Configure quote PDF documents

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • As a sales operation specialist, you can generate professional-looking PDF templates that present quotes in a standardized format that reflects company branding and logos. You can also set up Docusign to enable signers to sign quotes electronically and send them through email.

    Create quote PDF document templates

    Add customized templates to quote PDF documents using the ServiceNow document template function.

    A standard template is included with the base installation of Quote Management.

    See Set up PDF document templates to learn more about PDF document templates and how they work.

    Link quote PDF documents to Docusign

    Sales operation specialists can link quote PDF documents to Docusign so that signers can sign PDF documents electronically.

    See Configure DocuSign for PDF documents for more information about how to set up Docusign.

    Set up quote PDF document signers

    Sales operation specialist can set up PDF document signers in Quote Management. Signers can be emailed PDF documents for review and electronic signatures. There are two types of signers, external and internal signers.
    • Contacts listed in an account linked to the quote can be external signers.
    • Internal signers are all the users that have either sales_agent or sales_ops_specialist roles in Quote Management.

    See Set up PDF document signers for more information.