View a quote PDF document

  • Release version: Yokohama
  • Updated January 30, 2025
  • 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 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.