
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.
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Key Features of Package Builder

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

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

Include separate cover and ending pages
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Incorporate separation pages between different documents
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Documents can generate from one or many related tables
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“Bulk Package” creation for all records in a specific report
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Save the “package” document to cloud storage, i.e. AmazonS3, Dropbox
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Package generation “runs” recorded within a detailed audit activity table
Additional Features of Package Builder
Delivery Options*
*Requires and additional Add-On

Email your PDF as an attachment with QB Courier*

Fax
Fax your PDF via eFax
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Cloud
Store your PDF in file attachment fields, DropBox or on AmazonS3 cloud storage

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