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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
    Hi,

    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.

    Thanks,
    Gaurav


  • 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.

    Thanks,
    Gaurav


  • 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...
    https://juicedtech.quickbase.com/db/bnnucrdwu?a=nwr&nexturl=%2Fdb%2Fbknf8jnuy%3Fa%3Dshowpage%26p...

    Keith