Built to close
A quote your customer actually wants to sign
Branded with your logo and accent color, a clean line-items table, totals that just work, and a public link that opens on any device. Sent in under a minute, signed in under a minute.
Nexus Quotes
BetaSimple, beautiful quotes — with approvals and payment terms built in.
Build a quote in minutes. Send a public link. Let the customer accept with an e-signature, leave a comment, or decline with a reason. Set the payment plan and terms up front — and convert accepted quotes to invoices in one click.
$10 / user / mo · included in the Suite · 7-day trial of every product
<60s
From draft to signed link in the customer's inbox
1-click
Accepted quote → matching invoice in Nexus Invoicing
48h
Auto-reminder before a quote expires
Why it feels different
Quotes shouldn't be a PDF assembly line.
Most tools either give you a glorified Word doc or a heavy proposal builder no sales human wants to open twice. Nexus Quotes is a focused, polished surface for the moment a deal turns from "interested" into a signed yes — with the approval flow and payment terms baked in, not bolted on.
The lifecycle
Draft → Sent → Viewed → Accepted.
Four steps, four words, full audit trail. Every quote knows where it is and what should happen next.
01
Draft
You build it: title, recipient, line items, payment plan, terms. Nothing visible to the customer yet — edit freely.
02
Sent
You hit Send. The customer gets a branded email with the PDF and a public link. The quote is now live.
03
Viewed
They open the link. You get a notification — you know the deal is in flight without having to chase.
04
Accepted / Declined
They sign or push back. Accepted quotes can be converted to invoices in one click. Declined quotes carry the customer's reason.
The good parts
Twelve ideas that make the difference.
Approvals, the customer way
Accept, decline, or comment — right on the quote
No accounts, no hoops. The customer hits the share link, types their name as an e-signature, and the quote flips to accepted with a full audit trail (IP, browser, timestamp). They can also leave a comment or decline with a reason — both come back to you instantly.
Payment plans
Stage the cash flow up front
Spell out the payment plan exactly the way you sold it: 50% upfront and 50% on completion, monthly retainers, milestone payments — whatever maps to the deal. Renders on the quote and the PDF.
Payment terms
"Net 30," "Due on receipt," any wording you want
Optional payment-terms field that prints on the customer-facing quote and the PDF. Set sensible defaults per workspace; override per quote when a deal needs it.
Drag-to-reorder line items
Build the quote like a designer, not a clerk
Add catalog products, free-form line items, or a mix. Inline-edit name, description, quantity, unit, unit price, discount %, tax rate. Drag to reorder. Totals (subtotal, discount, tax, total) recompute live.
Tax that actually computes
Single rates, compound rates, multi-rate stacks
Workspace-level tax rates with a "compound" flag — when two rates apply, the compound one stacks on top of the others the way the law actually says. No more eyeballing the math.
Branded PDF on every send
A polished PDF lands in their inbox
Every send attaches a branded PDF with your workspace logo, brand color, and legal info — plus a clickable link back to the live quote. The PDF is one page when one page is enough; we're done with the trailing empty pages.
Templates
Save the boring parts once, reuse forever
Header HTML, footer HTML, default terms, cover image, default tax rate. Pick the template per quote, or set one as the workspace default for new quotes.
Convert to invoice
One click from "accepted" to billable
When the quote flips to accepted, a single button creates a matching invoice in Nexus Invoicing — same line items, same recipient, same totals, with a back-link to the source quote. The "sell → get paid" loop, closed.
Reminders that show up for you
Expiring-soon nudges, automatic
Quotes that approach their valid-until date get a notification 48 hours before. Dedup'd so you never get a second nudge for the same quote. Live reminder ladder, no homework.
Activity log
A timeline of what the customer actually did
Sent, viewed, accepted, declined, commented — every event timestamped with the actor and metadata. The activity feed reads like a story; nothing is invisible.
Archive when you're done
Closed deals stay out of your way
Drafts can be deleted; everything else can be archived. Hidden from the main list, instantly recoverable, never lost.
Approvals
Accept · Decline · Comment.
Three buttons, no friction. The customer accepts with an e-signature (IP and browser logged), declines with an optional reason that lands back on your quote, or leaves a comment that pings you in real time. No email threads about "what was on page two."
Payment terms
The cash-flow conversation, in writing.
Two optional fields — payment plan and payment terms — render on the customer-facing quote and the PDF. Spell out "50% upfront, 50% on completion" or "Net 30" exactly the way you sold it. No surprises at invoice time.
What you won't find
The things we left out — on purpose.
A quote tool earns its keep by being out of your way when you're not building a quote. Here's what we deliberately won't ship.
No PDF mill that emits 3-page quotes for a 1-page deal.
We measure the layout and only break to a new page when content actually overflows. One quote, one page — when that's all it takes.
No customer accounts, ever.
Customers should never have to register to read a quote you sent them. Public share link, e-signature, done.
No "premium" billing for basic features.
Templates, e-signature, PDF export, public link, payment plans — all included at $10 / user / mo. We charge for seats, not feature gates.
No silent failures.
If the customer comments or declines, you see the message — surfaced on the quote, not buried in an activity log nobody opens.
Connected
One workspace, one bill, one customer record.
A quote in Nexus Quotes attaches to a contact and (when you have it) a deal in Nexus CRM, becomes an invoice in Nexus Invoicing, and shows up in the customer's branded space when you turn on Nexus Client Portal. Same data, every product. No sync, no duplicates.
Nexus CRM
A psychologically crafted, human-obsessed CRM making sales & BD both efficient and genuinely enjoyable.
Nexus Invoicing
Invoice clients, get paid online, automate the chasing.
Nexus Client Portal
Give your clients one branded place to see and pay.
Nexus Projects
Kanban, milestones, and deliverables for client work.
Frequently asked
›Does the customer need an account to accept?
No. The customer opens a public share link, types their name as an e-signature, and the quote flips to accepted. We log IP, browser, and timestamp for the audit trail.
›Can the customer leave a comment or decline with a reason?
Yes. Three buttons on the public quote — Accept, Decline (with optional reason), Comment. Decline reasons render right on the quote so you see exactly what they pushed back on.
›Can I set a payment plan and payment terms?
Yes — both are optional fields on every quote. They render on the customer-facing page and on the PDF, so the cash-flow conversation lives in writing alongside the deal.
›How does the conversion to invoice work?
When a quote is accepted, a single button creates a matching invoice in Nexus Invoicing — same line items, recipient, totals, with a back-link to the source quote. The "sell → get paid" loop, closed.
›Does it integrate with my CRM contact?
Yes — quotes attach to a Nexus CRM contact, company, and (optionally) a deal. Accepted quotes can move the linked deal to "Won" automatically.