Clone a Quote with Its Existing Configuration

You can enable an approval flag to clone a header, its line-item approval status, and approval requests if the line-item status is Approved, Rejected, or Cancelled. You can also clone a quote with its line items, including proposal header information.

Whenever an account executive must create multiple draft options of the same quote or make a change (for example, extend the quote expiry date) to a finalized quote before sending it to the customer, they can choose to clone the quote with its line items and approval status. Each cloned version of the quote must go through its own approval lifecycle before being finalized. If a quote goes through multiple approval rounds before cloning, once the quote is cloned, all "Approved" approval requests are cloned to the new quote as well. On the original quote, line items approved in the previous iteration of the approval flow normally have associated "Approved" approval requests in the approval request history table. When a quote is cloned, these requests are cloned to the new quote (cart’s) approval request history table, not to the approval request table.

To enable this enhancement, go to Proposal System Properties and enable Clone with Approval Status.

The new cloned quote retains all the parent quote's information, including:

• Proposal header details
• Configuration line items (if the parent quote is not finalized)
• Proposal line items (if the parent quote is finalized)
• Line-item attributes 

The following is not retained from the parent quote:

• The quote header's start and end dates 
• Activity history
• Notes and attachments

 The updated behavior when you clone a quote/proposal is:

• If a quote is cloned in an approved status, line items retain the approved status and are not considered for an approval-required check, unless they are specifically modified. All approved requests related to these line items are cloned as well.  
• If a quote header is updated, all approvals related to the quote header are retriggered. All approval requests related to the quote header are retained. If the quote is modified, it may have to go through approvals again, depending on pre-defined approval rules.

When you clone a quote with its line items, a new quote is generated with a unique quote number whose status is Draft and configuration status is Saved. The table below highlights the behavior in legacy and current versions.

The tables below outline the behavior of the quote before and after cloning when the Clone With Approvals flag is TRUE.