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Administrator Guide
Last Updated: 2026-09-18
Print Quote Document

Print Quote Document

Security: Configure these domains in the Services CPQ functional area:
  • Process: Quotes
  • Set Up: Quotes
You can generate and download the quote documents as Word or PDF files. When you print in PDF format, first ensure that the tables are not too wide to avoid spilling to the next page with blank data in the printed PDF file.
  1. From the related actions menu of an approved quote, select
    Print Documents
    .
    1. Specify
      Append to File Name
      .
      Workday automatically populates the field with _[Quote Number]_[Quote Name]_[Customer Name]_[Date Generated] and adds it to a printed file. You can edit the file name or append text to the default name.
    2. Select
      File Type
       of
      PDF
       or
      DOCX
      .
      • You can print each document type only once.
      • If you have Workday CLM configured, when you print a file in PDF format, Workday automatically sends the file to Workday CLM for redlining and e-signature.
  2. (Optional) From the related actions menu of the
    Quote Event
     business process, click
    Edit Definition
    .
    1. Click
      +
       under the
      Business Process Steps
       tab, add a
      Service
      Type
       step and select
      Print Quote Documents PDF
       for
      Specify
      .
    2. Click
      +
       under the
      Business Process Steps
       tab, add a
      Service
      Type
       step and select
      Print Quote Documents DocX
       for
      Specify
      .
    • To print quote documents automatically, you can configure the steps in any order.
    • If you want the documents to be available to the approvers during the
      Review
      step, ensure to configure either 1 or both of the print service steps to run before the
      Approval
      step in the business process definition.
    • During the review step, the approver can see the document only if it’s printed.
    • When the approver makes manual edits to the quote document during the review process, click
      Save
       to save the changes and then click
      Submit for Approval
      . To undo the changes, click
      Reset to Template
      .
    • If a document has already been printed, this setup will prevent you from printing the document again. Workday allows the document to be reprinted only if it has been changed.
    • If your configuration is set up to print after the approval is given, then the approver won’t be able to view the document table prior to giving approval.
    • If you have Workday CLM configured and the quote file is printed in DocX format, Workday doesn’t generate a CLM ticket and displays blank for Signed Document, CLM Stage and CLM Ticket columns in the Document section of the
      Quotes and Documents
       tab on the
      View Opportunity
       report.
You can access the printed document on
View Opportunities -> Quotes and Documents
.
When you have Workday CLM configured, the Workday CLM Outbound connector sends the printed PDF file to Workday CLM for redlining and e-signatures and creates a CLM ticket.
  • Workday displays the same printed file in the
    Document
     section of the
    Quotes and Documents
     tab on the
    View Opportunity
     report.
  • The
    CLM Stage
     column displays the stage of the quote document. There are four stages: Edit, Review, Sign, and Finalize.
  • The
    CLM Ticket
     column displays an active ticket that you can click to access the quote document in Workday CLM.
  • You can click
    Refresh Tickets from CLM
     to retrieve the latest quote document.
  • When you print a
    DOCX
     file type, some of the formatting might be lost. Ensure to review the downloaded file and update as necessary.