Conga Product Documentation

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Cloning Existing Quotes

You can clone the existing quotes from the quote details page and quotes list page. A clone quote is created with the default name format: "Clone_[existing quote name]". To update the naming format, see Updating Clone Quote's Naming Format .

When you clone a quote with its line items, a new quote is generated whose Status is Draft, and Product Configurations status is Saved.

If an approval trigger is set on the existing quote, the approval status and trigger are not copied to the cloned quote. You must re-trigger approval on the cloned quote. You can use the custom setting Clone With Approval to alter the approval status of a cloned quote. For information, see Clone a Quote with Its Existing Configuration .

  1. On the Quotes List page, do one of the following:
    • Click the vertical ellipsis next to the quote number and click Clone Quote.
    • Click the quote number and on the quote details page, click Next Steps > Clone Quote.
    A create Clone of <quote name> popup window is displayed.
  2. Enter a quote name. By default the existing quote name is displayed.
  3. Select either Clone Entire Quote or Clone With Selected Items.
  4. If a cart exists for the original quote and you select Clone With Selected Items, the line items are displayed under Select Products section. You can select the line items as required. If you do not select any line item, then only quote details are cloned.

  5. After selecting the required items, click Submit.
    This creates the cloned quote with the line items you chose.