Forum Discussion

AliMohsenian's avatar
AliMohsenian
Qrew Trainee
3 years ago

Linking invoices to documents and combining files.

Ok so I am trying to thing the best way to do this, so any thoughts or ideas are appreciated. We are a car calibration company. We service cars for Collison shops. We have a table of all the cars...
MarkShnier__You's avatar
MarkShnier__You
Icon for Qrew Legend rankQrew Legend
3 years ago
You seem to be identifying two different issues. One is how to identify which OEM PDF should be attached to your QuickBase record. Are you looking for that to happen automatically or are you saying the user will manually attach the correct PDF.  

Then assuming one way or the other that PDF gets attached you are than asking to be able to create a combined PDF which includes the data from your Quickbase record with the PDF file that you attached to the record.  

To do this you would need to work with Juiced Technologies to used the Add on product called  Exact Forms Plus  and I believe that the Add on can also include additional files to be merged into the same the same document.

They also have another product called Courier in case you want a single click button to create the PDF and send it out by email from your own mail server.

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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
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  • KeithJusas's avatar
    KeithJusas
    Qrew Captain
    3 years ago
    Thanks again Mark.

    Ali,  would love to connect so we can see how your app is designed and then we can make the appropriate recommendation.  We have a few add-ons that can help, the ones we would deploy depends on the exact use case itself and how/where the OEM pdf's are stored...but this is definitely possible.

    Keith

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    Keith Jusas
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