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(empty)  (4 Quick base add-ons) 

DROPBOX


Pricing Details:  DROPBOX includes a One-Time Setup Charge and a Monthly Hosting Charge.
  • Setup Charge includes setting up ONE Quick Base application and ONE table to upload files to your DropBox account.
  • Monthly Hosting Charge includes ONE Quick Base application with a monthly transaction limit of 1000 Files
  • DROPBOX can be run in multiple Quick Base applications, each additional application requires an additional discounted monthly charge
  • Each additional application also adds 500 Files to the total monthly transaction limit
  • If you need more Files than the standard limits, you can purchase additional File packs.
  • Each additional pack will add 750 Files to the monthly total
  • DropBox storage pricing is additional and payable directly to DropBox. You must have a DropBox account to use this add-on.
            

ER DIAGRAM


Pricing Details:  ER DIAGRAM includes a One-Time Setup Charge and a Monthly Hosting Charge.
  • Monthly Hosting Charge includes ONE Quick Base application with a monthly transaction limit of 500
  • ER DIAGRAM can be run in multiple Quick Base applications, each additional application requires an additional discounted monthly charge
  • Each additional application also adds 250 to the total monthly transaction limit
  • If you need more than the standard limits, you can purchase additional packs.
  • Each additional pack will add 400 to the monthly total
       View Add-on on Partner Page    
 

INTERFAX INTEGRATION


Pricing Details:  INTERFAX INTEGRATION includes a One-Time Setup Charge and a Monthly Hosting Charge.
  • Monthly Hosting Charge includes ONE Quick Base application with a monthly transaction limit of 500 Faxes
  • INTERFAX INTEGRATION can be run in multiple Quick Base applications, each additional application requires an additional discounted monthly charge
  • Each additional application also adds 250 Faxes to the total monthly transaction limit
  • If you need more Faxes than the standard limits, you can purchase additional Fax packs.
  • Each additional pack will add 400 Faxes to the monthly total
            
 

VIKOROVATIONINTEGRATION

Ovation - Quick Base Integration
Pricing Details:  VIKOROVATIONINTEGRATION includes a One-Time Setup Charge and a Monthly Hosting Charge.
  • Monthly Hosting Charge includes ONE Quick Base application with a monthly transaction limit of 25000 Transactions
  • VIKOROVATIONINTEGRATION can be run in multiple Quick Base applications, each additional application requires an additional discounted monthly charge
  • Each additional application also adds 12500 Transactions to the total monthly transaction limit
  • If you need more Transactions than the standard limits, you can purchase additional Transaction packs.
  • Each additional pack will add 800 Transactions to the monthly total
            
Automation  (2 Quick base add-ons) 

PDF PACKAGE BUILDER

Build a Single PDF Package file by combining PDF files created by other processes that the PDF Package Builder triggers to execute.
Pricing Details:  PDF PACKAGE BUILDER includes a One-Time Setup Charge and a Monthly Hosting Charge.
  • Setup Charge includes setting up ONE Quick Base application and ONE document package. We configure your application and first document package and show you how to create your own. You can then create as many packages as you want and need...
  • Monthly Hosting Charge includes ONE Quick Base application with a monthly transaction limit of 1000 Packages
  • PDF PACKAGE BUILDER can be run in multiple Quick Base applications, each additional application requires an additional discounted monthly charge
  • Each additional application also adds 500 Packages to the total monthly transaction limit
  • If you need more Packages than the standard limits, you can purchase additional Package packs.
  • Each additional pack will add 800 Packages to the monthly total
  • The Package Builder is an automation service and requires additional add-ons to be fully activated.  The additional add-ons that can be used with Package Builder are:
    • Exact Forms Plus Batch Processor
    • XL Docs Batch Processor
    • PDF Stamper Batch Processor
    • PDF Merger

    The additional add-ons that you need will be dependant upon the type of files you need to generate as part of the final packaged document.  So make sure you include at least 1 of the above add-ons as part of your quote for an accurate total price..
  • Create various documents in succession and define the order they will be compiled
  • Create a single consolidated document (PDF) of many various document types, i.e. Word, Excel, Images, PDFs and store in Quick Base
  • Generate a complete set (package) of documents to be routed for signature
  • Include separate cover and ending pages
  • Separation pages can be incorporated between different documents
  • Documents can come from one or many related tables
  • “Bulk Package” creation for all records in a specific report
  • Package generation “runs” recorded within a detailed audit activity table

Combine the Package Builder with our other Add-ons to:

  • Send out via email utilizing Courier
  • Send out for signature and approval utilizing DocuSign and even collect info from the recipient for entry into the Quick Base database
 Click to DEMO     Automation  

TRIGGERS FOR QUICKBASE

Workflow Automation for Your Quick Base Application
Pricing Details:  TRIGGERS FOR QUICKBASE includes a One-Time Setup Charge and a Monthly Hosting Charge.
  • Setup Charge includes setting up ONE Quick Base application, ONE Trigger. You also have the option to set up the Trigger on your own which incurs NO set up fee.
  • Monthly Hosting Charge with a monthly transaction limit of 3000 Transactions
  • TRIGGERS FOR QUICKBASE can be run in multiple Quick Base applications.
  • If you need more Transactions than the standard limits, you can purchase additional Transaction packs.
  • Each additional pack will add 2500 Transactions to the monthly total

  • Advanced Processing for an additional $20/month

    • Includes Multi Record Processing
    • Includes Scheduled Triggers 
    • Limits for Multi Record Processing
    • Multi Record Process Limit 200 records via Grid-edit / Import
    • Scheduled Trigger Limit 200 records Records in the report
    • Action Result Limit 100 records Search / Update / Delete

Automation for your Quick Base application!

What is "Triggers for Quick Base"?

  • Triggers for Quick Base is an add-on that helps you automate your workflow in your Quick Base application(s).  Actions such as Add, Update, Delete and Search can be defined and executed when a specific events occur in your Quick Base application.
  • Triggers can also be "Scheduled" to run on a Daily, Weekly or Monthly basis.
  • Scheduled Triggers work off a report in your Quick Base application.  You can control what records are processed by the trigger using the flexible report building functionality in Quick Base.

How can you subscribe to "Triggers for Quick Base"? 

  • Click the Start button on this page and you'll be immediately registered for a trial.
  • Or Contact Us and we can help you get started.

 

   View Webpage View Add-on on Partner Page Automation  
Date/Time Management  (2 Quick base add-ons) 

GOOGLE CALENDAR

Organize Your Schedule with Google Calendar
Pricing Details:  GOOGLE CALENDAR includes a One-Time Setup Charge and a Monthly Hosting Charge.
  • Setup Charge includes setting up ONE Quick Base application and ONE table to use Google Calendar
  • Monthly Hosting Charge includes ONE Quick Base application with a monthly transaction limit of 10 Calendars
  • GOOGLE CALENDAR can be run in multiple Quick Base applications, each additional application requires an additional discounted monthly charge
  • Each additional application also adds 5 Calendars to the total monthly transaction limit
  • If you need more Calendars than the standard limits, you can purchase additional Calendar packs.
  • Each additional pack will add 10 Calendars to the monthly total

Organize Your Schedules with Google Calendars

Here is a list of some of the features of Google Calendar

  • Integrate the power of your online QuickBase database with Google calendar so that appointments, tasks, and activities can be managed leveraging the web's most popular online calendar. 
  • Our integration is a one-way sync from QuickBase to Google calendar.
  • Administration is easy as we use email notifications to “trigger” our sync process so you can configure whatever conditions needed to add/update to Google.
  • We provide a set of QuickBase tables for you to maintain your users and their calendars.
  • We allow you to associate your QuickBase records to as many individual calendars as needed. This allows for viewing one, many or all of your team members calendars. 
  • Enable reminders and agendas to be sent to you via email
  • You can also take advantage of integration with your smart phone to see your specific events on your mobile device.

To get started using Google Calendar, click here and follow the instructions listed in that document.

 Click to DEMO View Webpage View Add-on on Partner Page Date/Time Management  

SCHEDULER

Increase Visibility and Manageability of your Calendar Entries.
Pricing Details:  SCHEDULER includes a One-Time Setup Charge and a Monthly Hosting Charge.
  • Setup Charge includes setting up ONE Quick Base application and ONE table to use the Scheduler.
  • Monthly Hosting Charge includes ONE Quick Base application with a monthly transaction limit of 0 Users
  • SCHEDULER can be run in multiple Quick Base applications, each additional application requires an additional discounted monthly charge
  • Each additional application also adds 0 Users to the total monthly transaction limit
  • If you need more Users than the standard limits, you can purchase additional User packs.
  • Each additional pack will add 0 Users to the monthly total

Increase manageability of your Calendar Data

Here is a list of some of the features of the Scheduler

  • Multiple Calendar Views - view your calendar by Day / Week / Month.
  • Drag and Drop editing of calendar entries.  Move an appointment from one day to the next or just change the time by dragging the appointment entry and dropping it where you want it.
  • Multiple filters can be applied to your Calendar; filter by resource, event type, priority, status...whatever you want.
 Click to DEMO View Webpage View Add-on on Partner Page Date/Time Management  
Document Creation  (9 Quick base add-ons) 

EF PLUS BATCH PROCESSOR

Create MS Word documents and/or Adobe PDF documents in BULK (more than 50 at a time) from your Quick Base application(s)
Pricing Details:  EF PLUS BATCH PROCESSOR includes a One-Time Setup Charge and a Monthly Hosting Charge.
  • Setup Charge includes setting up ONE Quick Base application, ONE table and ONE document template. We configure your application and help you create your first document 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.
  • Monthly Hosting Charge includes ONE Quick Base application with a monthly transaction limit of 500 Documents
  • EF PLUS BATCH PROCESSOR can be run in multiple Quick Base applications, each additional application requires an additional discounted monthly charge
  • Each additional application also adds 250 Documents to the total monthly transaction limit
  • If you need more Documents than the standard limits, you can purchase additional Document packs.
  • Each additional pack will add 1500 Documents to the monthly total

The Exact Forms Plus Batch Processor gives you all of the same features of Exact Forms Plus with the additional ability to generate more than 50 documents in a single button click!

Here are some additional benefits of the Exact Forms Plus Batch Processor

  • Great for generating documents in batches such as Lease Agreements, Monthly Invoices, Annual Renewal Contracts etc.
  • Document creation can be "triggered" to run when an event occurs on a record in Quick Base.  So when a record is as added or updated you can automate the creation of a document using the Exact Forms Plus Batch Processor.
  • Email notifications in Quick Base are used to execute the Exact Forms Plus Batch Processor for both batch document creation and "triggered" document creation.
 Click to DEMO     Document Creation  

EXACT FORMS PLUS

Create MS Word documents and/or Adobe PDF documents from your Quick Base application(s).
Pricing Details:  EXACT FORMS PLUS includes a One-Time Setup Charge and a Monthly Hosting Charge.
  • Setup Charge includes setting up ONE Quick Base application, ONE table and ONE document template. We configure your application and help you create your first document 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.
  • Monthly Hosting Charge includes ONE Quick Base application with a monthly transaction limit of 500 Documents
  • EXACT FORMS PLUS can be run in multiple Quick Base applications, each additional application requires an additional discounted monthly charge
  • Each additional application also adds 250 Documents to the total monthly transaction limit
  • If you need more Documents than the standard limits, you can purchase additional Document packs.
  • Each additional pack will add 400 Documents to the monthly total

Create MS Word documents and/or Adobe PDF documents from your Quick Base application(s).

Here is a list of some of the features of Exact Forms Plus!

  • Create as many templates as needed on as many table(s) as needed  Proposals, Invoices, Contracts, Mailing labels, the list goes on
  • We provide a Configurator utiltiy which allows you to help collect all of the info needed for creating your documents (also helps configure embedded word tables)
  • Full use of word headers and footers
  • Insert images without having to include them in Quick Base tables as Exact Forms requires
  • All templates are stored in a Quick Base table in your application
  • Total control of how tables are embedded i.e. fonts, column widths, column headers, borders etc.
  • Handles Rich Text fields with advanced text formatting
  • Allows for static and dynamic watermarks
  • No macro embedded templates are needed
  • Use a MAC or Windows PC to configure your document template
  • You can create multiple documents with a click of a button (limit 50 per click) *
  • You can email the document as an attachment if needed *
  • You can save documents in the Amazon cloud (S3) if needed *
  • You can save documents to DropBox if needed *
  • You can route documents created using EF+ for electronic signature *
* Requires integration with additional add-on(s)		 Click to DEMO View Webpage View Add-on on Partner Page Document Creation  

EXACT FORMS PLUS AND EFP BATCH PROCESSOR

Create MS Word documents and/or Adobe PDF documents from your Quick Base application(s).
Pricing Details:  EXACT FORMS PLUS AND EFP BATCH PROCESSOR includes a One-Time Setup Charge and a Monthly Hosting Charge.
  • Setup Charge includes setting up ONE Quick Base application, ONE table and ONE document template. We configure your application and help you create your first document 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.
  • Monthly Hosting Charge includes ONE Quick Base application with a monthly transaction limit of 500 Documents
  • EXACT FORMS PLUS AND EFP BATCH PROCESSOR can be run in multiple Quick Base applications, each additional application requires an additional discounted monthly charge
  • Each additional application also adds 250 Documents to the total monthly transaction limit
  • If you need more Documents than the standard limits, you can purchase additional Document packs.
  • Each additional pack will add 400 Documents to the monthly total

Create MS Word documents and/or Adobe PDF documents from your Quick Base application(s).

Here is a list of some of the features of Exact Forms Plus!

  • Create as many templates as needed on as many table(s) as needed  Proposals, Invoices, Contracts, Mailing labels, the list goes on
  • We provide a Configurator utiltiy which allows you to help collect all of the info needed for creating your documents (also helps configure embedded word tables)
  • Full use of word headers and footers
  • Insert images without having to include them in Quick Base tables as Exact Forms requires
  • All templates are stored in a Quick Base table in your application
  • Total control of how tables are embedded i.e. fonts, column widths, column headers, borders etc.
  • Handles Rich Text fields with advanced text formatting
  • Allows for static and dynamic watermarks
  • No macro embedded templates are needed
  • Use a MAC or Windows PC to configure your document template
  • You can create multiple documents with a click of a button (limit 50 per click) *
  • You can email the document as an attachment if needed *
  • You can save documents in the Amazon cloud (S3) if needed *
  • You can save documents to DropBox if needed *
  • You can route documents created using EF+ for electronic signature *
* Requires integration with additional add-on(s)		 Click to DEMO View Webpage View Add-on on Partner Page Document Creation  

EXACT FORMS PLUS W/AMAZON S3 - BASIC

Create MS Word documents and/or Adobe PDF documents from your Quick Base application(s) and store them In Amazon S3.
Pricing Details:  EXACT FORMS PLUS W/AMAZON S3 - BASIC includes a One-Time Setup Charge and a Monthly Hosting Charge.
  • Setup Charge includes setting up ONE Quick Base application, ONE table and ONE document template. We configure your application and create your first document template and show you how to create your own. You can then create as many templates as you want and need...
  • Monthly Hosting Charge includes ONE Quick Base application with a monthly transaction limit of 500 Documents
  • EXACT FORMS PLUS W/AMAZON S3 - BASIC can be run in multiple Quick Base applications, each additional application requires an additional discounted monthly charge
  • Each additional application also adds 250 Documents to the total monthly transaction limit
  • If you need more Documents than the standard limits, you can purchase additional Document packs.
  • Each additional pack will add 400 Documents to the monthly total
  • Amazon S3 storage pricing is additional and payable directly to Amazon. You must have an Amazon account to save documents created by EF+ in Amazon.

Create MS Word documents and/or Adobe PDF documents from your QuickBase application(s) and save them in Amazon S3.

This add-on is the same as Exact Forms Plus with the only difference being that the generated files are stored in Amazon S3 instead of File Attachment fields.

  • Create as many templates as needed on as many table(s) as needed  Proposals, Invoices, Contracts, Mailing labels, the list goes on
  • We provide a Configurator utiltiy which allows you to help collect all of the info needed for creating your documents (also helps configure embedded word tables)
  • Full use of word headers and footers
  • Insert images without having to include them in Quick Base tables as Exact Forms requires
  • All templates are stored in a Quick Base table in your application
  • Total control of how tables are embedded i.e. fonts, column widths, column headers, borders etc.
  • Handles Rich Text fields with advanced text formatting
  • Allows for static and dynamic watermarks
  • No macro embedded templates are needed
  • Use a MAC or Windows PC to configure your document template
  • You can create multiple documents with a click of a button (limit 50 per click) *
  • You can email the document as an attachment if needed *
  • You can route documents created using EF+ for electronic signature *
* Requires integration with additional add-on(s)		 Click to DEMO View Webpage View Add-on on Partner Page Document Creation  

PDF MERGER

Join multiple PDF documents into a single PDF file
Pricing Details:  PDF MERGER includes a One-Time Setup Charge and a Monthly Hosting Charge.
  • Setup Charge includes setting up ONE Quick Base application, ONE table and ONE merged process
  • Monthly Hosting Charge includes ONE Quick Base application with a monthly transaction limit of 750 PDF Merges
  • PDF MERGER can be run in multiple Quick Base applications, each additional application requires an additional discounted monthly charge
  • Each additional application also adds 375 PDF Merges to the total monthly transaction limit
  • If you need more PDF Merges than the standard limits, you can purchase additional PDF Merge packs.
  • Each additional pack will add 600 PDF Merges to the monthly total

Join multiple PDF Documents into a single file 

Here is a list of some of the features of PDF Merger

  • Take PDF files from multiple file attachment fields, from one or more Quick Base Tables and merge them together into a single PDF file.
  • Take PDF files stored in Amazon S3 and merge them together into a single PDF file.
  • Save the Merged PDF file in a file attachment field or in Amazon S3
  • PDFs can also come from different records in Quick Base as we allow you to specify the Record ID# for each file
  • Use with Exact Forms Plus to 
    • insert a page in-between 2 or more documents
    • generate multiple documents merged together in a specific order for printing 
 Click to DEMO View Webpage   Document Creation  

PDF STAMPER

Dynamically "STAMP" data from Quick Base into PDF files
Pricing Details:  PDF STAMPER includes a One-Time Setup Charge and a Monthly Hosting Charge.
  • Setup Charge includes setting up ONE Quick Base application, ONE table and ONE PDF template. We configure your application and help you create your first PDF 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.
  • Monthly Hosting Charge includes ONE Quick Base application with a monthly transaction limit of 500 Files
  • PDF STAMPER can be run in multiple Quick Base applications, each additional application requires an additional discounted monthly charge
  • Each additional application also adds 250 Files to the total monthly transaction limit
  • If you need more Files than the standard limits, you can purchase additional File packs.
  • Each additional pack will add 400 Files to the monthly total

Dynamically "STAMP" data from Quick Base into PDF files with ease

Here is a list of some of the features of PDF Stamper

  • Take industry specific pre-formatted pdf files and "STAMP" variable data from Quick Base into predetermined positions throughout the PDF.  ex:  W-4, I-9, AIA Forms etc
  • Company brochures already designed in PDF format can be personalized for your clients and/or business partners
  • Manage your PDF Templates right in your Quick Base application
  • "STAMP" images stored in file attachment fields into PDF files
  • "STAMP" barcodes generated from fields in Quick Base into PDF files
  • "STAMP" multi-page PDF files
  • Multi-Record Processing - use our PDF Stamper Batch Processor* that can stamp multiple PDF files in a single button click
* Requires integration with additional add-on(s)		 Click to DEMO View Webpage View Add-on on Partner Page Document Creation  

PDF STAMPER BATCH PROCESSOR

Dynamically "STAMP" data from Quick Base into PDF files in BULK (more than 50 at a time)
Pricing Details:  PDF STAMPER BATCH PROCESSOR includes a One-Time Setup Charge and a Monthly Hosting Charge.
  • Setup Charge includes setting up ONE Quick Base application, ONE table and ONE PDF template. We configure your application and help you create your first PDF 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.
  • Monthly Hosting Charge includes ONE Quick Base application with a monthly transaction limit of 2000 Files
  • PDF STAMPER BATCH PROCESSOR can be run in multiple Quick Base applications, each additional application requires an additional discounted monthly charge
  • Each additional application also adds 1000 Files to the total monthly transaction limit
  • If you need more Files than the standard limits, you can purchase additional File packs.
  • Each additional pack will add 1500 Files to the monthly total

The PDF Stamper Batch Processor gives you all of the same features of the PDF Stamper with the additional ability to "STAMP" more than 50 PDFs in a single button click! 

Here are some additional benefits of the PDF Stamper Batch Processor

  • Great for "STAMPING" documents in batches such as Brochures, Certificates, Industry Forms etc.
  • Document "STAMPING" can be "triggered" to run when an event occurs on a record in Quick Base.  So when a record is as added or updated you can automate the stamping of a PDF using the PDF Stamper Batch Processor.
  • Email notifications in Quick Base are used to execute the PDF Stamper Batch Processor for both batch document stamping and "triggered" document stamping.
 Click to DEMO View Webpage View Add-on on Partner Page Document Creation  

XL DOCS

Create MS Excel and CSV files from your Quick Base application(s).
Pricing Details:  XL DOCS includes a One-Time Setup Charge and a Monthly Hosting Charge.
  • Setup Charge includes setting up ONE Quick Base 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.
  • Monthly Hosting Charge includes ONE Quick Base application with a monthly transaction limit of 500 Files
  • XL DOCS can be run in multiple Quick Base applications, each additional application requires an additional discounted monthly charge
  • Each additional application also adds 250 Files to the total monthly transaction limit
  • If you need more Files than the standard limits, you can purchase additional File packs.
  • Each additional pack will add 400 Files to the monthly total

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 "Quick Base 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 Quick Base *
 * Requires integration with additional add-on(s)		 Click to DEMO View Webpage View Add-on on Partner Page Document Creation  

XL DOCS BATCH PROCESSOR

Create MS Excel and CSV files in BULK (more than 50 at a time) from your Quick Base application(s)
Pricing Details:  XL DOCS BATCH PROCESSOR includes a One-Time Setup Charge and a Monthly Hosting Charge.
  • Setup Charge includes setting up ONE Quick Base 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.
  • Monthly Hosting Charge includes ONE Quick Base application with a monthly transaction limit of 2000 Files
  • XL DOCS BATCH PROCESSOR can be run in multiple Quick Base applications, each additional application requires an additional discounted monthly charge
  • Each additional application also adds 1000 Files to the total monthly transaction limit
  • If you need more Files than the standard limits, you can purchase additional File packs.
  • Each additional pack will add 1500 Files to the monthly total
   Click to DEMO     Document Creation  
Electronic Signatures  (2 Quick base add-ons) 

DOCUSIGN FOR QUICKBASE

Fast, easy and secure way to send, sign, track and store documents from Quick Base.
Pricing Details:  DOCUSIGN FOR QUICKBASE includes a One-Time Setup Charge and a Monthly Hosting Charge.
  • Setup Charge includes setting up ONE Quick Base application, ONE table and ONE DocuSign tagged document template
  • Monthly Hosting Charge includes ONE Quick Base application with a monthly transaction limit of 300 Envelopes
  • DOCUSIGN FOR QUICKBASE can be run in multiple Quick Base applications, each additional application requires an additional discounted monthly charge
  • Each additional application also adds 150 Envelopes to the total monthly transaction limit
  • If you need more Envelopes than the standard limits, you can purchase additional Envelope packs.
  • Each additional pack will add 200 Envelopes to the monthly total
  • DocuSign pricing is additional and payable directly to DocuSign. You must have a DocuSign account to use this add-on.

Easily route documents for electronic signature

Here is a list of some of the features of DocuSign for Quick Base

  • DocuSign for Quick Base supports the sending of any type of document requiring a signature stored in your Quick Base application(s) to any email address stored on your records. 
  • Updates to Quick Base 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 Quick Base 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 Quick Base
  • Accept CREDIT CARDS! without violating Quick Base 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 Quick Base 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. 

 Click to DEMO View Webpage View Add-on on Partner Page Electronic Signatures  

QB SIGNATURES

Capture Electronic Signatures for your Quick Base records!​
Pricing Details:  QB SIGNATURES includes a One-Time Setup Charge and a Monthly Hosting Charge.
  • Setup Charge includes setting up ONE Quick Base application, ONE table and ONE file attachment field to store the signature file
  • Monthly Hosting Charge includes ONE Quick Base application with a monthly transaction limit of 1000 Signatures
  • QB SIGNATURES can be run in multiple Quick Base applications, each additional application requires an additional discounted monthly charge
  • Each additional application also adds 500 Signatures to the total monthly transaction limit
  • If you need more Signatures than the standard limits, you can purchase additional Signature packs.
  • Each additional pack will add 800 Signatures to the monthly total

Capture Electronic Signatures for your Quick Base Records! 

Here is a list of some of the features of Signatures for Quick Base

  • Capture signatures as image files and store them in file attachment fields
  • Require a Name and Title to be entered by the signer
  • Require the signer to view a terms file before signing
  • Store the Terms file for review by the signer in a file attachment field on the same record or in a Document Library table
  • The Terms file can also be a file created using Exact Forms Plus so it can be personalized for the signer
  • Works great on mobile devices
 Click to DEMO View Webpage View Add-on on Partner Page Electronic Signatures  
Email/Text Processing  (4 Quick base add-ons) 

DOCUMENT PARSER


Pricing Details:  DOCUMENT PARSER includes a One-Time Setup Charge and a Monthly Hosting Charge.
  • Monthly Hosting Charge includes ONE Quick Base application with a monthly transaction limit of 250 Files
  • DOCUMENT PARSER can be run in multiple Quick Base applications, each additional application requires an additional discounted monthly charge
  • Each additional application also adds 125 Files to the total monthly transaction limit
  • If you need more Files than the standard limits, you can purchase additional File packs.
  • Each additional pack will add 200 Files to the monthly total
  • Parses PDF document from an email attachment, matches the keywords from the document and inserts data into a table in your Quick Base application.
  • You need to provide us a sample PDF document that you would like to parse and identify the keywords from which you would like to extract the information from.
  • We will allow you to map the keywords from your PDF document to fields from your Quick Base table.
  • Once we have mapping in place, you can send out an email with one or more PDF documents to a specific email address.
  • We will insert records into a table with keyword values from the attached PDF document.
  • We can also insert PDF documents as file attachments to the same table.
Click to DEMO     Email/Text Processing  

EMAIL PARSER

Process INBOUND emails into your Quick Base application
Pricing Details:  EMAIL PARSER includes a One-Time Setup Charge and a Monthly Hosting Charge.
  • Setup charge is based on the email parsing requirements of your request.
  • Monthly Hosting Charge with a monthly transaction limit of 750 Emails
  • If you need more Emails than the standard limits, you can purchase additional Email packs.
  • Each additional pack will add 600 Emails to the monthly total

Process Email Messages in your Quick Base application

Here are some of the features of Email Parser for Quick Base

  • Email parser parses the email that you have sent to a specific email address and inserts/updates information to one or more tables.
  • Provide us with your email template for mapping the email elements and fields to your Quikc Base table.
  • It can parse the sender, email subject, email message body and upload email attachments.
  • Monitor the email activity/logs to see when emails were received and which records were added/updated.
 Click to DEMO     Email/Text Processing  

QB COURIER

Advanced Email Notifications and Reminders.
Pricing Details:  QB COURIER includes a One-Time Setup Charge and a Monthly Hosting Charge.
  • Setup Charge includes setting up ONE Quick Base application and ONE courier configuration email template
  • Monthly Hosting Charge includes ONE Quick Base application with a monthly transaction limit of 2500 Emails
  • QB COURIER can be run in multiple Quick Base applications, each additional application requires an additional discounted monthly charge
  • Each additional application also adds 1250 Emails to the total monthly transaction limit
  • If you need more Emails than the standard limits, you can purchase additional Email packs.
  • Each additional pack will add 2000 Emails to the monthly total
  • You get 5 email configuration templates for the base price. You can purchase additional email configurations in packs of 5 for $15 more per month. Each additional application gives you 5 more as well.

Enhanced functionality when it comes to sending email notifications to users and NON-users of your application

Here is a list of some of the features of Courier for QuickBase

Email Notifications:

  • Send emails with file(s) attached to them. The files can reside in file attachment fields or in Amazon S3
  • Change the "FROM" address of the email message. Use an email address from each record being processed or use a generic email address for all records being processed.
  • Use your own mail server to send the email messages.  Provide us with a dedicated userid and password and we'll connect to your mail server to send out the messages
  • Schedule email messages to be sent on a daily, weekly, or monthly basis
  • Send an email "on demand", with a click of a button you can send your email messages without waiting for the overnight process to run

Reminders:

  • Send reminders to NON QuickBase users
  • Include "CC" and "BCC" email addresses for all reminders
  • Customize the message subject and body to include fields from your QuickBase records(s)
  • Include file attachments with your reminder messages, use a file from each record and/or include additional generic files

Execution Options:

  • Triggered execution run based on a "change" event in QuickBase. A QuickBase email notification is designed in your application to fire when a record is added/updated/deleted which will then initiate the QB Courier process to be executed.
  • On-Demand execution runs an email "campaign" whenever you want, with a click of a button.
  • Scheduled execution runs an email "campaign" on a scheduled basis; daily, weekly, monthly
Want to track the email activity in your own QuickBase Application?  Courier for QuickBase can insert an email activity record in a table within your QuickBase application...automatically connecting it to the record in the table in your application that it was sent for! 		 Click to DEMO View Webpage View Add-on on Partner Page Email/Text Processing  

TEXT MY QB

Send Text Messages From Quick Base
Pricing Details:  TEXT MY QB includes a One-Time Setup Charge and a Monthly Hosting Charge.
  • Setup Charge includes setting up ONE Quick Base application and ONE Text Message Configuration
  • Monthly Hosting Charge includes ONE Quick Base application with a monthly transaction limit of 1000 Texts
  • TEXT MY QB can be run in multiple Quick Base applications, each additional application requires an additional discounted monthly charge
  • Each additional application also adds 500 Texts to the total monthly transaction limit
  • If you need more Texts than the standard limits, you can purchase additional Text packs.
  • Each additional pack will add 800 Texts to the monthly total

  • The Setup or design charge may vary depending on the functionality being requested, ie what criteria is involved in determining when and who to send the text message(s) to.
    You must also subscribe to CDYNE which is the SMS service provider that we use.   

    For more information click this lnk to our documentation site for Text My Quick Base

   Click to DEMO View Webpage View Add-on on Partner Page Email/Text Processing  
File Management  (7 Quick base add-ons) 

AMAZON S3 - BASIC

Store your files in the Amazon Cloud instead of Quick Base File Attachment Fields.
Pricing Details:  AMAZON S3 - BASIC includes a One-Time Setup Charge and a Monthly Hosting Charge.
  • Setup Charge includes setting up ONE Quick Base application and ONE table to use Amazon S3 Basic
  • Monthly Hosting Charge includes ONE Quick Base application with a monthly transaction limit of 1000 Files
  • AMAZON S3 - BASIC can be run in multiple Quick Base applications, each additional application requires an additional discounted monthly charge
  • Each additional application also adds 500 Files to the total monthly transaction limit
  • If you need more Files than the standard limits, you can purchase additional File packs.
  • Each additional pack will add 750 Files to the monthly total
  • Amazon S3 storage pricing is additional and payable directly to Amazon. You must have an Amazon account to use this add-on.

Store your Quick Base Data Files in Amazon S3

Here is a list of some of the features of Amazon S3 Basic

  • Reduce File Attachment space consumption in your application(s) by storing files in Amazon S3
  • Files stored in Amazon S3 are accessible directly from your Quick Base application(s), with a file download link
  • Share your files stored in Amazon S3 with non-users of Quick Base
  • This is a single file upload add-on with no revision history
 Click to DEMO View Webpage View Add-on on Partner Page File Management  

AMAZON S3 - BASIC WITH SWEEP

Store your files in the Amazon Cloud instead of Quick Base File Attachment Fields.
Pricing Details:  AMAZON S3 - BASIC WITH SWEEP includes a One-Time Setup Charge and a Monthly Hosting Charge.
  • Setup Charge includes setting up ONE Quick Base application, ONE table and ONE file attachment field to be swept to Amazon S3.
  • Each additional File Attachment field to be swept adds $10 to the monthly hosting charge.
  • Monthly Hosting Charge includes ONE Quick Base application with a monthly transaction limit of 1000 Files
  • AMAZON S3 - BASIC WITH SWEEP can be run in multiple Quick Base applications, each additional application requires an additional discounted monthly charge
  • Each additional application also adds 500 Files to the total monthly transaction limit
  • If you need more Files than the standard limits, you can purchase additional File packs.
  • Each additional pack will add 750 Files to the monthly total
  • Amazon S3 storage pricing is additional and payable directly to Amazon. You must have an Amazon account to use this add-on.

Store your Quick Base Data Files in Amazon S3

Here is a list of some of the features of Amazon S3 Basic with File Attachment Sweep

  • Reduce File Attachment space consumption in your application(s) by storing files in Amazon S3
  • Files stored in Amazon S3 are accessible directly from your Quick Base application(s), with a file download link
  • Share your files stored in Amazon S3 with non-users of Quick Base
  • Use native file attachment fields during normal business hours so your users do not see any difference in their current file upload processes.
  • The file attachment sweep process is scheduled to run daily, off hours, to move files in file attachment fields to Amazon S3 
  • Offload your existing files stored in File Attachment fields to Amazon S3 with a one-time run of our File Attachment Sweep application. (additional costs apply for initial file attachment fields sweeps)
  • Additionally, files can be "triggered" to be moved from file attachment fields to Amazon S3 once a new record is added to your table. 
  • Multiple files attachment fields can be setup to be swept
 Click to DEMO View Webpage View Add-on on Partner Page File Management  

AMAZON S3 - DOCUMENT MGMT

Store your files in the Amazon Cloud instead of Quick Base File Attachment Fields and track revisions history.
Pricing Details:  AMAZON S3 - DOCUMENT MGMT includes a One-Time Setup Charge and a Monthly Hosting Charge.
  • Setup Charge includes setting up ONE Quick Base application and ONE table to use Amazon S3 DocMgt
  • Monthly Hosting Charge includes ONE Quick Base application with a monthly transaction limit of 1000 Files
  • AMAZON S3 - DOCUMENT MGMT can be run in multiple Quick Base applications, each additional application requires an additional discounted monthly charge
  • Each additional application also adds 500 Files to the total monthly transaction limit
  • If you need more Files than the standard limits, you can purchase additional File packs.
  • Each additional pack will add 750 Files to the monthly total
  • Amazon S3 storage pricing is additional and payable directly to Amazon. You must have an Amazon account to use this add-on.

Store your Quick Base Data Files in Amazon S3 and Track Revisions History

Here is a list of some of the features of Amazon S3 with Document Management

  • Reduce File Attachment space consumption in your application(s) by storing files in Amazon S3
  • Files stored in Amazon S3 are accessible directly from your Quick Base application(s), with a file download link
  • Share your files stored in Amazon S3 with non-users of Quick Base
  • This is a single file upload add-on and it maintains revision history
 Click to DEMO View Webpage View Add-on on Partner Page File Management  

AMAZON S3 - MULTIFILE FOR S3

Upload one or more files to the Amazon Cloud with a single button click.
Pricing Details:  AMAZON S3 - MULTIFILE FOR S3 includes a One-Time Setup Charge and a Monthly Hosting Charge.
  • Setup Charge includes setting up ONE Quick Base application and ONE table to use Amazon S3 Multifile
  • Monthly Hosting Charge includes ONE Quick Base application with a monthly transaction limit of 1000 Files
  • AMAZON S3 - MULTIFILE FOR S3 can be run in multiple Quick Base applications, each additional application requires an additional discounted monthly charge
  • Each additional application also adds 500 Files to the total monthly transaction limit
  • If you need more Files than the standard limits, you can purchase additional File packs.
  • Each additional pack will add 750 Files to the monthly total
  • Amazon S3 storage pricing is additional and payable directly to Amazon. You must have an Amazon account to use this add-on.

Store your Quick Base Data Files in Amazon S3 

Here is a list of some of the features of Amazon S3 Multifile - Upload more than one file in a single transaction!

  • Reduce File Attachment space consumption in your application(s) by storing files in Amazon S3
  • Files stored in Amazon S3 are accessible directly from your Quick Base application(s), with a file download link
  • Share your files stored in Amazon S3 with non-users of Quick Base
  • Upload one or more files in a single transaction
  • Assign a "category" or "type" to each file uploaded during the single transaction
  • Store additional information (metadata) for each file when using the detail file option
 Click to DEMO View Webpage View Add-on on Partner Page File Management  

EZ FILE IMPORTER

Import data from any Excel based spreadsheet into one or many table(s) in Quick Base. Setup repeatable "Mappings" for columns in your files to fields in your tables.
Pricing Details:  EZ FILE IMPORTER includes a One-Time Setup Charge and a Monthly Hosting Charge.
  • Setup Charge includes setting up ONE Quick Base application and ONE file import configuration
  • Monthly Hosting Charge includes ONE Quick Base application with a monthly transaction limit of 10000 Records
  • EZ FILE IMPORTER can be run in multiple Quick Base applications, each additional application requires an additional discounted monthly charge
  • Each additional application also adds 5000 Records to the total monthly transaction limit
  • If you need more Records than the standard limits, you can purchase additional Record packs.
  • Each additional pack will add 8000 Records to the monthly total

Easily Import Data into Quick Base

Here is a list of some of the highlights of EZ File Importer:

  • Easy to configure - add field mappings of your Excel spreadsheet columns to field(s) in each Quick Base table that you want to import into
  • Importing is as simple as saving your file into a file attachment field
  • Our import process will either insert or update records (based on the key) in the target table
  • An Activity table is also installed in your app to monitor details of each import
 Click to DEMO     File Management  

FILE ATTACHMENT SWEEP

Move File Attachments from table to table and/or App to App
Pricing Details:  FILE ATTACHMENT SWEEP includes a One-Time Setup Charge and a Monthly Hosting Charge.
  • Setup Charge includes setting up ONE Quick Base application, ONE table and ONE file attachment field to be swept.
  • Each additional File Attachment field to be swept adds $10 to the monthly hosting charge
  • Monthly Hosting Charge includes ONE Quick Base application with a monthly transaction limit of 1000 Files
  • FILE ATTACHMENT SWEEP can be run in multiple Quick Base applications, each additional application requires an additional discounted monthly charge
  • Each additional application also adds 500 Files to the total monthly transaction limit
  • If you need more Files than the standard limits, you can purchase additional File packs.
  • Each additional pack will add 750 Files to the monthly total
  • For One Time Sweep requests there will be no monthly hosting charge, instead there will be a one-time sweep charge based on the # of file attachment fields, # of records with files to be swept and the overall size of the entire sweep.

Move File Attachments from table to table and/or App to App

Here is a list of some of the features of Amazon S3 Basic with File Attachment Sweep

  • Reduce File Attachment space consumption in your application(s) by storing files in Amazon S3
  • Files stored in Amazon S3 are accessible directly from your Quick Base application(s), with a file download link
  • Share your files stored in Amazon S3 with non-users of Quick Base
  • Use native file attachment fields during normal business hours so your users do not see any difference in their current file upload processes.
  • The file attachment sweep process is scheduled to run daily, off hours, to move files in file attachment fields to Amazon S3 
  • Offload your existing files stored in File Attachment fields to Amazon S3 with a one-time run of our File Attachment Sweep application. (additional costs apply for initial file attachment fields sweeps)
  • Additionally, files can be "triggered" to be moved from file attachment fields to Amazon S3 once a new record is added to your table. 
  • Multiple files attachment fields can be setup to be swept
 Click to DEMO View Webpage View Add-on on Partner Page File Management  

MULTIFILE - FILE ATTACHMENT

Upload one or more files to Quick Base in a single transaction
Pricing Details:  MULTIFILE - FILE ATTACHMENT includes a One-Time Setup Charge and a Monthly Hosting Charge.
  • Setup Charge includes setting up ONE Quick Base application and ONE table to upload multiple files at a time
  • Monthly Hosting Charge includes ONE Quick Base application with a monthly transaction limit of 1500 Files
  • MULTIFILE - FILE ATTACHMENT can be run in multiple Quick Base applications, each additional application requires an additional discounted monthly charge
  • Each additional application also adds 750 Files to the total monthly transaction limit
  • If you need more Files than the standard limits, you can purchase additional File packs.
  • Each additional pack will add 1000 Files to the monthly total

Upload one or more files to Quick Base in a single transaction

Here is a list of some of the features of Multi-file File Attachment

  • Select multiple files to be uploaded into Quick Base.
  • Use drag and drop to select the files to upload.
  • Uploaded files are stored in a "child" or "details" table and related back to the "parent" record from where the upload was initiated.
  • Maintain a document library table, storing all files in a single table, related to multiple "parent" tables.
  • Add as much metadata to the document library table as you need, its a standard Quick Base table that you have full control over.
  • Meta data can be viewed/edited right from the upload file window
  • Choose to allow duplicate files to be uploaded or not
  • Each file selected must not exceed 20MB in size.  The total of all files selected can exceed 20MB but each file must be less than 20MB.
 Click to DEMO View Webpage View Add-on on Partner Page File Management  
Utility Add-ons  (3 Quick base add-ons) 

DOCUMENTOR

Create Detailed Documentation for your Quick Base applications
Pricing Details:  DOCUMENTOR includes a One-Time Setup Charge and a Monthly Hosting Charge.
  • Setup Charge includes documenting ONE Quick Base application.
  • Monthly Hosting Charge includes ONE Quick Base application
  • DOCUMENTOR can be run in multiple Quick Base applications, each additional application requires an additional discounted monthly charge
  • Setup charge is for applications with up to 10 tables. Applications with more than 10 tables require custom pricing.

Documentor for Quick Base is ideal for anyone who needs to quickly produce high quality Quick Base database documentation

Here is a list of some of the features of Documentor for Quick Base

  • QB Documentor is a fast, simple tool which automatically generates Quick Base database documentation.
  • You can create documents in Microsoft Word/PDF or view the information in a familiar Quick Base application format. Information about table, field and report definitions and dependencies is automatically included, and you can add further descriptions about your Quick Base as needed.
  • It also keeps track of any modifications made to your Quick Base providing a level of version control. Actual modifications are tracked and logged so you know when and what was modified in the Quick Base application.
 Click to DEMO View Webpage View Add-on on Partner Page Utility Add-ons  

IMAGE RESIZER AND ROTATOR

Rotate and/or Resize images within file attachment fields
Pricing Details:  IMAGE RESIZER AND ROTATOR includes a One-Time Setup Charge and a Monthly Hosting Charge.
  • Setup Charge includes setting up ONE Quick Base application and ONE table to Resize and Rotate files
  • Monthly Hosting Charge includes ONE Quick Base application with a monthly transaction limit of 500
  • IMAGE RESIZER AND ROTATOR can be run in multiple Quick Base applications, each additional application requires an additional discounted monthly charge
  • Each additional application also adds 250 to the total monthly transaction limit
  • If you need more than the standard limits, you can purchase additional packs.
  • Each additional pack will add 400 to the monthly total

Rotate and/or Resize images within file attachment fields

Here is a list of some of the useful features of Image Rotator/Resizer

  • Rotating images is done in degrees (90, 180, 270) and can be done individually or you can rotate all images in the same record with one button click!
  • Resizing images is as simple as a click of a button. Simply upload your image into a file attachment field, save the record and click the Resize Image Button. Images are resized to a pre-configured height and width.
 Click to DEMO View Webpage   Utility Add-ons  

QB MAPS

View a Google Map that shows multiple locations from your Quick Base table(s)
Pricing Details:  QB MAPS includes a One-Time Setup Charge and a Monthly Hosting Charge.
  • Setup Charge includes setting up ONE Quick Base application and ONE table to display address data on a Google Map
  • Monthly Hosting Charge includes ONE Quick Base application with a monthly transaction limit of 5000 Address Plots
  • QB MAPS can be run in multiple Quick Base applications, each additional application requires an additional discounted monthly charge
  • Each additional application also adds 2500 Address Plots to the total monthly transaction limit
  • If you need more Address Plots than the standard limits, you can purchase additional Address plot packs.
  • Each additional pack will add 4000 Address Plots to the monthly total

View a Google Map that shows multiple locations from your Quick Base table(s)

Here is a list of some of the features of Maps for Quick Base

  • View locations from 2 tables on a single map
  • Pass in a target location and find all locations surrounding it within a specified radius (in miles). The target location and surrounding locations do not have to be in the same Quick Base table.
  • Locations List - see a list of all locations plotted on the map, click on a location in the list watch the pushpin “bounce” to easily identify it on the map!
  • Driving Directions – click on a location in the list, enter a destination and click Get Directions to retrieve a printable turn by turn driving directions report
  • Show different information from your Quick Base tables in the push pin Pop-up window for each table.
  • Click the pushpins in the maps to see information from your Quick Base record.
  • Map pins are plotted based on Latitude and Longitude coordinates
     

 

 Click to DEMO View Webpage View Add-on on Partner Page Utility Add-ons  
Report Name *
Description
Reports and Charts Panel
Each table has a panel listing its reports and charts, organized in groups.
This report will be listed only for you, in the group Mine.
Only you can see the report in the panel. You can't ever list it for other users. You can still let others open it by sending them links.
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, Quick Base 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, Quick Base finds three different locations for Acme. A single value in the column you're converting can only match one value in any additional field. Quick Base 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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