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Power Up Your Apps

Professional Document
Creation Tools
(and much more)

Empowers users, automates complex processes, and unlocks the full potential of Quickbase.

Transform the way you manage data and collaborate across your organization.

Laptop Mockup: Quickbase Extension
Instantly Extend Native Quickbase Functionality
Empowers users, automate complex processes, and unlock the full potential of QuickBase.

Transform the way you manage data and collaborate across your organization.

01.

Build 

Revolutionize creation, manipulation, and management of documents.

02.

Send

Keep teams informed and processes flowing smoothly.

03.

Sign

Transform document management and approval processes.

04.

Store

Enhanced storage, optimized data retrieval, and robust archiving.

05.

Automate

Eliminate repetitive tasks, streamline complex processes, and create integrations.

06.

Schedule

Maximize efficiency with dynamic scheduling and time-based task management.

07.

Map

Transform location-based information into interactive, dynamic maps.

Professional Document Creation

Build it.

Additional Utility Add-Ons - Documentor


Pixel Perfect
Docs

Generate Microsoft Word or PDF documents from your Quickbase

  • Create Proposals, Invoices, Contracts, Mailing labels and more
  • Create many templates for many table(s) with complete control over formatting including related data
  • Create multiple Word and/or PDF documents with 1 click

Document Generation - XL Docs


XL
Docs

Generate customizable Excel spreadsheets and files


  • Use your own custom Excel template and embed data into many cells, rows, and worksheets
  • Create multiple tabs of information from as many Quickbase tables as needed
  • Output can also be PDF or CSV files

Document Generation - PDF Stamper


PDF
Stamper

Dynamically input Quickbase data into PDF files

  • Embed variable data from your Quickbase table into predefined fields of a fixed format PDF
  • Include sub-table or related data into the PDF
  • Supports fillable PDF files for embedding data straight from Quickbase

Document Generation - PDF Merger

 


PDF
Merger

Join multiple documents
into a singlePDF File

  • Documents can come from any table and from any number of tables
  • Word, Excel, PDFs, and Image files can also be included in the merged file
  • Create a document package using a template including a cover page and divider pages

Document Generation - Package Builder

 


Package
Builder

Create a series of documents for
a single record in Quickbase

  • Create various documents in succession and define the order of compilation
  • Generate a complete set 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 Quickbase

 

Email, Text, and Fax Processing

Send it.

Messaging Solutions Add-Ons - Courier Covers


Courier
Service

Send emails with data from one or more tables from Quickbase

  • Send emails from one or more tables to Non-Quickbase users with true attachments
  • Send emails from your own Mail Server
  • 3 processing modes: Triggered, On-demand, and Scheduled
  • Email activity can be monitored and logged

Messaging Solutions Add-Ons - Secure Fax

 


Secure
Fax

Easily fax document directly
from/to Quickbase

  • Capture inbound fax transmissions and place in a Quickbase table
  • Check the status of a fax transmission
  • Secure – HIPAA and PCI DSS certified

Automated Data Entry Add-Ons - Email Parser


Email
Parser

Extract data of incoming, fixed format emails into a Quickbase table

  • Convert unstructured email info into Quickbase records
  • Automate order fulfillment or lead generation processing
  • Update and/or insert attachment(s) into a Quickbase table of related records 

Text My Quickbase App


Text My Quickbase

Send & receive text messages from/to Quickbase

  • Deliver one or many SMS messages in seconds
  • Allow recipients to reply with two-way communication
  • Query data from Quickbase via text “keywords”
SIGNATURES and APPROVAL Processing

Sign it.

Electronic Signature Add-Ons


Sign For Quickbase

Only E-Signature Solution Made Specifically for Quickbase

  • Send, Sign, and Track documents for electronic signatures
  • Return information the recipient entered during the signing process
  • Store the signed document and audit trail in Quickbase

Electronic Signature Add-Ons - DocuSign for Quickbase


DocuSign For Quickbase

Automate your entire
agreement process

  • Send, Sign, and Track documents for electronic signatures
  • Return information the recipient entered during the signing process
  • Accept & process credit cards via integration with various payment providers

Electronic Signature Add-Ons - Quickbase Signatures


Signatures 


Capture signatures as images &
store in file attachment fields

  • Simple signing pad form allows for collecting a signature for a Quickbase record
  • Include a terms and conditions file for Signer review
  • Include a Name and Title to accompany the signature
FILE and Data MANAGEMENT

Store it.

Automated Data Entry Add-Ons - Amazon S3 for Quickbase


Amazon S3
Storage

Store your Quickbase Data Files in Amazon S3 web-based storage

  • Upload multiple files for a single record & manage within Quickbase tables
  • Maintain a revision history of the files stored
  • Sweep files from file attachment fields
  • Take advantage of unlimited low cost cloud disk storage

Automated Data Entry Add-Ons - Dropbox for Quickbase


DropBox for Quickbase

Store your Quickbase Data
Files in Dropbox

  • Upload many files to Dropbox at once and associate them to records in your Quickbase
  • Access files from anywhere, on any device

Store It- Multi-File Attachment


Multifile File Attachment

Select multiple files to be
uploaded into Quickbase

  • Uploaded files stored in a related "child" table to the "parent" record
  • Maintain a document library table, storing all files in a single table, related to multiple "parent" tables
  • Add as much metadata to the document library table as you need

Automated Data Entry Add-Ons - EZ File Importer


EZ File Importer

The Better Way to Import Excel
Data Into Quickbase

  • No longer worry about how fields “line up” when importing data –define/save an import configuration
  • Simple import process will either insert or update records (based on the key) in the target table
  • Activity table in your app to monitor details of each import
Additional Utilities

Automate it.

Additional Utility Add-Ons - Documentor


Documentor

 

Easily generate Quickbase database documentation

  • Automatically generating documentation weekly/monthly – on a scheduled basis
  • Satisfy audit requirements by logging any/all changes to your application's schema
  • Create a report detailing the formula code for all fields in each table in your application

Additional Utility Add-Ons - Document Parser


Document
Parser

Import data from a PDF email attachment into Quickbase

  • Extract fields of data from a PDF document; Invoice/PO numbers, dates, amounts, etc.
  • Parse multiple documents at the same time
  • Save “line item” details in a sub-table and relate them to the master 

Additional Utility Add-Ons - Image Rotator and Resizer


Image Resizer & Rotator

Rotate and/or Resize images within file attachment fields

  • Resizes photos to a pre-configured height and width and rotates them to their proper upright position
  • Rotation is done in degrees (90°, 180°, 270°) individually or in groups
  • Easy to use: just upload image into a file attachment field, save the record, and click to rotate or resize
Get More Organized

Schedule it.

Additional Utility Add-Ons - QB Scheduler


Visual
Scheduler 

Increase control of Calendar data: appointments, meetings, etc
 
  • Day, Week, Month, Timeline, and Agenda Views with multiple filtering capabilities
  • Side by side Resource calendar visibility
  • Color coding by Resource or by Appointment type, Customer, Project, etc.
Enhanced Mapping Capabilities

Map it.

Enhanced Mapping Capabilities

Map it.

Additional Utility Add-Ons - QB Maps


Quickbase
Maps 

View a Map showing multiple locations from your Quickbase table(s)

  • Plot locations and additional data stored in your Quickbase table to be available within the map
  • Color or alpha code your locations so they can be visually identified
  • Show different information from your Quickbase tables in the push pin Pop-up window for each table

 

Start creating
your future today

Get Started

 

Begin your
Journey.

Let us know who you are and how we can assist and someone from our team will be in touch.

Quickbase QSP Elite Partner Badge
Quick Base - MBE
Quick Base -  Certified WBE

01.

Exact
Form Plus

Create custom MS Word and PDF documents using data from Quickbase with a single click.

  • Create Proposals, Invoices, Contracts, Mailing labels and more!
  • Create many templates for many table(s) with complete control over formatting including related data
  • Create multiple Word and/or PDF documents with 1 click 

Learn More


02.

XL
Docs

Create custom MS Word and PDF documents using data from Quickbase with a single click.

  • Use your own custom Excel template and embed data into many cells, rows and worksheets
  • Create multiple tabs of information from as many Quickbase tables as needed
  • Output can also be PDF or CSV files

Learn More


03.

PDF
Stamper

Create custom MS Word and PDF documents using data from Quickbase with a single click.

  • Create Proposals, Invoices, Contracts, Mailing labels and more!
  • Create many templates for many table(s) with complete control over formatting including related data
  • Create multiple Word and/or PDF documents with 1 click 

Learn More


01.

PDF 
Merger

Create custom MS Word and PDF documents using data from Quickbase with a single click.

  • Create Proposals, Invoices, Contracts, Mailing labels and more!
  • Create many templates for many table(s) with complete control over formatting including related data
  • Create multiple Word and/or PDF documents with 1 click 

Learn More


02.

Package Builder

Create custom MS Word and PDF documents using data from Quickbase with a single click.

  • Create Proposals, Invoices, Contracts, Mailing labels and more!
  • Create many templates for many table(s) with complete control over formatting including related data
  • Create multiple Word and/or PDF documents with 1 click 

Learn More


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Let’s talk about
your project

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+1 626-917-4888

1050 Lakes Drive, #225
West Covina, California 91790
United States

 

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Reach out to us here


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