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Send professional proposals directly to customers from your CRM

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.

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Example of a sales quote created in Nutshell
PROVIDING INTUITIVE CRM SOLUTIONS SINCE 2009

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.

Get quotes out quicker to close deals faster

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.

A screenshot of a Lead's timeline in Nutshell showing updates related to quotes sent

Track lead engagement so you can follow up swiftly

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.

Monitor quote progress at every stage

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.

Screenshot of a list of quotes in Nutshell showing the quote state, number, value, and status

Manage your quotes more effectively for quick and easy access

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.

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Fast-track your quote process and close more deals

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.

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CRM features that boost your sales effectiveness

Sales Automation

Put time-wasting tasks on autopilot so your team can focus on building relationships and nurturing leads through your sales pipeline.

Pipeline Management

Create custom pipelines and manage them easily with multiple views to nurture leads efficiently and stay on top of every deal.

Reporting & Analytics

Provides robust reporting and analytics to help you track your team’s performance and to help you gain quick insights with automated reporting.

Email Automation

Increase sales efficiency with Nutshell’s powerful email automation tool. Create personalized campaigns & track success right in your CRM

Artificial Intelligence

Streamline daily processes using the generative power of AI in Nutshell to simplify sales activities and open up a world of possibilities.

Meeting Scheduler

Create and manage virtual meetings and sync the information with your Calendar without leaving your CRM.

Quotes

Quickly create and send custom quotes, easily track quote progress and prospect proposal engagement, and effortlessly manage and share your quotes in different formats.

Team Collaboration

Store customer notes, interactions and easily bring colleagues into the conversation and stay notified of everything that needs your attention.

Contact Management

Improve calendar, email, & contact organization from any source with Nutshell’s contact management software.

Prospecting

Search through over 200 million contacts, add ideal customers to your CRM, and connect with your future buyers.

Website Visitor Identification

Pinpoint the companies and individuals visiting your site so you can proactively target warm leads.

Contact Enrichment

Locate specific individuals working at the companies in your book of business and reveal their contact information so you can start the conversation.

Lead Attribution

With channel and source data automatically added to your new leads, you can know where your best leads come from and invest smarter in your marketing.

Free Customer Support

Connect with our world-class support team to get fast, friendly, and free support when needed.

Email and Calendar sync

Easily sync your email and calendar with Nutshell to make your CRM work where you do.

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Security

We take the security and reliability of your data seriously. We partner with the industry’s most trusted infrastructure provider, Amazon Web Services.

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See Nutshell’s Marketing Features

Find out more about Nutshell’s extensive range of Marketing Suite features

See Nutshell’s Engagement Features

Learn more about Nutshell’s industry-leading Engagement Suite features

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See all of Nutshell’s features

Discover the broad spectrum of features and tools available to Nutshell customers

CRM quote software FAQs

  • 1. What is CRM quote software?

    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.

  • 2. What does Nutshell’s CRM quote tool cost?

    Nutshell Quotes is available as an add-on feature. Your whole team will have access to the tool for just $45 per month.

  • 3. What are the benefits of a CRM with quote capabilities?

    While businesses can reap several benefits from investing in a CRM quote tool, these are the primary advantages:

    • Quick quote creation: These tools accelerate the quoting process, allowing teams to create and send quotes quickly, which helps them close deals faster.
    • Efficient follow-up: You can set up notifications to ensure you’re alerted as soon as a prospect views or accepts a quote so you can contact them about the next steps.
    • Enhanced quote tracking: Keep tabs on team quote progress and make sure they keep interactions with leads and prospects on track.
    • Easy quote access: Find quotes easily with a dedicated quote section designed for more effective quote organization and management.

Need a user-friendly CRM to boost sales and team efficiency?

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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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