Quotes
Send a professional quote in under a minute.
Reusable templates to send proposals fast. Build quotation templates once and turn them into subscriptions in seconds, with plans, lines and validity built in.
Quotation templateIllustration
What it does
Quotes in Knock
Quotation templates capture a typical offer: plan, product lines and validity. Start a subscription from a template, adjust it for the customer and send it for approval.
How it works
Four steps
- 01
Build a template
Pick a plan and add product lines with prices.
- 02
Start from it
Choose the template when creating a subscription.
- 03
Tailor it
Change quantities, add a discount or swap a variant.
- 04
Send for approval
The subscription moves to Quotation. Confirm when the customer agrees.
Capabilities
Key capabilities
- Reusable templates
- Plan and lines pre-filled
- Customise per customer
- Clear Quotation status
- Moves smoothly to Confirmed
- Fewer typos, faster turnaround
Frequently asked questions
Related features
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