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Custom documents in a single click of a button
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Geting started is done in 3 simple steps
1
Create a Document Template
Document templates are created in Microsoft Word or Excel one time and used over and over again.
2
Install a Document Generation Add-On
Quickly and easily install the Add-On that fits your specific needs best using our DIY Setup Wizards.
3
Click a Button and Start Generating
After finishing the first two steps, you are officially ready to start automating your document generation.
Pair Document Generation with JuicedSign for a
Full Contract Lifecycle Management Workflow
Generate professional looking Word/ PDF documents using data from one or many tables in Quickbase with ease.
Document automation for any industry
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Create a Document Template
Document templates are created in Microsoft Word or Excel one time and used over and over again.
1
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Install a Document Generation Add-On
Quickly and easily install the Add-On that fits your specific needs best using our DIY Setup Wizards.
2
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Click a Button and Start Generating
After finishing the first two steps, you are officially ready to start automating your document generation.
3
Say goodbye to copying and pasting data onto your:
Invoices
Contracts
Quotes
Proposals
Requisitions
Reports
Agreements
Mailing Labels
Letters
Waivers
Statements
Summaries
Estimates
Purchase Orders
RFIs
Applications
90%
Time savings when compared to manual document creation.
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2-3
Minutes to successfully create approximately 100 documents.
20%
Of Quickbase users are automating their document generation.
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90%
Time savings when compared to manual document creation.
90%
Time savings when compared to manual document creation.
90%
Time savings when compared to manual document creation.
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Exact Forms Plus
Create custom MS Word and PDF documents using data from Quickbase with a single click.
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PDF Merger
Merge multiple/varying file attachments into a single PDF in Quickbase.
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Package Builder
Create and consolidate many diverse document types into a single PDF in Quickbase.
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