Clone Existing Quotes
You can deep clone the existing quote using the Clone (with line items) button on the Quote detail page. Cloning a quote copies all the information from the existing quote, including line items and proposal header information asynchronously. You can deep 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.
You can clone the quote in the following product configuration statuses:
- Pending Approval
- Ready for Finalize
- Approval Required
- Saved
- Finalized
Quotes with QTC Profile defined as Split are cloned regardless of approval status as Smart Cart does not support cart approval.
The new cloned quote retails the information based on the configuration status and QTC Profile defined. The following table lists the information copied upon cloning the quote:
|
QTC Profile |
Product Configuration Status |
Information Retained in the Cloned Quote |
|---|---|---|
|
Finalized |
|
|
All statuses except Finalize |
| |
|
All statuses |
|
The following information is not retained from the parent quote:
- Activity history
- Notes and Attachments
Cloning is processed asynchronously, CPQ tracks the different states of the process using the Async Progress Tracker.
To 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, seeClone 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.
