Quotivity vs trumpet 🎺

When HubSpot quoting isn't enoughFor companies with complex products, quoting can become a free-for-all: reps going rogue with discounts, price books living across multiple spreadsheets on somebody's desktop, and more.Quotivity is a HubSpot-native CPQ built specifically to handle complex product configuration and quoting.In addition to an easy, no-code quote template designer that will have your quotes looking clean and professional every time, Quotivity has streamlined approval workflows, advanced pricing logic, product configuration, and discount governance.It's built natively on HubSpot, which means your data, workflows, and reporting stay connected without integration work.Quotivity customers have cut quote creation time by 50-80% and shrunk deal timelines by 70%.Feature DescriptionsFlexible ApprovalsRoute quotes to the right approver based on deal size, discount depth, or product type. Standard quotes move without interruption. Exceptions route automatically. No manual follow-up, no chasing. Multi-stage and parallel workflows supported.Rapid Quote BuilderBuild quotes inside the deal record without leaving HubSpot. Pricing updates in real time as reps configure. No external tools, no version confusion, no cleanup after the quote goes out.Quote Rules EngineSet conditions that trigger discounts, approvals, required line items, or product recommendations based on your pricing logic. Rules run automatically so every quote is built to policy. No manual calculations, no rep judgment calls, no exceptions that slip through without a paper trail.Price BooksMaintain separate pricing for different customer types, regions, product lines, or contract tiers — all inside HubSpot. The right price book applies automatically when a rep builds a quote. One place to update pricing, and it's live everywhere.Manage Any Pricing ModelTiered pricing, volume discounts, formula-based calculations, edge cases. Whatever your pricing model, Quotivity handles it inside HubSpot. The spreadsheet that only one person fully understands can finally be retired.Product Configuration and BundlingBuild configurable products, bundles, and add-on paths without creating hundreds of near-duplicate SKUs. Reps select what applies; only valid configurations are available to quote.Discount Controls and Margin TrackingSet discount thresholds. Block quotes that violate pricing policy. See margin at the line-item level. Approvals route automatically to the right person based on deal size or discount depth.Who Quotivity is best forQuotivity is built for companies whose quoting complexity has outgrown native HubSpot tools — most often manufacturers, industrial equipment companies, and professional services businesses with configurable products, regulated pricing, or multi-stakeholder approvals.If your reps are still pricing in Excel, if discounts happen without visibility, or if your pricing knowledge lives in one person's head, Quotivity handles the complexity HubSpot wasn't designed for.Faster quotes. Higher accuracy. Protected margins. Get a demo today.

trumpet 🎺 The AI Layer for Revenue TeamsAccelerate every deal with trumpet Copilot: the AI layer built for revenue teams, where six intelligent agents, deep HubSpot integration, and a direct line from your CRM to every Pod work together in one connected flow.As the category leader in Digital Sales Rooms, trumpet transforms every buyer and customer interaction into a connected, guided journey — powered by AI agents that research, build, and update Pods from a single prompt, with HubSpot context flowing in automatically.🏆 HubSpot Certified App | ⭐️⭐️⭐️⭐️⭐️ Powering the world's best revenue teams — from next-gen scaleups to established enterprises.🚀 Streamline Your Sales Process: From First Call to CloseSay goodbye to scattered tools, lost buyer context, and clunky handoffs. Trumpet turns the buyer journey into a single, interactive workspace (a Pod), seamlessly connected to HubSpot and intelligently personalised for every deal.Host all buyer-facing content in one place:Sales collateralDemo recordingsMutual Action PlansProposals & ContractsForms & SurveysE-Signatures🎯 Let buyers self-serve or collaborate in real time, whichever moves the deal faster.🔁 Deep HubSpot Integration — Two-Way SyncTrumpet Pods sync bi-directionally with HubSpot Deals, Contacts & Companies, creating a unified, intelligent layer on top of your CRM.Track every interaction inside a trumpet Pod:🔍 Views⌛ Time spent💬 Comments📄 Downloads✅ Completed steps… and every other engagement signal buyers leave behind.Each signal becomes insight. Each insight becomes action, all automatically fed back into your HubSpot records.You can even:📎 Embed HubSpot Quotes, Forms, and Calendars directly into PodsAuto-personalise Pods using HubSpot CRM variablesKeep your pipeline clean with real-time intent signals flowing into Deals & Contacts🤖 Pull HubSpot data directly into Copilot with our MCP serverConnect trumpet's MCP client to HubSpot and your deal data, contact information, and CRM context flow straight into Copilot, so your AI agents always have what they need.Surface HubSpot deal data, contact history, and company info inside CopilotLet AI agents use live CRM context to research accounts, build Pods, and create Mutual Action PlansNo more copying between HubSpot and trumpet - prompt Copilot and it's there✅ Available on Elite plan with trumpet Copilot🧩 Automate Your Workflow⚡ Generate Pods from Templates directly from your HubSpot Deals ⚡ Trigger notifications or emails based on Pod activity ⚡ Auto-populate and brand Pods using HubSpot CRM data ⚡ Keep every buyer journey consistent with scalable Templates and permissionsAll part of trumpet's AI layer for revenue teams, bringing content, collaboration, and intelligence into one connected system.📚 Ideal Use Cases↳ Full sales cycle from outreach to onboarding ↳ Post-call follow-ups ↳ Demo follow-ups ↳ Mutual Action Plans ↳ Account-based selling ↳ Sharing proposals and contracts ↳ Onboarding new customers ↳ Customer account management ↳ Customer renewals🔧 Perfect For✔ Replacing static email threads & attachments ✔ Driving collaboration with champions & stakeholders ✔ Creating guided buyer journeys buyers actually want ✔ Gaining intelligence that drives conversion and pipeline accuracy