---
sourceDocument: Australia Sales and Order Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/de-DE/order-management

 Release :

    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia Sales and Order Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Set up templates

# Set up PDF document templates {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 Minute Lesedauer

Sales operation specialists can set up templates for PDF documents in Quote Management.

## Vorbereitungen

Role required: sales_operation_specialist

## Prozedur

1. Navigate to AllQuoteQuote templates.
2. Select New.
3. Choose HTML template.
4. Use the following links to build customer PDF templates:  
   {#quote-mgt-setup-pdf-document-templates__table_gsm_5bb_d2c__entry__2}

   | Link | Description |
   |-|-|
   | [Document Templates](https://www.servicenow.com/docs/access?context=document-templates-overview&version=australia&pubname=australia-employee-service-management&ft:locale=en-US) | Explanation of document templates and how the work in ServiceNow. |
   | [Configuring Document Templates](https://www.servicenow.com/docs/access?context=set-up-doc-temp&version=australia&pubname=australia-employee-service-management&ft:locale=en-US) | Steps to configure documents templates. |
   | [Reference for Document Templates](https://www.servicenow.com/docs/access?context=reference-doc-templates&version=australia&pubname=australia-employee-service-management&ft:locale=en-US) | Additional information about document templates. |
   | [Using Document Templates](https://www.servicenow.com/docs/access?context=using-doc-templates&version=australia&pubname=australia-employee-service-management&ft:locale=en-US) | How to use document templates. |
   [Tabelle : 1. Links to create PDF templates]

   {#quote-mgt-setup-pdf-document-templates__table_gsm_5bb_d2c}
{#quote-mgt-setup-pdf-document-templates__steps_gj1_w1b_d2c}