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
Navigate to All > Quote > Quote templates.
Select New.
Choose HTML template.
Use the following links to build customer PDF templates:
Link Description Document Templates Explanation of document templates and how the work in ServiceNow. Configuring Document Templates Steps to configure documents templates. Reference for Document Templates Additional information about document templates. Using Document Templates How to use document templates.