Export an item to pdf

[delia (Délia Figueira)]

Hello,
Right now, it is only possible to export an item to Excel but not to PDF.
In the CRM product, it is only possible to edit an invoice.

I would like to be able to export an item into pdf and be able to have an editor to select which values I want to export depending on the choice of the column to export.

For example the uses cases would be : export to pdf the profile of a person, a cutomer request or a product, whare all the values are in an item.

It could be also the possibility to send a nice document to customers or to other departments internally, or to print it.

This feature request is similar but talks only about updates.

Export PDF or Print Updates tab view to PDF

I need to export to PDF or Print (to PDF.) One update or all the updates on an item. Ideally, images would print inline, too, and not break across pages. I think more than find if embedded and attached files display the name with hyperlink to url of the doc if you can go the PDF export route. Even just printing the text with rich text formatting would be better than the nothing we can print now. Data is basically lost in monday and cannot get it out for use as longitudinal documentation in the …

[lwtriad (Lisa J)]

I just started using the DocuGen app

[Kimb (Kim Berney)]

Hi @lwtriad @delia ,

Exporting to PDF was a specific requirement from one of our clients - McDonalds!

If you’d like to see how we did it, I’ll be running a 30min webinar on the 21st of Nov @12.15pm (GMT), to showcase the McDonalds solution.

Feel free to join by registering here !

I’ll speak through the maccas problem statement, demo the solution, talk through our process and the outcome.

[nishanth.thimmareddy]

Hi @Kimb,

Good to know that you have a solution, can I get to see the recording for this webinar? I’d love to take a look at your solution. Thanks.

Regards,
Nishanth T

[Kimb (Kim Berney)]

Hi @nishanth.thimmareddy, thanks for your comment.
Unfortunately, due to privacy concerns, this webinar wasn’t recorded.

I’ll touch-base if we conduct another one.
Best,
Kim

[johannesgeyer]

Hi @nishanth.thimmareddy , Hi @delia ,

With the DocExport PDF Generator app you can create PDFs exactly like you want.

The concept is using a docx file as a template which will exported as a PDF and automatically saved into a file column. Your ‘editor’ is Microsoft Word to give you full flexibility

In the template itself, you can use placeholders wherever you want to insert data from your board.

If you already have an existing document, you can simply add placeholders and use it as template already (company profile, quote, invoice, contract, etc.).

From there, you can use automations:

Here you can see a quick tutorial of how it works:

DocExport PDF Generator for monday.com - First Steps

Would this solution solve your request?