You can deep-clone the existing quote using the Deep Clone (RLS) button on the Quote detail page. Cloning a quote copies all the information from the existing quote, including line items and proposal header information asynchronously. You can deep-clone a quote when you need multiple draft options of the same quote or need to make changes (for example, extend the quote expiry date) to a finalized quote before sending it out to the customer.

To make the deep clone button available on the quote or proposal details page, you must complete the following configurations.

To Create a New Global Action Button for Deep Clone

  1. Go to Setup. In the Quick Find box, Enter Global Actions and click Global Actions in the suggestions. A list of global actions is displayed.
  2. Click New Action and enter the values as mentioned below.
    1. Action Type: Custom Visualforce
    2. Visualforce Page: BOClone [Conga_CCPQ__BOClone]
    3. Height: 250px
    4. Standard Label Type: None
    5. Label: It is a free text. Enter the label name to display on the deep clone button. For example, Deep Clone (RLS).
    6. Name: The name is generated automatically based on the label. 
    7. Description: Enter the summary about the new action button. 
  3. Click Save.

After creating a deep clone button, ensure that you have the new global action (deep clone (RLS) available on the Salesforce mobile and lightning experience actions layout. Hence, you can view the deep clone button as an action on the proposal page.

To Add a Global Action Button on Salesforce Mobile and Lightning Experience Actions Layout

  1. Go to Setup. In the Quick Find box, Enter Publisher Layouts and click Publisher Layouts in the suggestions. A Publisher Layouts page is displayed.
  2. In the global layout section, click Mobile & Lightning Actions.
  3. Drag and drop the new global action (Deep Clone (RLS)) to the Salesforce mobile and lightning experience actions layout. 
  4. In the global layout section, click Save.

The new global action button is now available on the lighting actions layout and you must add a deep clone (RLS) button on the quote details page.

To Add a Deep Clone (RLS) Button on the Quote Details Page

  1. Go to Setup > Object Manager.
  2. Click Quote/Proposal. A quote/proposal object details page is displayed.
  3. In the left pane, click Page Layouts. A list of page layouts is displayed.
  4. Click Proposal Layout.
  5. In the Proposal Layout section, click Mobile & Lightning Actions.
  6. Drag and drop the Deep Clone (RLS) to the Salesforce mobile and lightning experience actions layout. 
  7. In the global layout section, click Save.

To Clone an Existing Quote

  1. Navigate to your existing quote.
  2. Click the Deep Clone (RLS) button. A new quote is generated with a unique quote number whose Status is Draft, and Configurations status is Saved.