In sales, speed matters. Delivering quick, professional quotes impresses your prospects and gives your team a head start in winning the business. However, creating sales quotes can often be a slow, manual process when you’re juggling external tools or spreadsheets.
That’s why we’re excited to introduce Nutshell Quotes—an integrated CRM quoting tool that eliminates those manual steps and helps your team close deals faster.
Built directly into your Nutshell CRM, Nutshell Quotes makes it easy to create, send, track, and manage sales quotes without ever switching apps. That means you can respond to opportunities in a flash and keep all your sales activity in one place.
What is Nutshell Quotes?
Nutshell Quotes is a fully integrated add-on for Nutshell CRM that empowers your sales team to generate, send, monitor, and manage quotes right from inside Nutshell. It’s designed with simplicity and efficiency in mind, allowing you to build quotes in just a few clicks using the lead and product information already in your CRM.
No more copying data into separate quoting software or spreadsheets—Everything stays in one centralized hub, tied to your leads and contacts. That means your reps can spend less time on ‘paperwork’ or duplicate tasks, and spend more time closing deals while managers get complete visibility into every quote’s status.
What can I do with Nutshell Quotes?
Nutshell Quotes streamlines your entire quoting workflow from creation to acceptance. Here are some of the key things you can do with Nutshell Quotes:
Create and customize professional quotes in just a few clicks
Track quote progress in real time—Draft, Ready, and Accepted
Receive notifications when a prospect views or accepts a quote
Automate lead progression by setting pipeline stage goals based on quote activity
Send quotes instantly using a shareable link or downloadable PDF
Keep all your quotes organized in one place for easy access and management
E mais.
In our comprehensive support article, you’ll find out more about all the features you can look forward to with Nutshell Quotes and how this add-on works.
How can I get started with Nutshell Quotes?
Getting started with Nutshell Quotes is quick and easy.
Nutshell Quotes is available as an add-on for $45 per month per team for customers on any Nutshell Sales plan. Enabling the feature only takes a minute, and no complicated setup is required.
After enabling this add-on through your billing page, you’ll be able to start with the hassle-free quote set up process. Here, you’ll have a chance to customize your quote template with your company details and logo, choose the columns you’d prefer, update the footer section, and add additional notes.
When you’re ready to send a quote, simply head over to the relevant Lead page and click on the “+ Add a quote” link in the right-hand margin. Your lead and associated product information will populate automatically, leaving you with the easy task of double-checking the quote before sending it.
You’ll be able to keep track of your quote’s state and progress and manage your quote templates in the Quotes section of your Nutshell app.
Get Started with Nutshell Quotes
We built Nutshell Quotes to simplify your sales quoting process, speed up your sales cycle, and help your team win more deals. By bringing quoting into your Nutshell CRM, you’ll save time, reduce errors, and ensure no opportunity slips through the cracks.
Don’t just take our word for it—try it out and see the difference it makes in your day-to-day selling! Nutshell Quotes is available now, so we encourage you to give it a spin and let us know how it’s helping your business.
Ready to get started? Visit your billing page in Nutshell to enable Nutshell Quotes and start sending proposals to leads today. Need more information? Reach out to our support team, who are ready to answer any questions you may have.
Get started with Nutshell Quotes!
Ready to accelerate your sales cycle with a quick and seamless quote process? Activate Nutshell Quotes today, and experience the ease of creating, sending, tracking, and managing quotes, all from inside your CRM!
