How can you access Nutshell Quotes?
Nutshell Quotes is an add-on feature. Customers on any Nutshell Sales plan can purchase and use Nutshell Quotes.
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Nutshell makes generating and sending custom quotes quick and easy, helping you streamline your sales process without leaving your CRM. With Nutshell Quotes, you’ll have the tools to create, manage, track, and share unlimited sales proposals more effectively.
Nutshell Quotes is an add-on feature. Customers on any Nutshell Sales plan can purchase and use Nutshell Quotes.
Create and send quotes to prospects and leads before they lose interest. Nutshell Quotes eliminates the hassle of creating quotes from scratch, saving you time and ensuring you can strike while the iron is hot.
Reduce manual data entry with auto-populating lead and product information. After your initial quote setup, you’re ready to edit and send professional, branded quotes directly from the Lead page in a flash.
Receive alerts letting you know when your prospect has viewed or accepted your quote so you and your team can reach out to your lead timeously. Check your quote’s status from the lead’s timeline, ensuring you’re always in the loop.
Set up stage goals related to quote activity within your pipeline to automatically move leads to the next stage when a quote is sent or accepted. Keep an eye on each quote’s progress and ensure your team is on top of each prospective deal as your quotes move through three different states: Draft, Ready, and Accepted.
Organize and manage your quotes more effectively from one central hub, ensuring your whole team has easy access. View quote numbers, states, values, and progress, duplicate quotes, generate shareable links, and download quotes in PDF from the Quotes section in Nutshell.
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Want to learn more about how Nutshell Quotes works and the value it can add to your sales process? Get all the details in our Knowledge Base article.
Put time-wasting tasks on autopilot so your team can focus on building relationships and nurturing leads through your sales pipeline.
Create custom pipelines and manage them easily with multiple views to nurture leads efficiently and stay on top of every deal.
Provides robust reporting and analytics to help you track your team’s performance and to help you gain quick insights with automated reporting.
Increase sales efficiency with Nutshell’s powerful email automation tool. Create personalized campaigns & track success right in your CRM
Streamline daily processes using the generative power of AI in Nutshell to simplify sales activities and open up a world of possibilities.
Create and manage virtual meetings and sync the information with your Calendar without leaving your CRM.
Quickly create and send custom quotes, easily track quote progress and prospect proposal engagement, and effortlessly manage and share your quotes in different formats.
Store customer notes, interactions and easily bring colleagues into the conversation and stay notified of everything that needs your attention.
Improve calendar, email, & contact organization from any source with Nutshell’s contact management software.
Search through over 200 million contacts, add ideal customers to your CRM, and connect with your future buyers.
Pinpoint the companies and individuals visiting your site so you can proactively target warm leads.
Locate specific individuals working at the companies in your book of business and reveal their contact information so you can start the conversation.
With channel and source data automatically added to your new leads, you can know where your best leads come from and invest smarter in your marketing.
Connect with our world-class support team to get fast, friendly, and free support when needed.
Easily sync your email and calendar with Nutshell to make your CRM work where you do.
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CRM quote software is a tool built into a CRM system that allows users to create, edit, and send quotes to leads and prospects directly from their CRM platform.
Nutshell Quotes is available as an add-on feature. Your whole team will have access to the tool for just $45 per month.
While businesses can reap several benefits from investing in a CRM quote tool, these are the primary advantages:
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