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Exact Forms Plus
The ultimate Quickbase integration for document generation
Exact Forms Plus aims to streamline the document generation process in Quickbase, allowing you to streamline the document creation process, create persistent, point-in-time MS Word or PDF files for all of your project management document needs.
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Simplify and Automate Your Document Generation
Known to be the premiere document generation tool for Quickbase, Exact Forms Plus lets you create great documents easily in Quickbase. Just click a button and your documents will be ready. This saves you time and makes your documents more effective.
Create Custom Document Templates With Microsoft Word
Quickbase prides itself on being a low code/no code platform, and that shouldn't change when you bring in a partner. You can easily create all of your document templates using the familiar Microsoft Word, removing unnecessary obstacles and difficulties for beginners.
Include Fields From Your Application Using Our Exact Forms Plus Configurator
Exact Forms Plus allows you to better control and format the data from your related tables. You can specify the width of your columns, the styling of the fonts, as well as how they are sized into each cell in your document.
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Create a Single, Merged PDF From Multiple Records in Quickbase
This makes printing easier by letting you print all your PDFs as a single file instead of individually.
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Generate multiple documents at once by entering a search query. The file is then automatically sent back to the corresponding Quickbase record.
Batch Document Generation With a Single Click of a Button
Multiple Storage Options to Fit Your Individual Needs
Exact Forms Plus is Commonly Used With:
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DocuSign for Quickbase
Link DocuSign to Quickbase, so you can send Exact Forms Plus documents for e-signature from your Quickbase app.
EFP Demo Video
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