background.jpg

Package Builder

Create a series of documents from a single record

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.

batch_processing_edited-removebg-preview.png
Website_Logos__8_-removebg-preview.png

Key Features of Package Builder 

Website_Logos__7_-removebg-preview.png

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

Untitled_design__1_-removebg-preview.png

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

Website Logos (9).png

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

no-image-icon-23492.png

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

email.png

Email

Email your PDF as an attachment with QB Courier* 

Website_Logos__25_-removebg-preview.png

Fax

Fax your PDF via eFax

Website_Logos__6_-removebg-preview (1).png

Cloud

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

DocuSign_logo.png

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

The best way for us to identify a solution
to whatever problem you are facing.

Quickbase laptop transparent.png

Let us help you get the most benefit from your Quickbase applications.