ServiceNow SOMT - Quote Generation in HTML

ankur203097
Tera Contributor

4 weeks ago

Hi our customer wants to have the Quote generated in HTML and not in PDF format. Right now the out of the box capability of Quote Management is though it is possible to configure html templates the document generated is in PDF format. Can this default behavior be customized to generate the quote document in html format.

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Matthew_13
Kilo Sage

2 weeks ago

@ankur203097 -

This isn’t something ServiceNow supports out of the box. Even though you design the quote using an HTML template, Quote Management will always render the final document as a PDF. That behavior is built into the product and can’t be changed through configuration.

If the your customer truly needs the quote in HTML, you’d have to handle it outside the standard quote generation flow, for example by building a custom HTML output or sending the content via a custom page or email instead.

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