Nutshell offers Proposals & Invoices
ProductOperating Status: Currently Offered
Proposals & Invoices is a CRM-connected sales-document tool for preparing, sending, tracking, and collecting signatures on quotes, invoices, and contracts.
Proposals & Invoices is a CRM-connected sales-document tool for preparing, sending, tracking, and collecting signatures on quotes, invoices, and contracts.
Proposals & Invoices is software for sales teams that create customer-facing commercial documents while managing deals. It uses CRM lead, company, and product information to prepare quotes, invoices, and contracts, with templates and company branding for consistent documents.
Users can send documents by email, shareable links, or PDF, monitor opens and acceptance, request signatures, and view document status across the pipeline. Follow-up sequences help keep proposals moving; the product is offered as an add-on to a Nutshell CRM plan.
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