Design a template once, then generate clean, on-brand documents from any record or report — on demand or thousands at a time — and attach them right back to Quickbase.
Lay out your document visually and drop in any Quickbase field, formula, or related record.
Generate one PDF from a button on a record, or thousands at once from a saved report.
Finished files land in the file field you choose, so the document lives where the data does.
Real pagination, repeating headers, and dynamic totals — the things generic exports get wrong.
Render related records as clean tables with subtotals, perfect for invoices and work orders.
Your logo, fonts, and colors baked in, so every document looks like it came from you.
Drag fields from your Quickbase app onto the page, style it once, and every record renders to match — no code, no design tool.
Every field, formula, and related table from your app is right there to place.
Fonts, colors, logo, and layout set once — applied to every document forever.
Watch a real record render as you design, so what you build is what you send.
Same data. The difference is everything your client actually sees.
Export, reformat in a spreadsheet, wrestle the print layout, save a PDF, attach it back by hand.
| Description | Qty | Rate | Amount |
|---|---|---|---|
| Permit review — Phase 1 | 1 | $1,200 | $1,200.00 |
| Site inspection | 2 | $320 | $640.00 |
| Filing & processing | 1 | $185 | $185.00 |
| Document certification | 1 | $95 | $95.00 |
One click from the record. On-brand, paginated, and filed back automatically.
Bill straight from billing records with line items, totals, and your remittance details.
Hand technicians a clean order pulled live from the dispatch record.
Compliance-ready reports with photos, signatures, and timestamps from the field.
Generate completion certificates or award letters in bulk from a report.
Turn an opportunity record into a branded quote your buyer can sign.
Produce consistent, formatted documents government reviewers expect.
Add it to your existing Quickbase from your dashboard — nothing to deploy.
Configure it yourself with point-and-click. No statement of work, no implementation fee.
Flat base plus transparent usage. Self-qualify before you ever talk to us.
QB2PDF handles its piece — these handle what happens next.
One flat monthly base with a generous allotment built in — no setup fees, no per-seat math, no consultant invoice. A rounding error next to the hours it gives back every month.
Connect your Quickbase and have it working before your next stand-up.
Start your 14-day free trial