Streamline the ordering process with automated workflows and in-app payments.
Quoting and invoicing is a critical part of many businesses. With an app like this, you can reduce the administrative overhead and focus on the activities that will grow your business.
This quoting app gives sales reps a portal to generate quotes, convert quotes to invoices at the click of a button, and record received payments.
Customers can log in to view and approve their quotes, pay invoices, and see their order history.
Both sales and your customers can generate print-friendly versions of their quotes and invoices.
Expand the functionality of this app by adding automated email notifications and reminders to help you collect payments on time.
Explore the following resources to help you build your own custom app:
The sales portal splits quotes, invoices, and completed orders on their own pages for easy viewing.
During the quote stage, sales can add new line items. They can also generate a pdf print out of the quote.
Create your own printable quote or order page with your logo and billing info.
Customer contacts log in to see their own quotes, invoices, and completed orders in their portal.
The invoice details page shows customers all relevant details related to their order. They also have the option to generate a printable invoice PDF and to pay with their credit card online.
Sales reps log into their portal to generate quotes, convert quotes to invoices at the click of a button, and record received payments.
Customers log in to view and approve their quotes, pay invoices, and see their order history.
Allow customers to pay their invoices online or by check.
Embed the customer portal right into your website so your customers don't have to leave your site.
Set up automated email notifications with Scheduled Tasks to make sure customers pay their invoices on time.
When each customer logs into the customer portal, they will only see the data connected to their customer account.
Approvals, notifications, and permissions can all be integrated into your customer portal, so your customers can participate directly in your business processes and workflows.
Our demo apps are designed as a learning tool. You can get a sense for what types of apps are possible with Knack. Install apps to your own account to see how they are built. Then, build your own custom Knack app using our no-code Builder!