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Clone an Enterprise Quote with a New or Existing Opportunity (Managed Package)
Associate a cloned quote with a specific opportunity during the cloning process. You don’t need to manually link quotes after they are created, which ensures your data is organized for upsells or separate sales motions.
This feature is part of the Communications Cloud managed package.
| REQUIRED EDITIONS |
|---|
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
When you clone a quote, the system defaults to the original opportunity. To keep the quote linked to the same opportunity, close the selection window or save without making a change.
Clone Quote with an Existing Opportunity
Clone an enterprise sales quote using an opportunity that exists under the same account.
- Select the quote you want to clone.
- Click Clone Quote.
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In the modal, make sure Add to an existing opportunity is selected;
this is the default setting.
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Select the target opportunity from the Opportunity Name dropdown list.
Note The search displays only open opportunities linked to the same account as the original quote. -
Save your changes.
The new quote is created and automatically associated with the opportunity you selected.
Clone Quote with a New Opportunity
Clone an enterprise sales quote and create an opportunity for it.
- Select the quote you want to clone.
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Click Clone Quote.
A modal window appears.
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Under Opportunity Action, select Create opportunity.
- Enter details in these required Opportunity fields, such as Opportunity Name, Close Date, and Opportunity Stage.
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Save your changes.
The new quote is created and linked to your new opportunity.
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