Juiced Add-On Tip

Did You Know?

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

Contact us for more information

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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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