You can deep clone the existing quote using the button on the Quote detail page. Cloning a quote 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 to the customer.
You can clone the quote in the following product configuration statuses:
- Pending Approval
- Approval Required
- Saved
- Finalized
The new cloned quote the information based on the configuration status and defined. The following table lists the information copied upon cloning the quote:
| QTC Profile | Product Configuration Status | Information Retained in the Cloned Quote |
|---|
| Finalized | - Proposal header details
- Proposal
|
| All statuses except Finalize | - 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
- 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
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 to alter the approval status of a cloned quote. For information, see Clone Quote with its existing configuration.
