Export to Custom XLSX or PDF (FORM - Document Generation)

[khopper]

I have been searching through the forms and can't seem to find what I am looking for.

I want to populate an existing XLSX form with Data from the CRM or maybe create a report that will output something like the below image attachment wither if its an XLSX or PDF doesn't really matter the output as long as it looks similar. Is there any way to accomplish this? Such as a Document Generation feature with uses uploaded templates.

[tanya]

Hello
https://www.espocrm.com/video/export...-excel-format/
https://www.espocrm.com/documentatio...-guide/quotes/ - you can create template for any entity, but you need to add the action to detail view

http://forum.espocrm.com/forum/developer-help/28212-how-to-create-pdf

http://forum.espocrm.com/forum/developer-help/7925-print-to-pdf-for-custom-entities

also PHPExcel is available and you can develop xlsx file filling

[khopper]

Great! I have started testing with "PHPExcel" however this one post is the only one of PHPExcel in the entire forum!
How can I referance the current account in say a click button/link to generate my document from the account/lead/etc... to my newly created PHP generation file?
I'm pulling from the DB obviously but need the query to see the account i am currently on when doing so.