I can help you with your PDF issue.
Hi, I already did that a couple of times,
The solution I used, however, implied some knowledge of PHP, since I used a a PHP-Library to create PDFs and wrote a PHP Class to create invoices on-the-fly.
IF this can help, I could also write a PHP Script for what you are looking for, but it won't be part of this bid, as you outlined your description.
Regards
Yann