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Exact form URL available to non-users

  • December 30, 2017
  • 0 replies
  • 178 views
I have a couple of exact forms in my application that are used for generating estimates and invoices that we can send to our customers. In the interest of simplifying the process for my project managers (will will mostly be working from tablets) I want them to be able to click the "Print Estimate" button that pulls up the exact form, copy the URL and then paste it in an email to the customer. The problem is that when I tested this, the person has to be signed in to view the exact form URL. Is there a way to make just certain exact forms available to "Everyone on the internet"?
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    • ChadBrandmire
    • Registered
    • December 30, 2017
    If I'm understanding correctly you just want to send a copy of the quickbase form to your customers?...
    If that's correct you can just use the QB email button and save some steps
    Eventually all of my clients end up using Juiced Exact Forms plus.  They eventually need a customer facing document or sometimes a Purchase Order which needs to look very professional in PDF format as an email attachment.  Juiced can help you with that and I also do training and setup of those. 

    There is a demo here. 
    https://www.quickbasetools.com/exact-forms-plus

    Yes, there is an extra monthly fee as this is from Juiced and not Quick Base, but this way the customer receives a PDF, and that format is quite accepted in the business world.  (it also can create a .docx format, but that would typically be for internal use if you had to hand edit an invoice.)
    • ChadBrandmire
    • Registered
    • December 30, 2017
    Maybe use QB actions to populate the fields you want your customers to see into another form and use the QB email button.
    Another solution is to create a Sync table and make it an a separate app which is open to the internet.  Just include the fields that customers should see.
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