As the title says, it is possible?
I have read somewhere that workflow is available to all primary entities (Quotes is a primary entity, right?) but later on, i read that due to the complexity of the Quote entity workflow is not available.
Noneless i found this
Which says to change some values in the Custom_SysParams to make it work
Yep, Quotes are Primary Entities.
It's totally possible to add Workflow to them, but not by default. There are no built-in settings for activating Workflow for Quotes or Orders, but there are hidden settings.
First, do a SQL backup.
Next, run these three queries in SQL:
UPDATE custom_sysparams SET parm_value = 'Y' WHERE parm_name = 'Workflowquotes'
UPDATE custom_sysparams SET parm_value = 'Y' WHERE parm_name = 'Workfloworders'
UPDATE custom_sysparams SET parm_value = 'Y' WHERE parm_name = 'AllowWorkflowForQA'
This will activate Workflow for Quotes and Orders. However, it won't take affect until you have done an IISReset.
After the IISReset, log in to CRM and go to:
Administration -> Advanced Customisation -> Workflow
Create a new Workflow (don't enable it yet). Add a rule and make sure you select "Quote" as the table for the rule or select a Quote View. Enable the rule, then save it.
Add it to the Workflow and activate the Workflow.
Create a new Quote and you should see the Workflow rules appear.
N.B. You will not see Workflow rules for existing quotes. Workflows only get linked when a new record is created.