Create professional looking MS Word or PDF documents
Exact Forms Plus! is one of our most popular Add-on's designed to generate documents right from your Quick Base application. This Add-on allows you to create persistent, point-in-time MS Word or PDF documents.
Key features of Exact Forms Plus!
No macros to download and install, use your version of Microsoft Word as is to create your Document Templates
Concepts similar to exact forms within the template building process
Increased security of your application(s) not allowable with regular Exact Forms – with Quick Base application tokens
Create persistent Word documents instead of a dynamic html pages
Save documents to a file attachment field or to an alternate web-based data storage repository such as Amazon S3
Allows Word headers and footers in documents, including logos and data from your QuickBase table
Insert images directly into document templates without having to upload them to a QuickBase table and link to them
Increased formatting versatility of data from your related tables including: column widths, bold, underline, italicize, font style and size for each cell and more
Create multiple documents in 1 transaction and attach each individual document to its respective QuickBase record
Create a single merged PDF document from multiple-record transactions, one file will include all pdf's for easy printing
Exact Forms Plus is commonly used together with these Quick Base Add-ons:
_________________ - to reduce the amount of file attachment storage space your application consumes.
______________________ - Exact Forms Plus can be "triggered" to generate a document when some other change takes place on a Quick Base record.
_________________________ - to embed the image capture of a signer's signature within an Exact Forms Plus document.
_________________________ - to generate a document using Exact Forms Plus and send that document out to be signed using DocuSign for QuickBase.
Amazon S3 Basic
Courier for Quick Base
Triggers for Quick Base
Signatures for Quick Base
DocuSign for Quick Base
Take a look at some examples
(Examples are in PDF format and can also be in MS Word fotmat as well)
Shipping labels
A customer needed to create a variable number of shipping labels from his Quick Base records. This example creates 4x6 labels with a specific pallet # printed on each.
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Our crazy Purchase order sample
If you have ever looked at our demo app you will see how we create this very colorful PO. Even though you may never have anything like this we are demonstrating how to embed sub report data, custom formatting of the table, headers/footers, embedded images, subtotaling, etc.
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Reporting!
You can use our add-on for reports - rows of data. You can group and sort the data and when data goes to a new page, new headers and footers will be displayed.
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