Quotes, Invoices & E-signing in your CRM | No Integration Needed

Streamline every deal from quote to payment

Affordable quoting software

One affordable price for your entire company to use, not charged per seat.

Customize your branding

Add your logo, company details (phone, etc.), and any terms and conditions.

Connected to your data

Automatically add company name, lead name, products/services.

All done in one place

Create, edit, send, track acceptance, and get signatures all in one place.

Build professional quotes in seconds with smart templates

Streamline calls and meetings by connecting your calendar, calls, summaries, and logging into one seamless workflow.

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

Deliver quotes your way, without leaving your workflow

• Preview your quote before you send it
• Copy your quote link or download as a 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

See Nutshell in action!

Try Nutshell (including Proposals & Invoices) free for 14 days or let us show you around before you dive in.

Proposals & Invoices pricing

Unlimited

$79/ month

Choose a CRM tier, then add Proposals & Invoices to your plan.

Thousands of happy users can’t be wrong.

Reviews

4.3

Proposals & 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.