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Feature/Function/Description

Quickbase
Document Creation

Quickbase logo

Quickbase Extensions
Exact Forms Plus

Availability

Business and Enterprise accounts only

All account types

Easy to Install

Yes—button created on app table

Yes—Wizard installs buttons on the app table

Output formats

Word/PDF/HTML

Word/PDF

Document Templates

Embedded—managed by Admins or App Builders only. Regular users cannot manage templates.

Table driven—managed as part of app itself. Template management is controlled by roles and permissions.

Template Builder

Native functionality similar to Email builder

Microsoft Office

Multiple document creation

No

Yes

Merge multiple documents into one

No

Yes

Storage Options (like saving the file)

(We are offering to store your documents created by Quickbase Document Creation for free)

None

Many

  • File Attachment field

  • Amazon S3

  • Dropbox

  • Repository table (separate table in app)

(We also provide a date and timestamp for creation)

Limits

Max size of document: 1MB
Number of document templates per table: 50
Max size of output document: 6MB

None

Document feature capabilities

Headers and Footers

Yes (separate areas to manage—difficult to reproduce from the original document)

Yes

Control Output File Name

Yes

Yes

Table of Contents

No

Yes

Open directly in Browser

Yes

Yes

Merged additional PDF documents
like pre-append and append

No

Yes

Include dynamic watermark

Yes (HTML only)

Yes

Embed Fonts in PDF

No

Yes

Access to a wide variety of Fonts

No

Yes

Create 508 Compliant PDF

No

Yes

Create Fillable PDF

No

Yes

Create password-protected document

No

Yes

Include Images and HTML

Yes

Yes

Include Charts Reports

Yes

Yes (using native Document Creation)

Include Summary Reports

Yes

Yes

Dynamic Barcode Generation

No

Yes

Create Mailing Labels

No

Yes

Include subtables from different tables

Yes

Yes

Include Table Reports

Yes

Yes (field by field selection and customization)

Include Summary Reports from Other Tables

No

Yes

Include one or more subtables

Yes

Yes

Include nested subtables (sub-in-sub)

No

Yes

Limit # of Records in subtables

No (however table report limited to 100)

2,000 (web) 7,500 (batch)

Control formatting of subtable fields

Yes

Yes

Control formatting of subtable (borders/colors etc.)

Yes

Yes

Allow for grouping in subtables

No

Yes

Dynamic Row Colorization

No

Yes

Include a sequential counter column

No

Yes

Additional notes and comments

Complexity of Use

Might find it frustrating to use the editor. HTML (Quickbase Native Document Creation) versus using Microsoft Word (Quickbase Extensions)—two very different experiences

With the use of Microsoft Word as your source, a very familiar tool for document template creation.

Import from Microsoft Word

  • Strips out headers and footers

  • Not an "apples-to-apples" layout from what the document looked like to what gets imported.

  • No import needed, since you use Microsoft Word as your source template.

  • Headers and footers are part of the document already and you have complete control of the layout.

Time to create or format

May take considerable effort and time to get the document looking as professional as possible.

Fast to set up with Microsoft Word and our EF+ Configurator utility, which collects all data content.

Formatting issues

Formatting issues exist, for example, when configuring a table. Columns may not align as expected and may take on their own sizing.

Everything is true to form, since the template is the Microsoft Word document. Tables, for example, render exactly the way they are defined.