How Cloning Quotes and Line Items Saves Sales Teams a Ton of Time in Salesforce Revenue Cloud

How Cloning Quotes and Line Items Saves Sales Teams a Ton of Time in Revenue Cloud

When working with complex product bundles or recurring pricing models, sales teams can spend a surprising amount of time rebuilding quotes from scratch. Salesforce Revenue Cloud solves this with two powerful features—Clone and Deep Clone—that make it easy to duplicate entire quotes or specific line items in seconds.

This article breaks down both capabilities and shows how they dramatically simplify day-to-day quoting work.

🔁 1. Deep Cloning an Entire Quote

Deep Clone creates a complete replica of a quote—including all quote lines, configurations, and related order products. Perfect for:

• Renewal and amendment cycles

• Template or repeatable customer quotes

• Complex product structures

• Scenario-based testing by revenue teams

Step 1: Enable “Clone Quotes and Orders”

1. Go to Setup

2. Search for Revenue Settings

3. Locate Clone Quotes and Orders

4. Toggle it On

5. Save

Enable Clone Quotes and Orders

Step 2: Add the Deep Clone Button

1. Open Object Manager → Quote

2. Select Page Layouts

3. Edit the layout

4. From Mobile & Lightning Actions, drag Deep Clone to the action section

5. Save

Adding Deep Clone Action

Deep Clone Action on Record Page

Copied Quote Record (Copy Appended)

🔁 2. Deep Cloning Quote Line Items & Groups

For scenarios where only specific sections of a quote need to be duplicated, Revenue Cloud offers line-level cloning.

This is especially useful for:

• Multi-line bundles

• Repetitive configurations

• Add-on items

• Regional pricing variations

Step 1: Enable “Clone Quotes and Orders”

1. Go to Setup

2. Search Revenue Settings

3. Toggle Clone Quotes and Orders

4. Save

Enable Clone Quotes and Order Setting

Step 2: Clone a Line Item

1. Open the Quote

2. Locate the line item

3. Click the dropdown menu

4. Select Clone

5. A new line appears below the original

Cloning a QLI

Cloned QLI with Same Configuration

⚠️ Important Notes

Custom Fields

Not all custom fields clone automatically. To include them:

• Add required fields to ReferencedFields field set on the Quote Line object.

Permissions

Users must have:

• Edit access on Quote

• Access to custom fields

• Proper object & record type permissions

🧭 Final Thoughts

Cloning reduces manual effort, minimizes errors, and keeps quotes consistent—making it one of the most underrated productivity features in Salesforce Revenue Cloud.

For sales, RevOps, and CPQ teams, these capabilities translate directly into:

• Faster deal cycles

• Cleaner pricing

• Higher data accuracy

• Less repetitive work

  
  

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At CRMDX, we help organizations unlock the full potential of Salesforce Revenue Cloud—implementing optimized product catalogs, streamlined quoting processes, and enterprise-grade revenue lifecycle automation.