There is currently no built-in functionality to email a PDF to a user in Knack. However, our customers have reported that integrating Knack with Webmerge has been a great solution to this need.
You can read more about integrating with Webmerge here.
Further, using Zapier and Webmerge together, you can set up a Recipe to email your client a PDF version of the invoice once you've submitted a form in Knack.
There are currently two ways you can integrate Knack with Webmerge:
- You can use Zapier and create a recipe so that a Webmerge document generates whenever your users submit a form.