XL DOCS

Create MS Excel and CSV files from your Quickbase application(s).
Pricing Details:  XL DOCS is a PREMIUM add-on and includes a One-Time Setup Charge and an ANNUAL Hosting Charge.
  • Setup Charge includes setting up ONE Quickbase application, ONE table and ONE Excel template. We configure your application and help you create your first Excel template. We then show you how to create additional templates on your own. When the setup is complete you can create as many templates as you want and need.
  • XL DOCS can be installed and run in multiple applications (up to 20) in the SAME Quickbase account for NO additional hosting charge. If you need more than 20 apps you can get another 20 for an additional $50 per month.

Generate Excel Documents exactly the way you need!

Here is a list of some of the features of XL Docs

  • Generate Excel documents exactly the way you need using your own custom Excel file as a template
  • Place data into as many cells, rows and worksheets as you require
  • Convert your our Excel file to PDF
  • Generate CSV files
  • Save your CSV file directly into DropBox for integration with "Quickbase Sync"
  • Configure your data to come from one or many tables
  • Create multiple tabs (worksheets) of information from one or more tables all with a single button click
  • Embed sub tables of information. 
  • Create as many templates as you want form as many tables as needed - Proposals, Invoices, Contracts, Orders, Expenses etc.
  • Email as an attachment using Courier for Quickbase *
 * Requires integration with additional add-on(s)
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Pricing Info
  • VOLUME PRICING INFO:
    • Base Price is $64.95 per month and includes a ANNUAL transaction limit of 6,000 Files
    • If you need more Files you can purchase additional File packs. Each additional pack will add 500 Files to the annual total
      • The first 10 packs are $59.00 each
      • packs 11 to 150 are $51.00 each
      • Need more...contact us for our BULK pricing options.
  • VOLUME PRICING INFO:
    • Base Price is $79.95 per month and includes a MONTHLY transaction limit of 500 Files
    • If you need more Files you can purchase additional File packs. Each additional pack will add 500 Files to the monthly total
      • The first 10 packs are $72.00 each
      • packs 11 to 150 are $62.00 each
      • Need more...contact us for our BULK pricing options.
  • BULK PRICING INFO:
    • Bulk Pricing is designed for high volume clients and is available in 5 different tiers
    • After purchasing the minimum transactions, your cost per transaction is locked in for the annual term. If you exceed your pre-purchased transactions, you will be invoiced at the same rate for the estimated number of transactions you will need for the rest of your annual term
    BulkMinimum TransactionsCost per TransactionUpfront Cost
    Bulk 1100,000$0.081$8,119
    Bulk 2250,000$0.070$17,591
    Bulk 3500,000$0.0568$28,416
    Bulk 4750,000$0.0460$34,505
    Bulk 51,000,000$0.0351$35,182
    Document Creation
    Yes  
    Created on May 11, 2018 at 10:45 AM (EDT). Last updated by Connected Data Service on March 27, 2023 at 11:06 AM (EDT). Owned by Connected Data Service.
    Connected Data Service
    Connected Data Service
    Show fields from Show fields from Show fields from a related table
    Report Name *
    Description
    Reports and Charts Panel
    Each table has a panel listing its reports and charts, organized in groups.
    Please wait while your new report is saved...
    Field label
    Column heading override
    Justification
    What does auto mean?
    Fields in:

    Fields to Extract:

    Name for the new table:
    Items in the new table are called:

    When you bring additional fields into a conversion, Quickbase often finds inconsistencies. For example, say you're converting your Companies column into its own table. One company, Acme Corporation, has offices in New York, Dallas and Portland. So, when you add the City column to the conversion, Quickbase finds three different locations for Acme. A single value in the column you're converting can only match one value in any additional field. Quickbase needs you to clean up the extra cities before it can create your new table. To do so, you have one of two choices:

    • If you want to create three separate Acme records (Acme-New York, Acme-Dallas and Acme-Portland) click the Conform link at the top of the column.
    • If the dissimilar entries are mistakes (say Acme only has one office in New York and the other locations are data-entry errors) go back into your table and correct the inconsistencies—in this case, changing all locations to New York. Then try the conversion again.

    Read more about converting a column into a table.

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