Quotes and Invoices

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:

Screenshots

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.

view more screenshots

Demo

  • 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.

Why Use This App Type?

  • Flexibility to adapt to your company - track only the data you need. This quoting app can work for any company that sells services or products.
  • Collect payments easily by allowing your customers to pay with their credit card online.
  • Increase your on-time payments by setting up automated reminders when invoices are generated and approaching their due dates.
  • Protect your customer data using a secure Knack app, allowing each user to only see their relevant data.
  • Save time by building a flexible Knack app that allows you to easily share data with customers and have them update their own data.

Key Features

  • Allow customers to pay their invoices online or by check.

  • Embed the customer portal right into your website so your they 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.

About This App

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!

What's Next?