There are a few apps in the "App Exchange" that you could download and see how those CRM systems work for you. You will more than likely need to make some heavy modifications to get them to do what you need.
As far as your second request. You will need an Add-On that can create the desired Word Doc or PDF. There are a few options out there, but we us an add-on called CirrusForms that can create the document you need.
A few other development companies have similar tools, I'm bias, but I think ours is much better.
Do you have an app already, or are you new to QuickBase?
