How to Clone Quotes and Configurations (Doc ID 1998238.1)

Last updated on SEPTEMBER 09, 2017

Applies to:

Oracle BigMachines Express CPQ Cloud Service for Salesforce.com - Version Spring 16 and later
Information in this document applies to any platform.

Goal

There may be occasions where a sales user wants to copy a configuration on a quote. The sales rep might want to create an alternative version of a configuration to present to a customer or they might be configuring multiple systems onto a quote.  The clone configuration feature makes it easy to duplicate a configuration and its Line Items.


Alternately,
sales reps might encounter situations where they want to create a copy of a quote on an opportunity. They might want to create an alternative quote for a customer without changing the commercial aspects of original approved quote. When copying this quote, it will be important to copy some or all of the related configurations and their products.  This is performed by using the Clone with Configurations button and is demonstrated in this article.

Solution

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