Template Builder

Create beautiful documents from QuickBase with a few simple clicks.

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The Template Builder tool is a Microsoft Word add-on which allows users to create, generate, manage, and even email Word and PDF files directly from QuickBase. Developed to help QuickBase users speed up common tasks requiring document creation.

Discover the Features

Template Builder is packed with features, yet easy to use

  • Easily create beautiful document templates in Microsoft Word.
  • Create documents with user-friendly drag n’ drop interface.
  • Use the custom user-interface to generate documents, populated with data from your QuickBase application, with the click of a button.
  • Create and export files to preview, or save files back to QuickBase.
  • Email files to employees, customers, sales, leads, and more, all from your email domain.

Learn how MCFTech’s Application Management Program, or AMP, can help you manage your entire Application Lifecycle

Realize the Benefits

Save time, energy, and ensure your team is providing clients and other resources with the proper documents

  • Save time by generating documents in seconds, not hours
  • Ensure your documents are consistent with revision control
  • Easily collaborate on documents with your workforce, in the same room, or across the globe
  • Easily update document templates with new fields, graphics, images, and more so everyone in your organization is creating standard documents

Ready to get started? Contact us today for pricing and implementation information

Create and Deliver

The Template Builder can be used to create a wide range of beautiful business documents including:

  • Invoices
  • Project Plans
  • Contracts
  • Agreements
  • Quotes
  • Offer Letters and More

 DISCOVER MORE