Quote Cloning

During the sales cycle, it’s common to present customers with multiple quote options — such as identical products with two- vs. three-year contracts, or different product variants (e.g., small vs. medium virtual machines, varying internet speeds, storage capacities, etc.).

Quote cloning allows for the rapid creation of these quote variants.

A cloned quote is identical to the original in terms of line items, opportunity, account, and more, with two key exceptions:

  • It has a new quote number,
  • If a syncing quote was cloned, the new quote is not syncing (as there can be only one syncing quote).

To clone a quote:

  1. Open quote details.
  2. Click Clone Quote action button.
  3. Confirm the action.
  4. The new quote is created and opened. At this point, the cloned quote is already saved and does not require further action.
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