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Data form linked to a QB email notification into a PDF attachment

  • 1.  Data form linked to a QB email notification into a PDF attachment

    Posted 08-24-2020 10:32
    Is it possible for QB to convert a data form linked to a QB email notification into a PDF attachment as against a HTML or TEXT?
     
    Thanks.

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    Naveed Ahmed
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  • 2.  RE: Data form linked to a QB email notification into a PDF attachment

    Posted 08-25-2020 10:06
    If you are looking for functionality to be able to create a PDF and email it automatically, that can be done with Add-Ons from Juiced Technologies.

    This product will create the PDF
    https://www.juicedtech.com/exact-forms-plus

     and this product will send it by email  https://www.juicedtech.com/courier

    Typically you would click a button and the process would happen to create the PDF and trigger the email.  



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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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