--- title: Clone and Template Quotes slug: clone-and-template-quotes docTags: createdAt: 2026-09-18T12:00:00.000Z --- # Clone and Template Quotes Rebuilding a complicated quote line by line is slow and risks silently dropping a negotiated price tag. Three endpoints let you start from a quote that already exists instead: clone any quote, create a new quote from a curated template, or copy a template onto a quote you have already created. All three carry over line items, applied line price tags and price tiers, and all three are available over REST, through the [Nue Lifecycle Manager MCP](docId\:Cf8cbHyGYpD3OZg7Ym2GY), and as Apex global methods inside the managed package. ## Which one to use | You have | You want | Use | | ---------------------------------------------------------------- | --------------------------------------------- | ------------------------------ | | Any quote — a revision, last year's renewal | A new independent copy on the same account | **Clone Quote** | | A curated **template** quote and an opportunity | A new quote created and populated in one call | **Create Quote From Template** | | A curated **template** quote and a quote that **already exists** | The template's lines copied into that quote | **Copy Quote From Template** | ## Endpoints | Endpoint | Method | Description | | ---------------------------------------------- | ------ | ------------------------------------------------------ | | `/cpq/quotes/{quoteId}:clone` | POST | Copy any quote into a new Draft quote | | `/cpq/quotes:createFromTemplate` | POST | Create a quote on an opportunity from a template quote | | `/cpq/quotes/{targetQuoteId}:copyFromTemplate` | POST | Copy a template quote onto an existing quote | All three are available on Salesforce-integrated tenants only. ## A template carries the shape of a deal, never a locked price This is the single most important behaviour on this page, and the one most likely to surprise you. A **clone** stays on its source's account. Its pricing, negotiated discounts and tax are copied across **unchanged**, because nothing about the customer changed. A **template** is different. `createFromTemplate` and `copyFromTemplate` always reprice the result against the **target quote's own account**. A discount whose tier depends on the customer — headcount, volume, segment — re-resolves to the target's band, not the template's. Tax is likewise recalculated for the target's own shipping jurisdiction, so a template built for a customer in one city and applied to a customer in another is taxed for the second customer. Expect the money to differ from the template whenever the two accounts resolve differently. That is the design. :::hint{type="warning"} **Tax recalculation is best effort and is not reported back.** A tenant with taxation switched off, or a tax engine that rejects the target's address, still returns `200`. If the tax figure matters, read the quote back and check it. ::: ## Clone Quote ```javascript POST /cpq/quotes/{quoteId}:clone ``` No request body. ```json { "quote": { "id": "0Q0dh000002cp1xCAA", "name": "Acme Renewal Copy" }, "lineItemsCopied": 7, "priceTagsCopied": 3 } ``` **Key behaviors** - The source does **not** have to be a template quote. Use this to duplicate any quote. - The clone is always **Draft** and is never marked primary. - It is named ` Copy` and stays on the source's opportunity. The endpoint accepts **no overrides** — to change the name, opportunity, start date or subscription term, follow with [Update Quote](docId\:J9W7UfHJvphiEJ93BX5y9). - Price tags are always copied. There is no flag to suppress them. - Cloning a quote with zero line items succeeds and returns an empty Draft quote. That is not an error. - **Not idempotent.** Each call creates another quote, and a request that times out may still have created one — look for a new Draft quote on the source's opportunity before retrying. ## Create Quote From Template ```javascript POST /cpq/quotes:createFromTemplate ``` ```json { "templateQuoteId": "0Q0dh000002cpBdCAI", "opportunityId": "006dh00000ABCDEAA3" } ``` ```json { "quote": { "id": "0Q0dh000002cq44CAA", "name": "Standard Platform Deal" }, "lineItemsCopied": 4, "priceTagsCopied": 2 } ``` **Key behaviors** - The source **must** be flagged as a template quote (`Ruby__Is_Template_Quote__c = true`). A non-template source is refused with `400` and nothing is created. - The new quote is **Draft**, never primary, and inherits the template's **price book, subscription term and start date**. - There is no `priceBookId` parameter: the copy rejects any quote whose price book differs from the template's, so the new quote always takes the template's. - The endpoint accepts no name, date or term overrides — follow with [Update Quote](docId\:J9W7UfHJvphiEJ93BX5y9). - **Header custom fields are not inherited.** A template supplies line items, not header values, so set header custom fields yourself on the follow-up update. **Line-level** custom fields *do* copy. - **Not idempotent.** Each call creates another quote. ## Copy Quote From Template ```javascript POST /cpq/quotes/{targetQuoteId}:copyFromTemplate ``` ```json { "templateQuoteId": "0Q0dh000002cpBdCAI" } ``` ```json { "targetQuoteId": "0Q0dh000002cq44CAA", "skipped": false, "lineItemsCopied": 4, "priceTagsCopied": 2 } ``` **Key behaviors** - The target must **already exist**. This endpoint never creates a quote. - The template and target **price books must match**, and the template must have a price book. - **Header custom fields are not copied** from the template; line-level custom fields are. ### Always read `skipped` A repeat call is not always a repeat copy, and the response is `200` either way. When the target already **records** this same template as the one it was built from, the call is a deliberate no-op: `skipped: true`, `lineItemsCopied: 0`, and nothing is repriced or re-taxed. That recording is what decides it — not the line items themselves — and **only quotes created by **`createFromTemplate`** carry it**. A quote you assembled any other way records no template, so a second copy onto it is refused with `409`. Do not treat this endpoint as idempotent for a target you built yourself: read the target first. ## Error responses | Status | When | | ------ | ----------------------------------------------------------------------------------------------------------------------------------------- | | `400` | Invalid request; the source is not a template quote; the template has no price book; the template and target price books differ | | `404` | The source, template or target quote was not found | | `409` | *(copyFromTemplate only)* The target already has lines and does not record this template. Not retryable without clearing the target first | | `500` | Internal server error. The outcome is unknown — look for a newly created Draft quote before retrying, or you may create a second one | ## Through the Nue Lifecycle Manager MCP | Tool | Endpoint it calls | | ------------------------- | ----------------------------------------------------------------- | | `cloneQuote` | `/cpq/quotes/{quoteId}:clone`, then `:update` for any override | | `createQuoteFromTemplate` | `/cpq/quotes:createFromTemplate`, then `:update` for any override | | `copyQuoteFromTemplate` | `/cpq/quotes/{targetQuoteId}:copyFromTemplate` | The tools add conveniences the REST contract does not have. `cloneQuote` and `createQuoteFromTemplate` accept `name`, `startDate` and `subscriptionTerm` — and `createQuoteFromTemplate` also accepts `customFields` — and apply them as a follow-up repricing update. If the quote is created but that update fails, the tool returns `PARTIAL_SUCCESS` and names the quote that *was* created, so it can be corrected rather than orphaned silently. ## Apex global methods Available inside the managed package for Flows and Apex callers. ```apex Quote clone = new Ruby.GlobalQuoteService().cloneQuote('0Q04w000002RzITCA0'); Quote fromTemplate = new Ruby.GlobalQuoteService() .createQuoteFromTemplate('0Q04w000002RzITCA1', '006dh00000ABCDEAA3'); new Ruby.GlobalQuoteService() .copyQuoteFromTemplate('0Q04w000002RzITCA1', '0Q04w000002RzITCA0'); ``` :::hint{type="info"} **One deliberate difference between Apex and REST.** `copyQuoteFromTemplate` is a released global method, so it still accepts an ordinary quote as its source. The REST and MCP surfaces refuse a non-template source, so that they agree with `createFromTemplate`. Existing Apex and Flow callers are unaffected. ::: ## Related - [Create Quote Overview](docId\:BC-IdxYnwAUS7O9EFYCwq) - [Update Quote Overview](docId\:J9W7UfHJvphiEJ93BX5y9) - [Price Tags](docId\:Z5zOtt7ESzhMHAXIFqMKr) - [Finalize Quotes to Orders](docId:7OBzQa-PnrgWfFKJrk9gS)