
How can you access Nutshell Quotes?
Nutshell Quotes is an add-on feature. Customers on any Nutshell Sales plan can purchase and use Nutshell Quotes.
Nutshell makes generating and sending custom quotes quick and easy, helping you streamline your sales process without leaving your CRM. With Nutshell Quotes, you’ll have the tools to create, manage, track, and share unlimited sales proposals more effectively.
Nutshell Quotes is an add-on feature. Customers on any Nutshell Sales plan can purchase and use Nutshell Quotes.
Create and send quotes to prospects and leads before they lose interest. Nutshell Quotes eliminates the hassle of creating quotes from scratch, saving you time and ensuring you can strike while the iron is hot.
Reduce manual data entry with auto-populating lead and product information. After your initial quote setup, you’re ready to edit and send professional, branded quotes directly from the Lead page in a flash.
Receive alerts letting you know when your prospect has viewed or accepted your quote so you and your team can reach out to your lead timeously. Check your quote’s status from the lead’s timeline, ensuring you’re always in the loop.
Set up stage goals related to quote activity within your pipeline to automatically move leads to the next stage when a quote is sent or accepted. Keep an eye on each quote’s progress and ensure your team is on top of each prospective deal as your quotes move through three different states: Draft, Ready, and Accepted.
Organize and manage your quotes more effectively from one central hub, ensuring your whole team has easy access. View quote numbers, states, values, and progress, duplicate quotes, generate shareable links, and download quotes in PDF from the Quotes section in Nutshell.
Try Nutshell free for 14 days or let us show you around before you dive in.
Want to learn more about how Nutshell Quotes works and the value it can add to your sales process? Get all the details in our Knowledge Base article.
CRM quote software is a tool built into a CRM system that allows users to create, edit, and send quotes to leads and prospects directly from their CRM platform.
Nutshell Quotes is available as an add-on feature. Your whole team will have access to the tool for just $45 per month.
While businesses can reap several benefits from investing in a CRM quote tool, these are the primary advantages:
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Organization and timing are everything in sales. Both are abilities I would struggle with if I didn’t have Nutshell as a tool.
Mitch B. – Director of Marketing And Business Development – Pro Leasing Services
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