---
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


---

# View a quote PDF document

# View a quote PDF document {#ariaid-title1}

Release version: Yokohama  
Updated January 30, 2025  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Agents can view quote documents in the PDF viewer window. The PDF viewer window has controls that enable agents to manage the PDF.

## Before you begin

Role required: sales_agent

## Procedure

1. In the CRM Workspace, select the List ![]() view.
2. Navigate to QuotesAll.
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.

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