Set up PDF document signers

task australia Updated Sep 10, 2026 1 min read quote-mgt-configure-pdf-document-signers.md

Sales operations specialists can set up signers in Quote Management so that PDF quotes can be sent to either internal and external signers for review and signatures.

Before you begin

Role required: sales_operations_specialists

About this task

Contacts listed in the account for a quote can be external signers. The email listed with the contact is used to send the PDF.

Internal signers are all the users that have either sales_agent or sales_ops_specialist roles.

Procedure

Navigate to All > Customer Service > Accounts and select New to create an account or select an existing account to add contacts.
For a new account, fill in the account information and select Save.
Add a contact to an existing account by selecting the account and opening the Contact tab.
Select New.
Fill in the information for the new contact.
Select Save.

When the quote is created and the account selected, the contacts in the account are available as signers for the PDF documents. The email associated with the contact is used to send the PDF document.

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---
title: Set up PDF document signers
description: Sales operations specialists can set up signers in Quote Management so that PDF quotes can be sent to either internal and external signers for review and signatures.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/order-management/quote-mgt-configure-pdf-document-signers.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [PDF template for Quotes, ServiceNow Quote Experience, Configure, price, quote apps, Configure, Sales Customer Relationship Management]
---

# Set up PDF document signers

Sales operations specialists can set up signers in Quote Management so that PDF quotes can be sent to either internal and external signers for review and signatures.

## Before you begin

Role required: sales\_operations\_specialists

## About this task

Contacts listed in the account for a quote can be external signers. The email listed with the contact is used to send the PDF.

Internal signers are all the users that have either sales\_agent or sales\_ops\_specialist roles.

## Procedure

1. Navigate to **All** &gt; **Customer Service** &gt; **Accounts** and select **New** to create an account or select an existing account to add contacts.

2. For a new account, fill in the account information and select **Save**.

3. Add a contact to an existing account by selecting the account and opening the **Contact** tab.

4. Select **New**.

5. Fill in the information for the new contact.

6. Select **Save**.

When the quote is created and the account selected, the contacts in the account are available as signers for the PDF documents. The email associated with the contact is used to send the PDF document.