View a quote PDF document
task australia Updated Sep 10, 2026 1 min read quote-view-a-quote-document.md
Agents can view quote documents in the PDF viewer window. The PDF viewer window has controls that enable agents to manage the PDF.
Before you begin
Role required: sales_agent
Procedure
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In the CRM Workspace, select the List icon [Omitted image "list-outline-24.svg"] Alt text:.
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Navigate to Quotes > All.
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Select the quote that you’re working with.
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In the Attachments window, select the PDF document to open it.[Omitted image "quote-attachment-window-pdf.png"] Alt text: Attachments in quote management module.
The PDF document opens in the PDF viewer.
-
Use the PDF viewer controls to manage the PDF.
Parent Topic:Using Quote Management
38 lines · 1.3 KB
---
title: View a quote PDF document
description: Agents can view quote documents in the PDF viewer window. The PDF viewer window has controls that enable agents to manage the PDF.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/order-management/quote-view-a-quote-document.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Quote Management, Configure, price, quote apps, Use, Sales Customer Relationship Management]
---
# View a quote PDF document
Agents can view quote documents in the PDF viewer window. The PDF viewer window has controls that enable agents to manage the PDF.
## Before you begin
Role required: sales\_agent
## Procedure
1. In the CRM Workspace, select the List icon \[Omitted image "list-outline-24.svg"\] Alt text:.
2. Navigate to **Quotes** > **All**.
3. Select the quote that you’re working with.
4. In the **Attachments** window, select the PDF document to open it.\[Omitted image "quote-attachment-window-pdf.png"\] Alt text: Attachments in quote management module.
The PDF document opens in the PDF viewer.
5. Use the PDF viewer controls to manage the PDF.
**Parent Topic:**[Using Quote Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/quote-mgmt-using.md)
| title | View a quote PDF document |
| description | Agents can view quote documents in the PDF viewer window. The PDF viewer window has controls that enable agents to manage the PDF. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/order-management/quote-view-a-quote-document.html |
| release | australia |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Quote ManagementConfigurepricequote appsUseSales Customer Relationship Management |