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