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CPQ for Advantage Platform

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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneralDocs by Release

Conga Product Documentation

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CPQ for Advantage Platform

Clone Existing Quotes

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 Clone a Quote with Its Existing Configuration .

  1. On the Quotes List page, do one of the following:
    • Click the vertical ellipsis next to the quote number and click Clone Quote.
    • Click the quote number and on the quote details page, click Next Steps > Clone Quote. A create Clone of <quote name> popup window is displayed.

  2. Enter the quote name as you require.
  3. If a cart exists for the original quote, the line items are displayed under Select Products section. You can select the line items as required. The Clone feature provides you a flexibility to select all line items, no line items, or only the specific line items you select. Do one of the following based on your requirement.
    1. To select more than one line item, use the checkboxes next to each line item in the list.
    2. To select all line items, click the Select All checkbox at the top of the column.
  4. After selecting the required items, click Create Clone. This creates the cloned quote with the line items you chose.
Use Case
Conga
CPQ

March 23, 2026