Forum Discussion

MarkComish's avatar
MarkComish
Qrew Assistant Captain
6 years ago

Share with clients

I love Quick Base but the one thing I hate is I have a Workflow (Project Manager App) and I would love to share each clients information with a contact from their company.  It would be cost prohibitive to buy a user license for each person, if I could even only make visible client specific info.  Any ideas?  Any chance this would be coming?  Any chance a pipeline might be fully integrated with another project management solution.

------------------------------
Mark Comish
------------------------------
roles and permissions

3 Replies

Sort By
  • RossonLong1's avatar
    RossonLong1
    Qrew Cadet
    6 years ago
    You can bulk purchase cheaper licenses that have view-only rights.

    Ironically, I feel like many people using QuickBase have less clients than they have internal employees. Leaves me wondering whether they would be willing to sell low-quantity versions of these kinds of view only seats.

    ------------------------------
    Rosson Long
    ------------------------------
  • IvanWeiss's avatar
    IvanWeiss
    Qrew Captain
    6 years ago
    We are in the same boat, would love to create some form of a client portal.  But for now we automate reports and send those out.

    ------------------------------
    Ivan Weiss
    ------------------------------
    • MarkShnier__You's avatar
      MarkShnier__You
      Icon for Qrew Legend rankQrew Legend
      6 years ago
      Talk to your AE and make a pitch.  Quick Base does have an internal approval Pricing mechanism for low volume high user count use case for external users to your company.

      ------------------------------
      Mark Shnier (YQC)
      Quick Base Solution Provider
      Your Quick Base Coach
      http://QuickBaseCoach.com
      mark.shnier@gmail.com
      ------------------------------