Avoid missed project deadlines and centralize processes using our new, built-in document creation capability. It’s currently in open beta, and it will become generally available on October 31, 2024. It’s included on the Business and Enterprise plans.
Background
Quickbase is a work management platform that’s focused on improving productivity while reducing costs. And much of the work being run on Quickbase is complex. It often requires collaborating with several stakeholders across your organization and external folks as well. Vendors, partners, and customers all have a part to play and it’s important to get them the right data in the right format.
Previously, if you needed to generate files like PDFs you had a few different options. You could purchase a separate add-on from one of our partners. Or you could use an older Word macro from Quickbase called Exact Forms. That tool has many limitations, especially for users on modern systems. And there was no way to quickly generate a simple document like an invoice or a purchase order.
That’s why we’re proud to announce that we’re releasing a new document creation capability that’s built right into Quickbase. Available on the Business and Enterprise plans, document creation is part of an expanded suite of collaboration features that also includes Share Publicly (Everyone on the Internet), Email Anyone, and our other new collaboration feature, Secure Links.
Read on to learn how Document Creation can benefit your business.
Intuitive document setup
Creating and generating PDFs has never been easier, now that you can set up document templates from your table settings menu.
Use our modernized template builder, so you can design your template from scratch or get started by importing a Word document. You can add text, images, and embedded forms and reports here. And you can insert fields from your Quickbase records anywhere throughout your document. You can output to a PDF, Word, or HTML file.
Generate a document at the push of a button
Install the new document formula from the exchange so your app’s users can manually create a document when needed. You can customize the formula to set things like the document’s title and the file format.
Email documents on the fly
Here at Quickbase, we’re all about automating away routine and repetitive tasks. That’s why we upgraded our new custom email builder so you can pick a document template and include it attached to an email. This means your vendors can get a freshly-generated purchase order, even while you’re sitting on the beach or taking your kids to baseball practice.
Use pipelines to embed documents anywhere in your workflow
We know that your workflows are as unique as you are. So we designed document creation to be API first. You can use the new document endpoint in our RESTful API library to generate a document whenever and however you’d like, as part of a pipeline or in your own custom script.
The document creation ecosystem
Our document creation capability is designed to help you create simple documents quickly. While this gives you a lot of flexibility, some may need more advanced formatting options. Or you may need file formats other than PDF, Word, and HTML. We have excellent partners who can help with that. , a Quickbase add-on from Juiced Technologies, offers comprehensive templates in Word along with additional functionality via complementary add-ons. Exact Forms Plus has also been updated to work with templates made via our Document Creation feature. FormsEngine from Advantage Integrated Solutions comes with advanced digital forms for both data input and output, and e-signature capabilities.
If you’re interested in these add-ons, please reach out to your Quickbase account team. We will be happy to explore your document needs and point you to the right solution for your business.
Exact Forms Retirement
Since our new document creation feature provides a much better experience, we will be retiring Exact Forms. On September 15, 2024, Exact Forms reached end of support. This process will continue in 2025, which you can learn more about here.
Learn More
- Document creation overview (help article)
- Build document templates (help article)
- Generate documents from records in your app (help article)
