View a quote PDF document

task australia Updated Sep 10, 2026 1 min read quote-view-a-quote-document.md
Raw file servicenow.com

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

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