Create Quote From Template

Creates a new quote on an opportunity from a template quote, copying the template's line items, applied line price tags and price tiers in a single call.

A template carries the SHAPE of a deal, never a locked price. The copied result is ALWAYS repriced against the new quote's OWN account, so a discount whose tier depends on the customer (headcount, volume, segment) re-resolves to the new customer's band rather than the template's. Expect the money to differ from the template whenever the two accounts resolve differently.

Key behaviors:

• The source must be flagged as a template quote. A non-template source is refused with 400 and nothing is created
• The new quote is Draft and 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
• The endpoint accepts no name, date or term overrides — follow with POST /cpq/quotes/{quoteId}:update
• Header custom fields are NOT inherited from the template; a template supplies line items, not header values. Set them yourself on the follow-up update. Line-level custom fields DO copy
• Tax is recalculated for the new quote's own account and shipping jurisdiction. This is best effort and is not reported back: a tenant with taxation off, or a tax engine that rejects the address, still returns 200. Read the quote back if the tax figure matters
• Not idempotent — each call creates another quote

Use POST /cpq/quotes/{targetQuoteId}:copyFromTemplate when the target quote already exists, and POST /cpq/quotes/{quoteId}:clone to duplicate an ordinary, non-template quote.

Salesforce-integrated tenants only.

Apex equivalent: Ruby.GlobalQuoteService.createQuoteFromTemplate(String templateQuoteId, String opportunityId).