Pixel Perfect
Docs

• 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
  

XL
Docs

• 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
  
  

PDF
Stamper

• 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
  
  

PDF
Merger

• 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
  
  

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
  

Secure
Fax

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

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

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

Sign 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

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
  

Signatures 

• 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

Amazon S3
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
  

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
  

Multifile File Attachment

• 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

EZ File Importer

• 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

Documentor

• 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
  
  

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 

Image Resizer & Rotator

• 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

Visual
Scheduler 

• 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.
  

Quickbase
Maps 

• 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