Package Builder

Create a series of documents from a single record

Creating a "package" of documents can be advantageous to eliminate many hours of finding and filling documents. With our Package Builder we have provided 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.

Key Benefits of Package Builder 

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

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

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

  • 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

Delivery Options*

Email your PDF as an attachment with QB Courier* 

Fax your PDF via eFax 

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

Send, Track and Manage your PDF with DocuSign for Quick Base integration 

*Requires additional Add-On

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About Juiced Technologies

 

We specialize in developing custom software solutions, helping businesses of all sizes take advantage of the latest, innovative methods for collecting, managing and sharing critical business data with the appropriate members of their business teams.

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Juiced Technologies, Inc.

 

3505 Veterans Highway
Suite O
Ronkonkoma, NY 11779


Tel: 631 - 617 - 5060
Fax: 631 - 617 - 5062
info@juicedtech.com

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