You can clone the existing quote using the 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 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.
You can clone a quote in the following product configuration statuses:
- Pending Approval
- Ready Finalize
- Approval Required
- Saved
- Finalized
The new cloned quote retails the information based on the product configuration status.
| Product Configuration Status | Information Retained in the Cloned Quote |
|---|
| Finalized | - Proposal header details
- Proposal
|
| All statuses except | - Proposal header details
- Configuration Line Items
|
| All statuses | - Proposal header details
- Configuration Line Items
|
The following information is not retained from the parent quote:
- Activity history
- Documents
Cloning is processed asynchronously, and CPQ tracks the different states of the process using the Async Progress Tracker on the quote details page.
To clone an existing quote
- On the proposal details page, click the Clone Quote button to create a cloned quote. A new cloned quote is generated with the name .
- Click and click Save.
When you clone a quote with its line items, a new quote is gene
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 to alter the approval status of a cloned quote. For information, see Clone Quote with its existing configuration.