how to generate a quote

[MizukiNakanish]

Could you tell me how to generate a quote in ServiceNow?

Currently, we are following these steps:

 1. Upload PDF template on any record, such as an incident record or an order record, as an attachment.

 2. I create two XLM files. One is set up the "Generate Document" UI action, and the other is link that action button to the initially imported PDF.

 3. Right-click on any list header and select "Import XML," then import the above XML file1.

 4. Right-click on any list header and import  XML file2 as well.

I'd like to ask how to display a standard quote first.
Specifically, is there an easier way to display a quote without creating an XML file?

[ersureshbe]

Hi,

I am uncertain about the specific quote you are referring to. Could you please provide some examples of the items you mentioned in relation to the quote? This would greatly assist me in formulating my thoughts.

[MizukiNakanish]

Thank you for your reply.

What I have described is the quotation method that I am currently implementing.
I would like to know if there is any other way to display a PDF quotation from the quote record.