Export an item to pdf

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.

I just started using the DocuGen app

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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. :boom:

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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.

Nishanth T

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.

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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 :slight_smile:

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:

Would this solution solve your request?