How can you access Nutshell Quotes & Invoices?
Nutshell Quotes & Invoices is an add-on feature. Customers on any Nutshell Sales plan can purchase and use Nutshell Quotes & Invoices.
Nutshell makes generating and sending custom quotes and invoices quick and easy, helping you streamline your sales process without leaving your CRM. With Nutshell’s Quotes & Invoices, you’ll have the tools to create, manage, track, and share unlimited sales proposals and payment requests more effectively.
Check out our quotes and invoice templates or start your free trial today.
Nutshell Quotes & Invoices is an add-on feature. Customers on any Nutshell Sales plan can purchase and use Nutshell Quotes & Invoices.
Create and send proposals and payment requests to prospects and leads before they lose interest. Nutshell Quotes & Invoices eliminates the hassle of creating these financial documents 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 setup, you’re ready to edit and send professional, branded quotes and invoices directly from the Lead page or top navigation bar in a flash.
Receive alerts letting you know when your prospect has viewed or accepted your quote or paid your invoice so you and your team can take the next steps timeously. Check quote and invoice statuses 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 document’s progress and ensure your team is on top of each prospective deal as they move through these different states:Â
Organize and manage your quotes and invoices more effectively from one central hub, ensuring your whole team has easy access. View quote and invoice numbers, states, values, and progress, make duplicates, generate shareable links, and download documents in PDF from the Quotes & Invoices 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 & Invoices works and the value it can add to your sales process? Get all the details in our Knowledge Base article.
Put time-wasting tasks on autopilot so your team can focus on building relationships and nurturing leads through your sales pipeline.
Create custom pipelines and manage them easily with multiple views to nurture leads efficiently and stay on top of every deal.
Provides robust reporting and analytics to help you track your team’s performance and to help you gain quick insights with automated reporting.
Increase sales efficiency with Nutshell’s powerful email automation tool. Create personalized campaigns & track success right in your CRM
Streamline daily processes using the generative power of AI in Nutshell to simplify sales activities and open up a world of possibilities.
Create and manage virtual meetings and sync the information with your Calendar without leaving your CRM.
Quickly create and send custom quotes and invoices, easily track quote and invoice progress and engagement, and effortlessly manage and share your quotes and invoices in different formats.
Store customer notes, interactions and easily bring colleagues into the conversation and stay notified of everything that needs your attention.
Easily accelerate revenue-driving tasks in your CRM, so you and your team can spend more time on selling.
Improve calendar, email, & contact organization from any source with Nutshell’s contact management software.
Quickly import your entire products and services list with Nutshell’s Product Importer, so you and your team can spend less time on administration and more time on selling.
Search through over 200 million contacts, add ideal customers to your CRM, and connect with your future buyers.
Pinpoint the companies and individuals visiting your site so you can proactively target warm leads.
Locate specific individuals working at the companies in your book of business and reveal their contact information so you can start the conversation.
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.
Connect with our world-class support team to get fast, friendly, and free support when needed.
Easily sync your email and calendar with Nutshell to make your CRM work where you do.
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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CRM quote and invoice software is a tool built into a CRM system that allows users to create, edit, and send quotes and invoices to leads and prospects directly from their CRM platform.
Nutshell Quotes & Invoices is available as an add-on feature. Your whole team will have access to the tool for just $67 per month.
While businesses can reap several benefits from investing in a CRM quote and invoice tool, these are the primary advantages:
Yes. Nutshell offers a native QuickBooks Online integration that lets you create invoices in QuickBooks directly from Nutshell lead pages. You can also import your QuickBooks customer list into Nutshell and sync data between both platforms to keep your customer records clean and organized.
Nutshell Quotes & Invoices creates and sends professional invoices, but doesn’t process payments directly. However, you can integrate Nutshell with payment processors through our QuickBooks integration or use Zapier to connect with other payment platforms. This keeps your invoicing and payment workflows connected in one place.
Nutshell Quotes & Invoices is designed for creating individual quotes and invoices tied to specific leads and deals. For recurring billing needs, we recommend integrating Nutshell with accounting software like QuickBooks Online, which handles subscription invoicing while keeping your customer data synced with your CRM.
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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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