Exact Forms Plus

Product Overview
Create professional looking MS Word or PDF documents

Exact Forms Plus! is a premium utility that we've developed that generates Microsoft Word or PDF documents right from your QuickBase application.  Native QuickBase Exact Forms provides you with the ability to generate dynamic html based documents.  Our tool allows you to create persistent, point-in-time based MS Word or PDF documents.

Features of Exact Forms Plus!
  • There are NO macros to download and install, use your version of Microsoft Word as is to create your Document Templates

  • We use concepts similar to Exact Forms within the template building process; i.e. you reference data to be displayed in the document as: ~3~ or ~Record ID#~   To view a sample template...click here

  • Take advantage of QuickBase application tokens - increases the security of your application(s) not allowable with regular Exact Forms - switch to Exact Forms Plus! and turn on Application Tokens

  • Create a persistent Word Document or PDF document instead of a dynamic html page

  • You can choose to have the Exact Forms Plus! save documents to a file attachment field or to an alternate web based data storage repository such as Amazon S3.  Very cost effective...$0.095 per GB per month...for more info on Amazon S3...click here

  • Allows for Word headers and footers to be used in your documents.  Have your logo show up on every page along with data from your QuickBase table

  • Insert images right into your document templates without having to upload them to a QuickBase table and link to them.

  • Allows for better control and formatting of data from your related tables. Specify how wide each column should be, Bold/Underline/Italicize data, change font style and size for each cell...and more

  • Multi-Record Transactions - Create multiple documents in 1 transaction. Pass in a QuickBase query that returns multiple records and Exact Forms Plus! will create multiple documents, one for each record returned and we'll attach each individual document to its respective QuickBase record

  • Mail-Merge - Create a single Merged PDF document from Multi-Record transactions - you don't need print out each individual pdf with this feature, one file will include all pdf's for easy printing

Integration with other QuickBase Tools

Exact Forms Plus can be integrated with the following Quick Base Tools:

  • Amazon S3 Basic - to reduce the amount of file attachment storage space your application consumes.

  • Courier for Quick Base - to email the Exact Forms Plus generated documents as attachments to your clients and/or business partners.

  • Triggers for Quick Base - Exact Forms Plus can be "triggered" to generate a document when some other change takes place on a QuickBase record.

  • Signatures for Quick Base - to embed the signature captured with Signatures for QuickBase in an Exact Forms Plus document.

  • DocuSign for Quick Base - to generate a document using Exact Forms Plus and send that document out to be signed using DocuSign for QuickBase.