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Easily build, send and track completion on Quotes & Invoices all from your CRM.
Probeer Nutshell 14 dagen gratis uit of laat ons je rondleiden voordat je erin duikt.
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.
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.
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.
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.
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.
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.
