Set up PDF document templates

---
title: Set up PDF document templates
description: Sales operation specialists can set up templates for PDF documents in Quote Management.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/order-management/quote-mgt-setup-pdf-document-templates.html
release: brazil
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 templates

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:

    |Link|Description|
    |----|-----------|
    |[Document Templates](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/employee-service-management/document-templates-overview.md)|Explanation of document templates and how the work in ServiceNow.|
    |[Configuring Document Templates](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/employee-service-management/set-up-doc-temp.md)|Steps to configure documents templates.|
    |[Reference for Document Templates](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/employee-service-management/reference-doc-templates.md)|Additional information about document templates.|
    |[Using Document Templates](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/employee-service-management/using-doc-templates.md)|How to use document templates.|