Forum Discussion

vijaysingh's avatar
vijaysingh
Qrew Cadet
6 years ago

Regarding creation of Invoice like report and subscription to send it on annual basis on a specific date

There is a request from one of our business to create an invoice report/letter in the similar format we use to bill/invoice in to any customer/business after selling the product or providing the se...
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QuickBaseCoachD's avatar
QuickBaseCoachD
Qrew Captain
6 years ago
Quick Base cannot natively generate a PDF nor can it natively email and attachment. the Juiced EF+ product can create the PDF and they have a product called Courier which can email the attachment.
  • vijaysingh's avatar
    vijaysingh
    Qrew Cadet
    6 years ago
    Thanks Mark.. Any idea if that can be scheduled on Weekly, Monthly or Annual basis and on that schedule an automatic email goes to required recipients having the PDF (generated from exact form based on QB data) as an attachment
  • QuickBaseCoachD's avatar
    QuickBaseCoachD
    Qrew Captain
    6 years ago
    You should engage directly with Juiced.  All of that is possible, it's just a question of the one time set up cost and the ongoing monthly cost for you to approve.