The CPQ-Web homepage and Quote details page include a Clone feature that allows you to duplicate existing quotes easily. This feature helps streamline the quoting process by creating an identical copy of a quote, saving time, and reducing manual effort.

The ability to clone quotes is controlled through action permissions. Only users with the Clone action permission assigned in the permission settings can access this feature. To grant a user permission to clone quotes, Navigate to the User Profile Management section. Locate the Action Permissions settings and ensure the Clone permission is enabled for the intended users. For more details on managing user permissions,see User Profile Management.

You can clone the existing quote using the Clone Quotebutton on the Quote detail pae. Cloning a quote copies all the information from the existing quote, including line items and quote header information. 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 for Finalize
• Approval Required
• Saved
• Finalized

The new cloned quote retains the information based on the product configuration status. The following table lists the information copied upon cloning the quote:

The clone feature does not retain documents from the parent quote.