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_".
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.
