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A Faster, More Connected Way to Close Deals
Nutshell Quotes & Invoices
- Create and send quotes and invoices directly from your CRM, streamlining your sales process
- Deliver quotes and invoices quicker with auto-populating lead details, product information, and more
- Get notified when your lead engages with your quote or invoice, so you can get in touch
- Automate your pipeline with quote-specific tasks to keep your sales team on track
- Track quote and invoice progress from Draft to Accepted or Paid from inside your CRM
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Nutshell Quotes & Invoices
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
- Generate unlimited custom quotes and invoices directly from Nutshell
- Create, send, track, and manage quotes and invoices without leaving your CRM
- Set stage goals based on quote and invoice activity to automatically move leads through your sales pipeline
- Get notified when a prospect views or accepts your quote or pays your invoice
- And more.
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Try Nutshell free for 14 days or let us show you around before you dive in.
Deliver quotes and invoices faster than ever
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 instant alerts to follow up promptly
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.
Track proposal and payment request progress for quicker results
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.
Organize and manage quotes and invoices seamlessly
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.
Leverage the power of instant quote and invoice sharing
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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Have a question? Need a volume discount? Send us a message or book a meeting with a Sales rep to start the conversation.
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Sophisticated enough for any business.
- Find every contact, customer, and conversation
- Automate your sales process
- View and track your leads
- Get everyone on the same page
- Report on your performance
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Quotes & Invoices FAQs
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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.
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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.
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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.
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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.
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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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#madprops: Real quotes from real Nutshell customers
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