I am building a base for our clients. Goal is to have them access their data through a portal. They will want to print professionally formatted reports with our company logo and page breaks. Are the print options in portals the same as interfaces? If so, this will not fit our needs. Would you suggest we use a 3rd party such as Documint?
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Yes, the print options in portals are the same as in interfaces, so you would need to use a 3rd-party document creation app.
Here are a few popular solutions for generating documents from Airtable that can do what you’re looking to do:
- DocuMint — you mentioned this one above. This is the original document creation app for Airtable. Creates PDF files.
- DocsAutomator — creates Google Docs documents or PDF files.
- Make’s integrations — which can be integrated with any document-creation app of your choosing, even something as simple as custom Microsoft Word documents.
If you’ve never used Make before, I’ve assembled a bunch of Make training resources in this thread. For example, here is one way that you can instantly trigger a Make automation from Airtable.
Hope this helps!
If you’d like to hire the best Airtable consultant to help you with this or anything Airtable-related, please feel free to contact me through my website: Airtable consultant — ScottWorld
Thank you!
You’re welcome! Glad I could help!
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