Joshua,
Have you tried using Exact Forms?
https://help.quickbase.com/user-assistance/creating_exact_forms.htmlInstead of a completely custom solution with the API, this is likely to much faster.
If this does not meet your needs, I suggest the Third Party Route. Document generation is a mature space that will save you countless hours trying to develop the tools that have already been created. My personal favorite is Juice Technology.
https://www.juicedtech.com/The pricing is very reasonable.
Good luck with the project.
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Don Larson
Paasporter
Westlake OH
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