increased by 67%”
Koen Stam
Director of International
%201.svg)
“We got higher conversion rates”
.svg)
Lesley Ronaldson
VP, EMEA
READY TO SEE IT IN ACTION?
Put AI to work in your revenue team
Book a demo and see how trumpet AI helps reps build faster, guide deals smarter, and close more.
Book a demo and see how trumpet AI helps reps build faster, guide deals smarter, and close more.
