Create a quote PDF document

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

    • In Quote Management, sales agents can create a PDF of a quote that can be sent to customers for review and signatures.

    Before you begin

    Role required: sales_agent

    Procedure

    1. In the CSM Configurable Workspace, select the List view.
    2. Navigate to Quotes > All.
    3. Select the quote that you’re working with.
    4. On the Details tab, go to Quote Document Details and fill in the fields.
      OptionDescription
      Document template A document template is required to create a quote document PDF. A standardized template is included with the base system. Select the template that you want. See Set up PDF document templates for more information about how to create customized templates.
      External signer Option that enables you to have the quote document signed by someone outside the organization. See Set up PDF document signers for more details on how to set up external signers.

      When you select Send for signature, the external signer's email address is used to send an email through Docusign for review and electronic signature.
      Internal signer Option that lets you select an internal signer for the quote.

      When you select Send for signature, the internal signer's email address is used to send an email using Docusign for review and signature.

      See Set up PDF document signers for more details about how to set up an internal signer.
    5. Select Save.
    6. In the Quote form, select Generate Document.
      The PDF document is generated and appears in the Attachment side window.
    7. Select the attachment icon to open the attachments window.
    8. Select the actions icon and choose an action for your PDF document.
      ChoiceDescription
      Download Agents can download a document that enables them to send is a different way.
      Remove This option deletes the document.
      Rename This choice enables agents to rename the document.
      Send for signature Agents use this option to send the document for signatures. The document is sent to the signers indicated on the Quote details tab under Quote document.
      A message appears indicating that the PDF document was generated.
    9. To view the generated PDF, select the PDF in the attachments window.