Quotes & Invoice Template

This Quotes and Invoice Tempalte App 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:

• How to Build an Orders App
• Users & Access
• Workflow
• About E-Commerce
• Using Action Links
• Using Submit Rules
• Data Source: Which Records Will the View Display
• Send Emails
• Printing Pages & PDFs

Screenshots of the Quote Database Template

Benefits of the Quote Database Template

• 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 of the Quote Database Template

• E-Commerce Integration – Allow customers to pay their invoices online or by check.
• Website Integration – Embed the customer portal right into your website so your customers don’t have to leave your site.
• Notifications & Reminders – Set up automated email notifications with Scheduled Tasks to make sure customers pay their invoices on time.
• Customer Security – When each customer logs into the customer portal, they will only see the data connected to their customer account.
• Workflow Integration – 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 the Quote Database Template

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!

How to Use the Quote Database Template

• Get help building your app: Request a demo
• See how this app is built: Install the Quotes and Invoices