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.
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_".
The Clone feature provides the flexibility to select specific line items when cloning a quote and control over what gets carried into the new quote. Instead of cloning the entire quote every time, you can choose only the line items that are relevant to your current scenario.
You can choose which line items to clone: You may clone all line items, no line items, or only the specific line items you select.
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.
