View a quote PDF document

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Agents can view quote documents in the PDF viewer window. The PDF viewer window has controls that enable agents to manage the PDF.

    Vorbereitungen

    Role required: sales_agent

    Prozedur

    1. In the CSM Configurable Workspace, select the List view.
    2. Navigate to Quotes > All.
    3. Select the quote that you’re working with.
    4. In the Attachments window, select the PDF document to open it.
      The PDF document opens in the PDF viewer.
    5. Use the PDF viewer controls to manage the PDF.