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Exact Forms Plus

The ultimate Quickbase integration for document generation

Exact Forms Plus aims to streamline the document generation process in Quickbase, allowing you to streamline the document creation process, create persistent, point-in-time MS Word or PDF files for all of your project management document needs.

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Quickbase application with Exact Forms Plus
Exact Forms Plus Quote
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Simplify and Automate Your Document Generation

Known to be the premiere document generation tool for Quickbase, Exact Forms Plus lets you create great documents easily in Quickbase. Just click a button and your documents will be ready. This saves you time and makes your documents more effective.

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Create Custom Document Templates With Microsoft Word

Quickbase prides itself on being a low code/no code platform, and that shouldn't change when you bring in a partner. You can easily create all of your document templates using the familiar Microsoft Word, Removing unnecessary obstacles and difficulties for beginners.

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Include Fields From Your Application Using Our Exact Forms Plus Configurator

Exact Forms plus allows you to better control and format the data from your related tables. You can specify the width of your columns, the styling of the fonts, as well as how they are sized into each cell in your document.

Exact Forms Plus Configurator
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Create a Single, Merged PDF From Multiple Records in Quickbase

This makes printing easier by letting you print all your PDFs as a single file instead of individually.

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Generate multiple documents at once by entering a search query. The file is then automatically sent back to the corresponding Quickbase record.

Batch Document Generation With a Single Click of a Button

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Multiple Storage Options to Fit Your Individual Needs

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Store documents as a file attachment field in your Quickbase application

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Store your generated documents in Amazon Simple Storage Service

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Store your generated documents in Dropbox, allowing access from anywhere, on any device

Save Hours of Time Generating Documents Such As

Invoices

Requisitions

Letters

Contracts

Reports

Waivers

Purchase Orders

Agreements

Statements

Applications

Mailing Labels

Summaries

Estimates

Quotes

RFIs

Proposals

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Exact Forms Plus is Commonly Used With:
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Courier for Quickbase

Courier allows you to send Exact Forms Plus documents as email attachments to clients and partners from your Quickbase app.

JuicedSign

Route your Exact Forms Plus generated documents for approval using the only comprehensive e-signature solution designed specifically for Quickbase.

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DocuSign for Quickbase

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Link DocuSign to Quickbase, so you can send Exact Forms Plus documents for e-signature from your Quickbase app.

EFP Demo Video
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