Steps: Create Quote

See setup considerations topic for Services CPQ.

Set up integration with your existing Customer Relationship Management (CRM) source to sync customer and opportunity records.

Set up ID Generators for quote, quote configuration with document templates, and quote to contract mapping.

Configure the Quote Event
business process.

Configure the Opportunity Event
business process.

Configure these business processes as subprocesses to create projects and customer contracts from quotes:

Create Project

Edit Project

Project Resource Plan Line

Customer Contract Event

Convert Opportunity Project to Project

Set up Project Hierarchies, Project Roles, Project Billing Rate Sheets, Project Standard Cost Rate Sheets, and Sales Items.

(Optional) Set up Project Phases and Project Tasks when building a quote with phases and tasks.

Ensure that the custom validations align between quotes, projects, and customer contracts.

Ensure that the required worktags align between quotes, projects, and customer contracts.

Security: Configure these domains in the Services CPQ functional area:

Process: Quotes

View: Quote Project Hierarchies

Process: Opportunity
in the Customer Accounts functional area.

Workday enables you to create quotes from the

Create Quote

task or from an opportunity that’s in open status. You can create multiple quotes for an opportunity based on different combinations of services. You can also copy an existing quote to create a new quote.

The quote status and designation determines when the quote can be converted to an opportunity project. A quote can be in Draft, In Progress, Approved, Denied or Canceled
status. A quote can also have a designation of

Primary

which indicates that it can be shared with the customer.

When a quote is in draft status or waiting for approval, it displays as

Proposed Primary

After approval, a proposed primary quote converts to a

Primary

quote for the opportunity.

There can only be 1 primary quote per opportunity at a single point in time.

When another primary quote exists, designating a new quote as primary changes the existing primary quote to

Not Primary

A Project Manager who doesn't have access to the project hierarchy specified in the service, won't be able to view the quote even if they are part of the Process: Quote
domain.

Create quote from an existing or a new opportunity.

(Optional) Access the

Create Opportunity

task.

Complete the options to create a quote from a new opportunity. Make sure to select a

Customer

On the

View Opportunity

report, click the

Create Quote

button.

(Optional) Access the

View Opportunity

report, select an existing opportunity, and click the

Create Quote

button.

You can click

Edit Opportunity

to change opportunity details and status.

You can click

View Process History

to see change to opportunity event.

(Optional) Access the

Find Opportunities

report.

From the related actions menu of an open opportunity, select

Quote

Create

and navigate to

Step 3

Access the

Create Quote

task.

Complete these options:

Option	Description
Opportunity	Specify an opportunity that you want to create the quote for. Workday automatically populates the customer and company values. The prompt displays open opportunities.
Customer	The value populates automatically from the customer specified on the opportunity. You can change the customer on the opportunity but can't edited it on the quote.
Company	The value populates automatically from the company specified on the opportunity. You can change the company on the quote that you have security access to. When the opportunity converts to a project, we create a downstream contract for this company.
Quote Configuration	Select a quote configuration that you've set up. Ensure that this quote configuration is available for the company specified on the quote.
Copy From Existing Quote	Select a preexisting quote to start from.
Quote Name	Specify a relevant name for the quote.
Billing Model	Specify a billing model that you want to use for the customer contract. Options are: Fixed Fee : Bills a predefined amount based on the quote details. Time and Expense : Bills labor time, expense, and third party cost incurred for the project. Considerations: When you change the billing model for an existing quote, we don’t change the billing models for the various services. When you add a new service, the billing model value will default from the quote header. When you copy a service, the billing model value will default from the service being copied.
Currency	The value populates automatically from the default currency specified for the customer. You can change it to any currency that's configured for the customer.
Worktags	Workday automatically populates the values from the opportunity header. You can edit these worktags or specify additional worktags.

Create quote using 1 or more of these options:

Add Custom Service Manually.

(Optional) Add Phases and Tasks from Work Breakdown to a custom service.

Add Services from Services Catalog.

Add Service from Spreadsheets. .

Click

Review Documents

to view the quote document before submitting it for approval.

Options	Description
Document	Select the relevant quote document template that your CPQ Administrator configured for the quote. Workday hydrates the selected document with quote data.
Save	Click to retain the changes when you make manual edits to the quote document during the review process.
Refresh Document Data	Click the button to update the dynamic data fields with the latest quote data. Most manual edits made to the content are also retained. Considerations: Manual edits made to repeater rows of a table that’s built with dynamic data fields are lost and the table will regenerate. Condition rules on the document template will not be re-evaluated.
Reset to Template	Click the button to: Revert all edits on the quote document. Retrieve all updated published changes to the original document template.

Click

Submit for Approval

Workday automatically defaults the first approved quote for an opportunity to the primary designation.

(Optional) Access the

Copy Quote

task.

Select No
for

Copy to Same Opportunity?

to create a new quote by copying to a different opportunity. You can select a different Project Billing Rate Sheet or Sales Item Price List for each of the services. Workday automatically updates the new quote with new prices.

You can copy Quotes from opportunities with any status, but you can copy the quote only to an opportunity with Open
status. We automatically populate the

Customer

based on the specified opportunity.

Alternatively, you can also copy a quote from the related actions menu of an existing quote on the

View Quote

report.

To copy a quote for a specify opportunity, access the View Opportunity
report and select

Actions

Copy Quote

for the relevant quote in the Quotes
grid.

Workday initiates the business process for the quote event.

After creating a quote, you can:

View the quote:

In the

Summary

view.

In the

Timeline

view by time periods such as weeks, months, or contract years.

In the

Timeline

view by amounts such as quantity (in days or hours), price, cost, or FTE.

Approve a primary quote. Workday creates an Opportunity Project including a resource plan, and resource forecast with details from the quote. It also appends an [O] suffix to the name of the Opportunity Project. You can't edit certain data for this project.

Manually print the quote document.

Edit, cancel, copy, or change the quote.

View change and process history for the quote by clicking

History

Process History

on the

View Quote

report.

Change the quote designation to

Primary

by accessing

More Actions

Edit Quote Details

in the quote header and selecting the

Primary Quote

check box.

Change the opportunity status.

When you have multiple rates for 1 role, Workday creates the downstream customer contract in draft status with errors. To make the role unique on the contract line, ensure to fix the errors by adding either a phase, task, worktag, or a worker using a Billing Rate Rule.

2025R1 Feature Release Note: Quote Grid in Services CPQ