Cloning a Quote Line

Note: This information only applies to Classic and Lightning Visualforce Pages. For information on how to clone customer quotation lines using Lightning Experience, see Creating a Customer Quotation.

You can clone customer quotation lines individually or by selecting a group.

Note:

Cloning a customer quotation line creates an exact copy of that line. Automatic pricing is not applied on creation of a cloned line. If you want automatic pricing to take place, create a new line.

To clone quote lines:

  1. Select the checkboxes of the lines you want to clone or select the checkbox of the group that contains the lines you want to clone.
  2. Select Clone Lines from the Modify Checked Items drop-down list.
  3. Click Apply.
Warning:

We recommend that you clone customer quotation lines using the method described here and not the Salesforce Clone button. If you use the Salesforce Clone button, rebate amounts on your quotation lines might be incorrect.