---
sourceDocument: Yokohama Sales Customer Relationship Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/order-management

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Set up PDF document signers

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

Release version: Yokohama  
Updated January 30, 2025  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
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.

## Before you begin

Role required: sales_operations_specialists

## About this task

Contacts listed in the account for a quote can be external signers. The email listed with the contact is used to send the PDF.

Internal signers are all the users that have either sales_agent or sales_ops_specialist roles.

To assign roles for internal users, see [Assign user roles in Sales Customer Relationship Management applications](https://servicenow-prod.fluidtopics.net/qpdpO3YxJF8uEheGbckmSw "The Sales Customer Relationship Management (Sales CRM) applications use roles to control access to features and capabilities. Roles also determine access to information for data security, identify users, and define the work that users perform in your organization.").

## Procedure

1. Navigate to AllCustomer ServiceAccounts and select New to create an account or select an existing account to add contacts.
2. For a new account, fill in the account information and select Save.
3. Add a contact to an existing account by selecting the account and opening the Contact tab.
4. Select New.
5. Fill in the information for the new contact.
6. Select Save.  
   When the quote is created and the account selected, the contacts in the account are available as signers for the PDF documents. The email associated with the contact is used to send the PDF document.

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