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Proposals & quotes features
Product Library
Upload all products and pricing to autofill the proposal with just a few clicks.
CRM sync
Auto-populate the proposal with customer and company data from your CRM
Intuitive experience
Build from scratch or pull together with preloaded data, products, and pricing.
Autofill addresses
Auto-upload all of your addresses to add company details quickly.
Custom branding
Tailor your document to each buyer with logos, colours, and branding.
Add discounts
Apply custom discounts and taxes, calculated for you.
Frequently Asked Questions
A proposal is all about showing the customer how you'll solve their problem, while a quote is all about giving them a price for a product or service within a certain timeframe. On top of that, trumpet’s proposal and quote sales tool works smoothly with popular CRM tools like Hubspot and Salesforce, so you'll always have the latest info to pull into your personalised and branded templates.
- Integration capabilities with CRM and other business applications, allow the document to be automatically filled with current information about your buyer and their company.
- Personalisation tools to create customised and branded templates for each deal.
- Table building for quotes using pre-populated product libraries, making it easy to add pricing, plans, VAT, and discounts with just a few clicks.
Using digital proposal and quote software helps you:
✔️ Eliminate manual errors and cut proposal creation time.
✔️ Track buyer engagement and deal momentum.
✔️ Maintain brand consistency across regions and reps.
✔️ Control pricing margins with approval rules.
✔️ Close deals faster with embedded e-signature support.
With trumpet, proposals live inside your Pod - meaning buyers can view, comment, sign, and share without leaving the digital sales room.
If you wish to build more proposals and quotes for your buyers, you'll need to upgrade to our Scale or Enterprise Plans.
In the Proposal & Quote Builder, you can pull:
✔️ Buyer name and company.
✔️ Address and deal metadata.
✔️ Assigned rep details.
This ensures accuracy, consistency, and less manual input across your sales workflow.
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Trumpet is great for driving deals forward! I love the Mutual Action Plan Widget because I have always had to create those in a spreadsheet that no one ever opened or added to. Now I can tag my buyers in the MAP and get them to action items. It's a centralised place for managing my deals. No more having to dig through emails to find all of the documents you have shared!
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 & day compared with any similar tool on the market, it's easy to use, modern, hyper-personalised and customisable.
Absolutely love trumpet and use it daily to support prospecting and nurturing accounts/contacts. Buyers are now becoming much harder to engage with via traditional channels, creating a personalised experience for them really helps to cut through the market noise.
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As a software seller, I often find there is bucket loads of content and documentation to share with prospects that making it easy for them to digest can be a little tricky, especially via email... If you are looking to make your buyers lives easier when it comes to digesting content trumpet is an absolute no-brainer.
Trumpet is such a high value way to engage current customers, making it a centralised hub of support and growth through the customer lifecycle. The product is super easy to use and the constant new features and updates are elite.
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