Get more from your Quick Base experience
Everyone can use a hand now and then. Don't have the time and resources to get the most out of Quick Base? Contact a Quick Base Solution Provider to help with planning, app development, systems/software integration, and even staff training.
Exact Forms Plus!
Generate professional looking sales proposals, quotes, invoices, purchase orders, contracts, legal documents, commission statements...the possibilities are endless! Exact Forms Plus allows you to create persistent, point-in-time MS Word or PDF documents with a single button click.
Here is a list of some of the many features:
- Creation of sophisticated MS Word and/or PDF documents
- Create multiple documents with a click of a button (limit 50 per click)
- Insert images into documents without having to include them in Quick Base tables
- Allows for watermarks, headers and footers
- Create password protected documents
- Total control of how related data appears in your document - i.e. control column widths, column names, fonts etc.
- No macros needed - we use a Quick Base table to store your word templates
- Handles Rich Text fields with embedded html to create tables, bulleted lists, etc.
- Create mailing labels
- Merge additional PDF files into the generated Exact Forms Plus PDF
- Integrate with Courier for Quick Base to Email your documents as attachments
- Integrate with DocuSign for Quick Base to send your documents out for electronic signatures
DEMO it here...https://juicedtech.quickbase.com/db/bknf8jnuy
Request Information About Exact Forms Plus!
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