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Administrator Guide
Last Updated: 2023-06-23
Create and Publish Document Template

Create and Publish Document Template

Security: Configure these domains in the Services CPQ functional area:
  • Process: Quotes
  • Set Up: Quotes
Workday enables you to configure a document template that you can use to generate documents dynamically in PDF and DocX file formats from quote data.
You can use data sources, snippets, custom reports and fields in the quote document editor to design the template. When you're editing a document template we constantly auto-save your changes in a draft mode and display an
Unpublished Changes
 indicator. This prevents the changes from being incorporated when you print the document. To print the latest changes, you must first publish the document template. You can also copy an existing document template to configure another template.
You can also use the
Get Quote Configurations
 and
Put Quote Configuration
 web services to create, update, or retrieve quote configurations. The quote document templates created from Put service are read-only and once created you can't update them.
  1. Access the
    Maintain Quote Configurations
     task.
  2. Click
    Create Quote Configuration
     button.
    To use an existing configuration, click
    Copy Templates From
     on the
    View Quote Configuration
     page.
  3. Click
    Add Document Template
     to create a new quote document template.
    • Type a name for the document template. We recommend using fewer than 100 characters, and avoiding special characters such as the ampersand (&), to ensure cross-product compatibility.
    • Select a custom report to use as the source for adding dynamic content. The report defines which data fields and condition rules are available and will be included in the generated document.
  4. Specify the layout for the content. For more details on this step, see the
    Design Document Layout
     topic.
  5. Click
    Publish
     to make the current content active in the template.
    • After you publish the template, it becomes available for selection when printing documents. A quote configuration can have multiple document templates.
    • New quotes will use the most recently published version of the document template.
The active and published document template becomes available for selection when you create a quote.
See sample image of the document template configured for a quote document. Sample Document Template
  • You can edit the existing document template.
  • You can print the quote document. See the
    Print Quote Document
     topic.
  • You can access the reports to view, edit, and remove document templates:
    • View Quote Configuration
    • View Quote Configuration Snapshot
  • You can upload or integrate the quote documents back to your CRM solution by creating a custom report that includes these report fields on the
    Quote Generated Document
     business object:
    • Base64 Image Data
    • File Content Type
    • File Name
    • File Size