Exact form URL available to non-users
I have a couple of exact forms in my application that are used for generating estimates and invoices that we can send to our customers. In the interest of simplifying the process for my project manage...
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Eventually all of my clients end up using Juiced Exact Forms plus. They eventually need a customer facing document or sometimes a Purchase Order which needs to look very professional in PDF format as an email attachment. Juiced can help you with that and I also do training and setup of those.
There is a demo here.
https://www.quickbasetools.com/exact-forms-plus
Yes, there is an extra monthly fee as this is from Juiced and not Quick Base, but this way the customer receives a PDF, and that format is quite accepted in the business world. (it also can create a .docx format, but that would typically be for internal use if you had to hand edit an invoice.)
There is a demo here.
https://www.quickbasetools.com/exact-forms-plus
Yes, there is an extra monthly fee as this is from Juiced and not Quick Base, but this way the customer receives a PDF, and that format is quite accepted in the business world. (it also can create a .docx format, but that would typically be for internal use if you had to hand edit an invoice.)
I'm aware of Juiced technologies and if it was up to me then I would 100% use a couple of their add-ins . Unfortunately the owner of the company/my boss does not want to spend the extra money.
Until I get the budget to use those, I only have two options:
A-We just use the exact form and microsoft's print to PDF, then attach to the email that my quickbase app generates(Through a URL button)
or
B-I am able to share the link to each exact form that is generated so that my project managers can just copy and paste the URL into that email.
I'm trying to get option B to work because most of my project managers work exclusively on tablets and getting the exact form that is generated into a pdf on their tablet for them to attach is a little too technical for them.
Until I get the budget to use those, I only have two options:
A-We just use the exact form and microsoft's print to PDF, then attach to the email that my quickbase app generates(Through a URL button)
or
B-I am able to share the link to each exact form that is generated so that my project managers can just copy and paste the URL into that email.
I'm trying to get option B to work because most of my project managers work exclusively on tablets and getting the exact form that is generated into a pdf on their tablet for them to attach is a little too technical for them.