Quickbase Document Creation

For new customers who have not had the privilege of using our premier document creation extension—Exact Forms Plus, we have created a way for you to take advantage of some of our capabilities to be used in conjunction with the new Quickbase Document Creation functionality. As we have over 15 years of experience with document creation in Quickbase, and having our extension working in thousands of applications (+500k documents per month), we can help with some of the shortcomings of this new offering.

Our beta testing experience

As we were asked to be a part of the beta for the new Quickbase Document Creation functionality from Quickbase, we are familiar with what it can and can't do, and so we will outline below where we feel we can add value to the overall experience.

In the pages within this help site section we have provided information related to:

Exact Forms Plus and Native Document Templates webinar (October 23, 2024)

In this video, you'll learn how to use Exact Forms Plus alongside Quickbase's new document creation feature. We'll walk through saving document templates to Quickbase's file attachment fields and adding charts to your documents. Whether you're looking to execute batch processes or compare native Quickbase document generation with Exact Forms Plus, this video provides a comprehensive overview.

Topics covered with timestamps:

Introduction (00:00)
Features of Exact Forms Plus and Native Document Generation (01:55)
Overview of Version 11.0 Exact Forms Plus with Native Document Creation (12:10)
Demo Agenda (15:49)
Executing Document Generation using Native Quickbase Functionality (16:15)
Saving Created Documents to File Attachment Fields (20:07)
Batch Processing Document Templates with Exact Forms Plus (24:47)
Comparing Native Document Template and Exact Forms Plus Document Template (30:15)
How to Start Using the Full Functionality of Exact Forms Plus (34:33)
Q&A Session (36:23)