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Zuora CPQ

Zuora BillingZuora PaymentsZuora PlatformZuora CPQZephrZuora RevenueAccounts ReceivableRelease NotesBasicsEntitlementsSupport and policies
Zuora BillingZuora PaymentsZuora PlatformZuora CPQZephrZuora RevenueAccounts ReceivableRelease NotesBasicsEntitlementsSupport and policies

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Advanced CPQ X functionalities

Clone a New Subscription Quote

Learn how to clone a subscription quote and manage the cloned quote in Quote Studio.

Ensure that the New Clone Quote button has been added to Quote layouts. See Add New Clone Quote button to Quote layouts.

  1. On the Quote Detail page of the quote you want to clone, click the New Clone Quote button.
  2. You are redirected to the Quote Studio of the newly created cloned quote.
  3. Optionally (but recommended), change the Quote Name to distinguish this Quote Record as a clone.
  4. Create any desired T&C updates or add, update, remove product actions, then Save or Submit the Quote. On the Quote Detail page, you can take any action, whether sending for approvals, generating PDFs, or Sending to Zuora.
    Note: The New Quote Clone functions like a standard New Quote Record. Therefore, all clones, including the source Quote (original Quote from which the clones were created), can be sent to Zuora as unique Subscriptions.

Last updated: October 17, 2025