---
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 templates

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

Release version: Yokohama  
Updated January 30, 2025  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Sales operation specialists can set up templates for PDF documents in Quote Management.

## Before you begin

Role required: sales_operation_specialist

## Procedure

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=yokohama&pubname=yokohama-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=yokohama&pubname=yokohama-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=yokohama&pubname=yokohama-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=yokohama&pubname=yokohama-employee-service-management&ft:locale=en-US) | How to use document templates. |
   [Table 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}

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