Proposal and Quote Sharing Software

Collaborative proposals
that get the deal done

Create super personalised and interactive proposals right inside Pods. Integrate with your favourite CRMs to auto-fill prospect data and personalise it.

Powering the world's best revenue teams.
From next-gen scaleups to established enterprises.

Trusted by more than 15,000 Revenue Teams of all sizes

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Proposal and Quote Sharing Software

Collaborative proposals that get the deal done

Create super personalised and interactive proposals right inside Pods. Integrate with your favourite CRMs to auto-fill prospect data and personalise it.

Trusted by 5000+ of the best revenue teams globally

Proposals and quotes, built in minutes

No more clunky email attachments, share proposals natively in your Pod.

Build polished, interactive proposals with our easy-to-use builder.

Save time with a pre-loaded product library, or start from scratch.

Make closing frictionless

Auto-generate tailored proposals across every deal, cutting hours of manual work.

Resolve deal blockers on the spot with live chat and annotations inside your proposal page.

Delight buyers with tailored experiences

Add personalised headers with your buyer’s logo, colours, and background.

Insert buyer details dynamically (company name, logo, contact name, job title) across the proposal.

41%

boost in win rate if a buyer comes back to view the Pod 2-3 times

14%

faster deals when personalised video is added to quotes

83%

win rate boost when procurement is brought in early

Seamless CRM integration, both ways

Easily connect with top sales tools such as HubSpot and Salesforce with just one click.

Auto-populate proposals with CRM data, from contact names and company details to deal values.

Push buyer engagement signals (like ‘proposal viewed’) straight back into your CRM activity.

Proposals & quotes features

01

Product Library

Upload all products and pricing to autofill the proposal with just a few clicks.

02

CRM sync

Auto-populate the proposal with customer and company data from your CRM

03

Intuitive experience

Build from scratch or pull together with preloaded data, products, and pricing.

04

Autofill addresses

Auto-upload all of your addresses to add company details quickly.

05

Custom branding

Tailor your document to each buyer with logos, colours, and branding.

06

Add discounts

Apply custom discounts and taxes, calculated for you.

Product Library

Upload your catalog once, then autofill quotes in seconds.

CRM sync

Auto-populate from CRM deal data, contacts, and company details.

Autofill addresses

Pull in billing/shipping details with a click.

Custom branding

Reflect buyer identity with logos, colours, and branding.

Add discounts

Apply discounts, taxes, and margins, all calculated for you.

Frequently Asked Questions

What is proposal and quote software?
Proposal and quote software is an awesome tool that helps businesses cut down on the hassle of their sales process. This software lets you easily create, personalise and manage professional sales documents, like proposals and quotes.

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.
What features should I look for in a proposal and quoting software?
A strong sales proposal tool should include:

- 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.
Why should I use proposal and quote software?
Instead of manually editing a proposal and quote in a Word document, saving it as a PDF, and attaching it to an email thread, this digital tool automates the process of creating proposals and quotes, saving you valuable time.

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.
How much is trumpet’s proposal and quote tool?
The proposal and quote tool is free to use on the Starter plan with usage for up to 10 Pods.

 If you wish to build more proposals and quotes for your buyers, you'll need to upgrade to our Scale or Enterprise Plans.
Does trumpet Proposal and Quote software integrate with CRMs?
Yes! With just a few clicks, you can head to the CRM search box in the Proposal & Quote builder Simply type in the buyer's name, and all the necessary information will be automatically populated in the proposal.

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.
Paul S
Growth Manager Mid-Market (51-1000 emp.)
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Paul S
Growth Manager Mid-Market (51-1000 emp.)
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Paul S
Growth Manager Mid-Market (51-1000 emp.)
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Paul S
Growth Manager Mid-Market (51-1000 emp.)
G2 icon

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Paul S
Growth Manager Mid-Market (51-1000 emp.)
G2 icon

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Bella Gudewill
Enterprise Account Executive @ Sedna

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!

Annie Pattinson
Mid-Market Account Executive @ 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 & day compared with any similar tool on the market, it's easy to use, modern, hyper-personalised and customisable.

Ben Manashe
Strategic Account Director @ INFUSE

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.

Alex Harris
Mid-Market Account Executive @ Coupa

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.

Rakeem Ledgister
Head of Account Management @ Zinc

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.

Why revenue teams ♡ trumpet

Hear why we're the top pick for high-performing teams.

Future-fit for any revenue leader

“We've eliminated chaotic follow-ups and are collaborating with our buyers. It’s boosted win rates and given me visibility across all deals.”

Koen Stam
Head of Benelux
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Accelerating our
deal cycles

“Trumpet creates a data driven, personalised and engaging sales process leading to higher conversion rates and faster deal cycles.”

Lesley Ronaldson
VP EMEA
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Trumpet is a game changer

“We now see exactly what a buyer is engaging with. It’s helped my team close faster and stay in control of deals — even asynchronously.”

Isa Sher
Sales Manager
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