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Quote Management › Configure › price › quote apps › Use › Sales Customer Relationship Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

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 CSM Configurable Workspace, select the List icon
Image omitted: list-outline-24.svg
.

  1. Navigate to Quotes > All.

  2. Select the quote that you’re working with.

  3. In the Attachments window, select the PDF document to open it.

Image omitted: quote-attachment-window-pdf.png
Attachments in quote management module.
The PDF document opens in the PDF viewer.
  1. Use the PDF viewer controls to manage the PDF.

Parent Topic:Using Quote Management