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Document Form Fill

  • 1.  Document Form Fill

    Posted 05-15-2018 16:38
    Is there a way that QB can fill out a form or NDA for example and it produce the final document?

  • 2.  RE: Document Form Fill

    Posted 05-15-2018 16:41
    You should look into Juiced Technologies' ExactFormsPlus! tool for outputs to Word of PDF documents.  They also have other tools that might fit your needs.

  • 3.  RE: Document Form Fill

    Posted 05-15-2018 18:51

    I have some alternate solution as well. Can you please give me some more details about your use case? and Yes, Juice Technologies have some amazing tools which are very useful.


  • 4.  RE: Document Form Fill

    Posted 05-15-2018 19:07
    We have several business partners asking for a standard document with only a name change. It would be great if they could come to our app; request the document input the company name and it produces the document.

  • 5.  RE: Document Form Fill

    Posted 05-15-2018 19:11
    I would suggest you take a look first at Exact Form here. Let me know if this work for you. 

    Please let me know if you need any further help.


  • 6.  RE: Document Form Fill

    Posted 05-15-2018 21:29
    Thanks Mark and Gaurav...
    Here's an example of entering data into a form which then fires Exact Forms Plus to create a pdf document with the entered data.  It also uses our Courier add-on to email the generated document to you as an attachment
    This is setup to use a standard Quote document but we could easily allow a drop down list to show different document types to produce.
    you can try it here...