What's the difference between a quote and an invoice?

A quote is a formal estimate you send before work begins, showing the customer what services cost. An invoice is issued after work is completed, requesting payment. Quotes help close deals; invoices collect payment. Nutshell handles both seamlessly from one place.

How do I send a quote to a customer in Nutshell?

Send quotes three ways: email directly through Nutshell's composer, generate a shareable link, or download as PDF. You can also preview exactly how your customer sees it before sending. Choose what works best for your workflow—Nutshell makes it simple.

What should be included in a professional quote?

Include your company details, itemized services with pricing, payment terms, quote validity date, and terms & conditions. Add a signature or approval field for easy acceptance. Clear, detailed quotes prevent scope confusion and help customers say "yes" faster.

When should I use a quote versus a proposal or estimate?

Use quotes for small to medium projects needing quick turnaround with straightforward pricing. Use proposals for complex, high-value projects requiring detailed scope justification. Use estimates for rough pricing discussions. Each document serves different stages in the sales cycle.

How does Nutshell's quotes feature help sales teams close deals faster?

Nutshell Quotes eliminates back-and-forth email chaos—create professional quotes in minutes, track acceptance instantly, and manage everything from your CRM. Faster quote turnaround + built-in tracking = shorter sales cycles and more closed deals for your team.

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Quotes & Invoices

Nutshell Quotes & Invoices

Professional quotes made easy

Easily build, send and track completion on Quotes & Invoices all from your CRM.

Streamline Every Deal from Quote to Payment

Build professional quotes in seconds with smart templates

Customize templates that match your brand
Add your own T&Cs
Auto-populate with CRM data

Deliver quotes your way, without leaving your workflow

Preview your quote before you send it
Copy your quote link or download as PDF to send to your customer
Create and send a new quote without leaving your lead page.

Get notified the moment prospects engage

Real-time notifications when your customers open, view and accept
See exactly when and how often prospects interact with proposals

Monitor all deals in one unified view

View every quote and invoice across your pipeline at a glance
Track status from draft to payment

Automate follow-ups and keep deals moving

Set up follow-up sequences
Reduce administrative overhead

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Quotes & Invoices Pricing

$67 per month

Get quotes out to leads and prospects faster

Most quoting tools are charged “per user”. With Nutshell, it’s one flat fee for your entire company.

Quotes & Invoices requires an active Nutshell Sales CRM subscription to purchase.

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Quotes & Invoices FAQs

What’s the difference between a quote and an invoice?

A quote is a formal estimate you send before work begins, showing the customer what services cost. An invoice is issued after work is completed, requesting payment. Quotes help close deals; invoices collect payment. Nutshell handles both seamlessly from one place.
How do I send a quote to a customer in Nutshell?

Send quotes three ways: email directly through Nutshell’s composer, generate a shareable link, or download as PDF. You can also preview exactly how your customer sees it before sending. Choose what works best for your workflow—Nutshell makes it simple.
What should be included in a professional quote?

Include your company details, itemized services with pricing, payment terms, quote validity date, and terms & conditions. Add a signature or approval field for easy acceptance. Clear, detailed quotes prevent scope confusion and help customers say “yes” faster.
When should I use a quote versus a proposal or estimate?

Use quotes for small to medium projects needing quick turnaround with straightforward pricing. Use proposals for complex, high-value projects requiring detailed scope justification. Use estimates for rough pricing discussions. Each document serves different stages in the sales cycle.
How does Nutshell’s quotes feature help sales teams close deals faster?

Nutshell Quotes eliminates back-and-forth email chaos—create professional quotes in minutes, track acceptance instantly, and manage everything from your CRM. Faster quote turnaround + built-in tracking = shorter sales cycles and more closed deals for your team.

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Tukenut yli 5 000 yritystä 50 maassa vuodesta 2009 lähtien.