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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.
Get quotes out to leads and prospects faster
Essayez Nutshell gratuitement pendant 14 jours ou laissez-nous vous faire découvrir le site avant de vous y plonger.
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.
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 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.
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.
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.
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