Clone Existing Quotes
The CPQ-Web homepage and Quote details page include a Clone feature that allows you to easily duplicate existing quotes. 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 Quote button on the Quote detail page. 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. The clone quote is created with prefix "Clone_".
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:
|
Product Configuration Status |
Information Retained in the Cloned Quote |
|---|---|
|
All statuses |
|
- Any options inside bundles are carried over if the primary bundle's primary line item is one of the items chosen.
- All custom fields, attributes, and constraint rules are carried over.
The clone feature does not retain documents from the parent quote.
Cloning Existing Quotes
You can clone the existing quotes from the quote details page and quotes list page. A clone quote is created with the default name format: "Clone_[existing quote name]". To update the naming format, see Updating Clone Quote's Naming Format .
When you clone a quote with its line items, a new quote is generated whose Status is Draft, and Product 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 Updating Clone Quote's Naming Format .
