You can deep clone the existing quote using the Clone (with line items)button on the Quote detail page. Cloning a quote copy's 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.
You can clone the quote in the following product configuration statuses:
Pending Approval
Ready for Finalize
Approval Required
Saved
Finalized
Quotes with QTC Profile defined as Splitare cloned regardless of approval status as Smart Cart does not support cart approval.
The new cloned quote retails the information based on the configuration status and QTC Profile defined. The following table lists the information copied upon cloning the quote:
QTC Profile
Product Configuration Status
Information Retained in the Cloned Quote
Regular
None
Finalized
Proposal header details
Proposal Line Items
All statuses except Finalize
Proposal header details
Configuration Line Items
Enterprise
Split
All statuses
Proposal header details
Configuration Line Items
The following information is not retained from the parent quote:
Activity history
Notes and Attachments
Cloning is processed asynchronously, CPQ tracks the different states of the process using the Async Progress Tracker.
To clone an existing quote
Navigate to your existing quote.
Click the Clone (with line items)button.
Fill in the required details in the cloned quote and click Save.
When you clone a quote with its line items, a new quote is generated with a unique quote number whose Statusis Draft, and 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 Quote with its existing configuration.