How to Build a Quotes and Invoices App in Knack

You don’t need to purchase another user-based SaaS tool for your quotes and invoices. Why? Because Knack lets you build and manage those systems directly inside the platform. Try our Quotes and Invoices template to see what works best for your needs.

Benefits of Using Knack Across Industries

Knack offers a powerful, flexible solution for freelancers, agencies, consultants, ecommerce, healthcare, construction, and real estate. You can generate accurate documents, personalize client communication, and automate billing workflows — all without writing code.

Efficiency in Document Generation

Knack helps automate repetitive tasks, reduce administrative overhead, and eliminate human errors. You can easily generate professional quotes and invoices and customize them for any project or client.

Limitations of Traditional Tools

Spreadsheets and tools like MS Access fall short due to limited automation, customization, and integration. Knack eliminates these issues by enabling dynamic workflows, user-specific access, and robust security.

Exploring the Quotes and Invoices Template

To get started, create a new app using the Quotes and Invoices template. This includes tables for quotes, line items, products, invoices, and customers — all connected in a relational structure.

Navigating the Dashboard and Metrics

The dashboard gives a quick overview of total quotes, pending invoices, and received payments. From here, you can quickly create or view quotes and invoices, check on completed orders, and drill into record details.

Creating and Managing Quotes

Users can generate new quotes by selecting or creating customers and adding line items with descriptions, prices, and quantities. The system tracks statuses such as pending, approved, or rejected.

Invoice Creation and Management

Invoices work similarly to quotes. You select a customer, add items, and track statuses like unpaid, paid, or overdue. Integrate with Stripe or other gateways to enable online payments.

Customer Database and Self-Service Access

Maintain customer records including contact and billing info. You can also enable customer logins so they can view their quotes, invoices, and payment histories.

Reporting and Workflow Automation

Generate reports on outstanding invoices, revenue, or quote acceptance rates. Automate email reminders for overdue invoices or trigger approvals for pending quotes.

Customization and Integration Capabilities

Customize form fields, quote layouts, and invoice styling. You can integrate Knack with external tools like QuickBooks, Xero, Stripe, or CRMs using native connections or APIs.

Streamlining Business Processes with Knack

Knack helps consolidate your tools, centralize data, and reduce workflow friction. You can access your data from anywhere, streamline operations, and improve accuracy.

Conclusion and Call to Action

Stop juggling multiple systems. Start a free trial of the Quotes and Invoices template in Knack today and simplify your entire billing workflow. Thanks for watching, and we’ll see you in the next one.