DOCUSIGN FOR QUICKBASE

Fast, easy and secure way to send, sign, track and store documents from Quickbase.
Pricing Details:  DOCUSIGN FOR QUICKBASE 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 DocuSign tagged document template
  • DOCUSIGN FOR QUICKBASE 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.
  • DocuSign pricing is additional and payable directly to DocuSign. You must have a DocuSign account to use this add-on.  Also note that DocuSign pricing per envelope is NOT included in our quote, that price is separate and is set and enforced by DocuSign. 

Easily route documents for electronic signature

Here is a list of some of the features of DocuSign for Quickbase

  • DocuSign for Quickbase supports the sending of any type of document requiring a signature stored in your Quickbase application(s) to any email address stored on your records. 
  • Updates to Quickbase are done in real-time with information collected during the DocuSign signing process.
  • Email the document(s) you want your recipient(s) to sign and guide them with a "Sign Here" tab that is directly on the document. This functionality is driven completely from within your Quickbase application.
  • Documents can be sent to one or more recipients, each recipient may have a specific role in the approval process. ie Signer, Reviewer,Receive a copy.
  • Control the Order in which your recipients receive the document.
  • Collect Data from your recipients and store that data in Quickbase
  • Accept CREDIT CARDS! without violating Quickbase terms of service!  (Additional setup and monthly charges required)
  • Change a recipient after the Envelope is created in DocuSign.
  • Add a CC recipient after the Envelope is created in DocuSign.
  • Void an Envelope after it is created in DocuSign.
  • The status of the approval process is updated in real time right in Quickbase. No need to login to DocuSign to check on the status
  • The fully executed document is sent back Quickbase and stored in a file attachment field when complete, it also includes the DocuSign certificate of completion.
  • Categorize the Documents you send to DocuSign for more detailed reporting. ie Contracts, Quotes, PO's, CO's WO's, Invoices, etc.
    View the DocuSign Dashboard from your Quickbase application
  • Supports Captive Recipient and In-Person Signing - Close the deal on the spot! Have your client sign as your sales rep guides them through the process...in person!
  • Integration with Exact Forms Plus! To create a complete end to end process, use Exact Forms Plus! to generate the documents that need to be sent to DocuSign for routing and approval.*
  • Online help at http://qbtools.helpdocsonline.com (check out http://qbtools.helpdocsonline.com/docusign-for-quickbase-overview for more info)
  • DocuSign Account Info:  you need a DocuSign account with at minimum a Business Pro plan.  You can sign up for DocuSign by clicking here...DocuSign Pricing
  • Juiced Technologies is not responsible for DocuSign pricing and plan features.   
* Requires integration with additional add-on(s)

How to Get Started  click here to find out what steps are needed to get started. 
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Pricing Info
  • VOLUME PRICING INFO:
    • Base Price is $64.95 per month and includes a ANNUAL transaction limit of 3,600 Envelopes
    • If you need more Envelopes you can purchase additional Envelope packs. Each additional pack will add 300 Envelopes 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 300 Envelopes
    • If you need more Envelopes you can purchase additional Envelope packs. Each additional pack will add 300 Envelopes 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 160,000$0.135$8,119
    Bulk 2150,000$0.117$17,591
    Bulk 3300,000$0.0947$28,416
    Bulk 4450,000$0.0766$34,505
    Bulk 5600,000$0.0586$35,182
    Electronic Signatures
     
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    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
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    Description
    Reports and Charts Panel
    Each table has a panel listing its reports and charts, organized in groups.
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    Field label
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    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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