Add New Clone Quote button to Quote layouts
Learn how to add the New Clone Quote button to Quote layouts in Zuora Quotes, allowing for efficient cloning of subscription, amendment, or renewal quotes.
In the Version 10.5 and later of Zuora Quotes, you can click the New Clone Quote button to clone a new subscription quote, amendment quote, or renewal quote in a shorter turnaround time.
Currently, Quote cloning is only available for existing billing accounts or primary contacts.
- In your Salesforce org, click
and select Setup.
- Under Object Manager, click the Zuora CPQ Quote (zqu__Quote__c) object.
- Click Page Layouts in the left navigation menu, and click Quote Layout - Default V8.0 layout. This layout determines the components exposed on the Quote Detail page for a New Subscription Quote.
- From the box at the top in the main region, click Buttons in the left pane or Mobile and Lightning Actions if using Salesforce Lightning.
- Drag and drop the New Clone Quote button to the custom buttons section area in the Quote Detail section (or the Salesforce Mobile and Lightning Experience Actions section for Lightning).
- Click Save to save the configuration.
- Repeat steps 3, 4, 5, and 6 for Quote Layout - Amendment v8.0 and Quote Layout - Renewal V8.0.