customize a quotation and send to the customer by email in html or pdf format

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Hi All,

I'm testing Quickbase in order to create a new app related to orders/sales and I would like to build some quotations and send to the customers by email like a report in html or pdf format and of course customize them adding text and images. I'm not sure if that is possible without an extra cost.

Could you please advice?

Thanks.
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Gerard

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Posted 5 months ago

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QuickBaseCoach App Dev./Training, Champion

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Using native Quick Base you can make an alternate form with the information and layout you need for a customer quote, and then create a Notification to be triggered by say changing a checkbox to send that form to the customer on that form. That type of Notification is called an Open Notification as the receipient does not need to have a Quick Base userid. That would be a form in HTMl format and will look like the form you see now when viewing a record in Quick Base.

There is a way to include images in the form.

Alternatively, if you want to create a real PDF to send to your customer, there is a 3rd party add on I can recommend called Exact Forms Plus from Juiced technologies. It will allow you to create a real PDF including images and embedded subtables for your quote line items. There is a demo in the link below.

https://www.juicedtech.com/exact-form...
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Gerard

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Thanks for the information provided. Using native Quick Base form is fully customizable? I have created a new form but I'm not able to add text, I just see the option to add fields there. Maybe I need to investigate further, but I want to make sure that I will be able to do that without pay extra money.
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Natively, at no extra cost, you can add a text element to a form with limited (very limited HTML). But you can also create a formula rich text field and hence have full HTML access for any fixed text or variable text (ie variable based on data entry).

for example

"<b>" & [Project Name]

Could be a formula for a Bold Project name.


or fixed text can be used for a field and then you put the field on the form.

"<b><font color=blue>Here is your quote:"