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Package Builder

Create a series of documents from a single record in Quickbase

Eliminate hours of time through an automated means by which many documents can be generated in real-time and consolidated into one PDF document which can then be routed for approval.

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Key Features of Package Builder 

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Generate a complete set (package) of documents to be routed for signature

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Create various documents in succession and define the order they will be compiled

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Create a single consolidated document (PDF) of many various document types, i.e. Word, Excel, Images, PDFs and store in Quick Base

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Include separate cover and ending pages

  • Incorporate separation pages between different documents

  • Documents can generate from one or many related tables

  • “Bulk Package” creation for all records in a specific report

  • Save the “package” document to cloud storage, i.e. AmazonS3, Dropbox

  • Package generation “runs” recorded within a detailed audit activity table

Additional Features of Package Builder 

Delivery Options*

*Requires and additional Add-On

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Email

Email your PDF as an attachment with QB Courier* 

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Fax

Fax your PDF via eFax

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Cloud

Store your PDF in file attachment fields, DropBox or on AmazonS3 cloud storage

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Send, Track & Manage your PDF with our DocuSign for Quickbase intergration

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