Streamline your entire document workflow with one click.
Eliminate hours of manual assembly. Package Builder automatically generates every document in the right order and consolidates them into a single PDF, getting you instantly ready to route for approval.
From numerous documents to one polished package
Stop spending hours assembling document sets by hand. Package Builder orchestrates the whole process from multiple related records across your applications.
Real-time generation
Every document in the package is generated and compiled in the moment. No waiting, no manual hand-offs between tools.
Any document type
Word, Excel, images, and PDFs all combine into one seamless PDF package.
Route for approval
The consolidated PDF is immediately ready to send for signature and approval without extra steps between building and routing.
Audit trail visibility
Every package generation run is automatically recorded in a detailed activity log, providing complete visibility into package generation.
The building blocks of a complete package
Everything you need to define, generate, and deliver a professional document package from a single record.
Complete document set generation
Define which documents belong and Package Builder generates and assembles all of them in one run.
Defined document order
Specify the exact sequence your documents should appear in the final PDF.
Cover & ending pages
Add a branded cover page at the front and a professional ending page at the back, configurable using your own Word template.
Separation pages
Insert divider pages between document sections to keep the package clearly organized and easy for reviewers to navigate.
Multi-table document sources
Pull documents from one or more related Quickbase tables into the same package, getting the right data from the right place, every time.
Store directly in Quickbase, Amazon S3, or Dropbox
Save the finished package PDF automatically back to the originating record in Quickbase — no downloads or manual uploads required. Or, save in Amazon S3 or Dropbox.
Commonly Generated Documents
- Employee Onboarding
- Project Proposals
- Executive Summaries
- Insurance Claim Documents
- New Patient files
- Medical Billing records
From generation to signature in one workflow
Package Builder pairs naturally with other Quickbase extensions to create a fully automated document lifecycle.
Courier
Send generated documents as email attachments directly from your app, so files reach customers and partners without manual downloads or forwarding.
JuicedSign
Route documents for approval and signature with an e-signature solution designed specifically for Quickbase workflows.
Exact Forms Plus
Create Word and PDF documents directly from your data. Ready to send for approval or signature.