Cloning Existing Quotes
When you clone a quote with its line items, a new quote is generated with a unique quote number whose is Draft, and Configuration 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 .
- Navigate to your existing quote.
- Click the Clone (with line items) button.
- Fill in the required details in the cloned quote and click Save.
