You can create a series of documents for a single record in Quick Base?
Creating a "package" of documents can be advantageous to eliminate many hours of finding and filling documents. Store all these documents as templates, click a button to fill them with data from your Quick Base records and route/email them for signature. Our Package Builder coupled with our document management add-ons can automate this entire process!
With our Package Builder you can:
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
Package generation “runs” recorded within a detailed audit activity table
Combine the Package Builder with our other Add-ons to:
Send out via email utilizing Courier
Send out for signature and approval utilizing DocuSign and even collect info from the recipient for entry into the Quick Base database