Set up PDF document templates

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

    • Sales operation specialists can set up templates for PDF documents in Quote Management.

    Before you begin

    Role required: sales_operation_specialist

    Procedure

    1. Navigate to All > Quote > Quote templates.
    2. Select New.
    3. Choose HTML template.
    4. Use the following links to build customer PDF templates:
      Table 1. Links to create PDF templates
      Link Description
      Explanation of document templates and how the work in ServiceNow.
      Steps to configure documents templates.
      Additional information about document templates.
      How to use document templates.