EXACT FORMS PLUS
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 Quickbase application. This Add-on allows you to create persistent, point-in-time MS Word or PDF documents.
Key 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.
Create a persistent Word or PDF document instead of a dynamic html page.
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#~
Dropbox
Quickbase
File Attachment
Amazon S3
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
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.
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 attach each individual document to its respective Quickbase record.
Uses Quick Base application tokens and User Tokens for increased security, not allowable with regular Exact Forms.
Allows for Word headers and footers to be used in your documents. Have your documents. Have your logo show up on every page along with data from your Quickbase table.
Create a single merged PDF document from multiple record transactions - you don't need print out each individual pdf with this feature, one file will include all pdf's for easy printing.
Exact Forms Plus is commonly used together with these Quickbase Add-ons:
Amazon S3 Basic - to reduce the amount of file attachment storage space your application consumes.
Triggers for Quickbase - Exact forms Plus can be "triggered" to generate a document when some other change takes place on a Quickbase record.
Courier for Quickbase - to email the Exact Forms Plus generated documents as attachments to your clients and/or business partners.
DocuSign for Quickbase - to generate a document using Exact Forms Plus and send that document out to be signed using DocuSign for Quickbase.
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 Quickbase records. This example creates 4x6 labels with a specific pallet # printed on each.
Purchase Orders
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.
Reports
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.