Nutshell Quotes is an add-on feature. Customers on any Nutshell Sales plan can purchase and use Nutshell Quotes
If you're looking for a simple, efficient way to create and send professional quotes directly from Nutshell, you're in the right place. With Nutshell Quotes, you can quickly generate quotes for your leads, customize them with your branding, and send them to your customers without leaving Nutshell.
This guide will walk you through setting up your quotes template and how to create and manage quotes from your lead pages.
Set up your quote template
Before you start creating quotes, your Nutshell account administrator will need to set up your quote template. Here’s how to do it:
1. Access the Quotes template page in Sales > Quotes > Template
2. Customize your default quote details
Each editable section of your quote template has a pencil icon, which suggests that the section is editable.
Header section which will appear at the top of every quote, you can:
Upload your company logo
Enter your company details and mailing address
Add your website URL, and phone number
Customize your columns: here you can choose if you'd like the below columns to appear in your product table or not by clicking the respective eyeball in the column header:
SKU
Term
Discount
Notes section: allows you to add any important information you'd like to add for example, product or feature information.
Footer section: here you can customize the footer with your preferred text, such as legal disclaimers or promotional messages.
Note: The Prepared for and Quotes details sections will be automatically added when the quote is generated from the Lead page.
These sections will be populated based on the information available in Nutshell.
Prepared for:
Company name
Lead name
Company address
Contact details
Quote details:
Quote number (automatically generated and not editable)
Prepared by
Prepared on
Valid through
Once the quote is generated, these fields can be edited.
Creating a quote for your lead
Now that your template is ready, let’s go over how to create a quote from a Lead page.
1. Start from any Lead page
To create a quote, simply go to the lead page where you want to generate the quote.
On the lead page, click the +Add a quote button located in the Quotes section in the sidebar.
2. Review the pre-filled information
Once you click the +Add a quote button, the quote will automatically be populated with details from the lead. This means you don’t need to manually input basic details each time. However, if you'd like to edit any section, simply click on the section to edit and be sure to hit the 'Save' button after you've made changes.
3. Edit the line items
If you've already added products to the lead in the Products section, it will automatically be included in the quote.
Alternatively, you can add products directly to the quote from the Products table by clicking the + Add an item text link once you've generated a quote.
4. Add final adjustments
If needed, you can add a final adjustment to the quote, perhaps adding a shipment fee/percentage or even a discount, you could simply edit the Pricing section in the bottom right corner.
5. Access and manage your quote
Once your quote is generated, it will appear in the Quotes section in a draft state.
From here, you can easily manage and share your quote. Click the three-dot menu next to the label to reveal these options:
View as customer: Preview the quote exactly as your customer will see it
Copy link: Generate a shareable link to send directly to your customer
Download PDF: Download a PDF version of the quote to share via email or print
Make a copy: Duplicate the quote to quickly create a similar version and edit it as needed
This makes it easy to review, share, and adjust your quotes to meet every customer’s needs.
Understanding quote states
Each quote moves through three different states as it progresses i.e. Draft, Ready, Accepted. You'll also see the date and timestamp of each state as it progresses. Here’s what each state means and how it works:
Draft: The initial state where the quote is still editable. A Draft watermark will appear across the quote until you move it to Ready
Ready: Once you’re done editing, mark the quote as Ready. This removes the draft watermark and indicates that the quote is finalized and ready to be sent to the customer. Note: If you'd like to edit it, you can click the three-dot menu and choose the Revoke option.
Sent: Once your quote is ready you can copy the quote link or download it as a PDF and share with your customer. Once you've sent it, simply click Mark as sent from the three-dot menu.
The status will update to Sent, allowing you to track when the quote has been shared.
Accepted: If the customer agrees to the quote, they can click Accept right at the top of the quote. Once they click Accept, they will be prompted to add their name and email address which will be recorded and saved in Nutshell along with the quote acceptance. Alternatively, you can mark it as Accepted on their behalf directly from the quote.
Add stage goals to your sales pipeline
You can add quote specific stage goals to your sales pipeline to automate lead progression:
Send a quote to the Lead: When the quote is accepted, the lead will automatically move to the next stage
Accept a quote from the Lead: Once the lead accepts the quote, the lead progresses to the next stage automatically.
Quote notifications
Stay on top of your quotes with helpful notifications that keep you in the loop. Head to Your settings > Notifications to set this up for your account.
You’ll get notified when:
A quote on a lead you’re assigned to is viewed
A quote on a lead you’re assigned to is accepted
Track quotes on the lead's timeline
Easily keep track of every step in the quoting process right from the lead’s timeline. You’ll see:
When a quote is marked as Ready, signaling that it’s finalized and ready to send
When a quote is Accepted, complete with the quote’s value and details of the person who accepted it—giving you clear visibility into who gave the go-ahead and for how much.
FAQs
How much does Nutshell Quotes cost?
The Nutshell Quotes feature is available as an add-on for $45 per month (for your entire team).
Can I customize my quote template for different products or services?
While each Nutshell account supports one main quote template, you can easily tweak individual quotes by editing sections directly. Just click the ✏️ pencil icon next to any editable section—perfect for adjusting details based on specific products, services, or customer needs.
Can I duplicate a quote for a similar lead?
Currently, you can only make a copy of a quote for the same lead.
Can I add clickable links to the quote?
Yes, absolutely.
Can I create multiple quotes for a single lead?
Yes, you can create and manage multiple quotes for a single lead. Each quote will appear separately on the lead’s timeline, allowing you to track different versions, compare offers, or provide multiple options for your customer to choose from.
Can I remove a quote?
You can only remove draft quotes.