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Document Form Fill

  • May 15, 2018
  • 0 replies
  • 46 views
Is there a way that QB can fill out a form or NDA for example and it produce the final document?
    This topic has been closed for replies.

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    You should look into Juiced Technologies' ExactFormsPlus! tool for outputs to Word of PDF documents.  They also have other tools that might fit your needs.
    Laura Thacker (IDS) laura@intelligentdbs.com (626) 771 0454
    Hi,

    I have some alternate solution as well. Can you please give me some more details about your use case? and Yes, Juice Technologies have some amazing tools which are very useful.

    Thanks,
    Gaurav
    KeithJusas
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    • KeithJusas
    • Registered
    • May 16, 2018
    Thanks Mark and Gaurav...
    Here's an example of entering data into a form which then fires Exact Forms Plus to create a pdf document with the entered data.  It also uses our Courier add-on to email the generated document to you as an attachment
    This is setup to use a standard Quote document but we could easily allow a drop down list to show different document types to produce.
    you can try it here...
    https://juicedtech.quickbase.com/db/bnnucrdwu?a=nwr&nexturl=%2Fdb%2Fbknf8jnuy%3Fa%3Dshowpage%26p...

    Keith
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