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Get quotes and invoices out faster and close more deals with

Nutshell Quotes & Invoices

  • Create and send quotes and invoices directly from your CRM, streamlining your sales process
  • Deliver quotes and invoices quicker with auto-populating lead details, product information, and more
  • Get notified when your lead engages with your quote or invoice, so you can get in touch
  • Automate your pipeline with quote-specific tasks to keep your sales team on track
  • Track quote and invoice progress from Draft to Accepted or Paid from inside your CRM

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Nutshell Quotes & Invoices

While Sales and Engagement plans are priced per seat, Nutshell Quotes & Invoices is priced on a per-company basis.

*All add-ons require an active Nutshell Sales subscription to purchase.

$67 per month

Get quotes out to leads and prospects faster

  • Generate unlimited custom quotes and invoices directly from Nutshell
  • Create, send, track, and manage quotes and invoices without leaving your CRM
  • Set stage goals based on quote and invoice activity to automatically move leads through your sales pipeline
  • Get notified when a prospect views or accepts your quote or pays your invoice
  • Og meget mere.

Se Nutshell i aktion!

Prøv Nutshell gratis i 14 dage, eller lad os vise dig rundt, før du kaster dig ud i det.

Deliver quotes and invoices faster than ever

Nutshell Quotes & Invoices lets you build professional, detailed quotes and invoices in record time. Let Nutshell auto-populate vital proposal and payment request information—from contact details to product information. Generate an accurate, tailored quote or invoice directly from a Lead record that’s ready to send in just a few clicks, saving you precious time on every deal.

Nutshell Quotes and Invoices - Create a Quote or Invoice from a Lead page or the Add New nav

Get instant alerts to follow up promptly

Get full visibility into the status of every quote and invoice. Receive notifications the moment a prospect views or approves your quote or pays your invoice, so you can reach out right away. With Nutshell Quotes & Invoices, your team will know exactly when to follow up and close the deal or reach out to onboard a new customer—all from within Nutshell.

Nutshell Quotes and Invoices - Tracking Invoices and Quotes in the Lead Timeline

Track proposal and payment request progress for quicker results

Nutshell can move your lead through to the next pipeline stage automatically as soon as a quote is sent or approved. This means you can track quote progress, follow up at the perfect time, and move prospects through your funnel without ever leaving your CRM.

Organize and manage quotes and invoices seamlessly

Keep all your quotes and invoices organized in one place. Every document is stored in Nutshell and automatically linked to the right contact and lead. You can easily track statuses, find past quotes and invoices, or update existing ones—no more sifting through spreadsheets or lost email attachments. Everything stays tidy and accessible in your CRM.

Nutshell Quotes and Invoices - Quote and Invoices Status Monitoring in Your CRM

Leverage the power of instant quote and invoice sharing

Sharing proposals and payment requests with Nutshell Quotes & Invoices is effortless, ensuring your prospects get the documents they need without waiting. Nutshell lets you generate a shareable link so your customer can view their proposal or invoice the moment they receive it. You can also download a PDF with a single click to send the document via email. The faster your prospect sees your quote or invoice, the sooner you can close the deal and get paid.

Nutshell Quotes and Invoices - CRM Quote and Invoice Examples
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Let’s Talk

Har du spørgsmål? Har du brug for mængderabat? Send os en besked eller book et møde med en salgsrepræsentant for at starte samtalen.

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  • Find alle kontakter, kunder og samtaler
  • Automatiser din salgsproces
  • Se og følg dine leads
  • Få alle på samme side
  • Rapporter om din præstation
  • Kør effektive e-mail-marketingkampagner

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