---
title: Configure quote PDF documents
description: As a sales operation specialist, you can generate professional-looking PDF templates that present quotes in a standardized format that reflects company branding and logos. You can also set up Docusign to enable signers to sign quotes electronically and send them through email.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/order-management/quote-management-configure-pdf-documents.html
release: australia
topic_type: concept
last_updated: "2026-03-12"
reading_time_minutes: 2
breadcrumb: [ServiceNow Quote Experience, Configure, price, quote apps, Configure, Sales Customer Relationship Management]
---

# Configure quote PDF documents

As a sales operation specialist, you can generate professional-looking PDF templates that present quotes in a standardized format that reflects company branding and logos. You can also set up Docusign to enable signers to sign quotes electronically and send them through email.

## Create quote PDF document templates

Add customized templates to quote PDF documents using the ServiceNow document template function.

A standard template is included with the base installation of Quote Management.

See [Set up PDF document templates](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/quote-mgt-setup-pdf-document-templates.md) to learn more about PDF document templates and how they work.

## Link quote PDF documents to Docusign

Sales operation specialists can link quote PDF documents to Docusign so that signers can sign PDF documents electronically.

See [Configure DocuSign for PDF documents](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/quote-mgt-configure-docusign-pdf.md) for more information about how to set up Docusign.

## Set up quote PDF document signers

Sales operation specialist can set up PDF document signers in Quote Management. Signers can be emailed PDF documents for review and electronic signatures. There are two types of signers, external and internal signers.

-   Contacts listed in an account linked to the quote can be external signers.
-   Internal signers are all the users that have either sales\_agent or sales\_ops\_specialist roles in Quote Management.

See [Set up PDF document signers](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/quote-mgt-configure-pdf-document-signers.md) for more information.

-   **[Configure quote document generation](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/configure-generate-document.md)**  
The Generate PDF Document feature generates a PDF document of the current quote based on the selected template. After the document is generated, it is available in the **Attachments** section of the Contextual Side Panel \(CSP\). To enable this feature, an administrator configures a custom integration and a custom event that initiate the document generation process.
-   **[Set up PDF document signers](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/quote-mgt-configure-pdf-document-signers.md)**  
Sales operations specialists can set up signers in Quote Management so that PDF quotes can be sent to either internal and external signers for review and signatures.
-   **[Set up PDF document templates](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/quote-mgt-setup-pdf-document-templates.md)**  
Sales operation specialists can set up templates for PDF documents in Quote Management.

**Parent Topic:**[Configuring ServiceNow Quote Experience](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/sales-crm-tm-quoting-configure.md)