Salesforce CPQ New Quote Quick Action for Lightning and Mobile app

Example use-case for Quick Action: An admin would like the New Quote creation page, available in Lightning and the Salesforce Mobile App, to have predefined field values for Account, Opportunity, Sales Rep, and Primary. 
 

In order to accomplish this goal, there are 4 steps:

1. Create a New Quote Quick Action on Opportunity
2. Create Predefined Field Values
3. Add the New Quote Action to the Opportunity Layout
4. Test to Validate

1. Create a New Quote Opportunity Quick Action

1. Navigate to Setup | Opportunity | Buttons, Links, and Actions (For LEX: Navigate to Setup | Object Manager | Opportunity | Buttons, Links, and Actions)
2. Click New Action
3. Enter the following Action Information:
   1. Action Type: Create Record
   2. Target Object: Quote
   3. Label: New Quote
   4. Name: New_Quote
4. Click Next.
5. Add all of the Fields that are currently on your New Quote Page Layout to the Action: New Quote layout
6. Click Save

2. Create Predefined Field Values

1. In the Predefined Field Values list, click New to create a Predefined Field Value for Account
   1. Field Name: Account
   2. Formula: Opportunity.AccountID
2. In the Predefined Field Values list, click New to create a Predefined Field Value for Opportunity
   1. Field Name: Opportunity
   2. Formula = Opportunity.Id
3. In the Predefined Field Values list, click New to create a Predefined Field Value for Sales Rep
   1. Field Name: Sales Rep
   2. Formula = $User.Id

3. Add the New Quote Action to the Opportunity Page Layout

1. Navigate to your Opportunity Page Layout
2. Click on Mobile & Lightning Actions
3. Drag the New Quote action into the Salesforce Mobile and Lightning Experience Actions section at the top of the page layout

Note: If you are unable to add the New Quote action to the Salesforce Mobile and Lightning Experience Actions section, click the wrench in the lower right hand corner to allow actions to be added to the Salesforce Mobile and Lightning Experience Actions section. 

4. Test to Validate

1. Open Salesforce Lightning Experience or the Salesforce App.
2. Navigate to an Opportunity.
3. Click New Quote.
4. Verify that the layout is accurate and the predefined field values ('Account', 'Opportunity' 'Sales Rep', 'Primary', etc) have been set.
5. Create the Quote and click Save.
6. Observe that you are directed back to the Opportunity and the Quote appears on the Quote Related List. 

NOTE: If you have multiple Quote Record Types that users will need to choose from when creating a new Quote, you will have to create a New Quote quick action for each record type, with a predefined field value that sets the Record Type. 

If there is significant processing (Apex, Process Builders, Workflow Rules) on the Quote, pressing a Quick Action which defaults Primary Quote in quick succession could cause the 'de-Primary' behavior on the first Quote to fail.