how to generate a quote
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10-16-2024 09:05 PM
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?
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01-31-2025 03:49 PM
The Q1 '25 release of sales and order management includes the ability to use templates to generate quote PDFs using ServiceNow document template function.