Skip to main content
GPTfy - Salesforce Native AI Platform

Clone CPQ Quotes. Keep Discounts. Renew Fast.

Ask the GPTfy AI assistant to clone a Salesforce CPQ quote and it carries over every line item and its negotiated discount—perfect for renewals where you need to reprice or adjust from a real starting point.

Renewing a complex CPQ quote usually means rebuilding line items and discounts by hand. The GPTfy AI assistant clones a quote in one message—header, lines, discounts, and bundle configuration intact—so reps can reprice or adjust instead of starting over. The clone is a standard SBQQ Quote, so all native CPQ rules still apply; the original quote stays untouched.

What's inside this demo

One-Message Clone

  • Ask the GPTfy AI assistant to clone the current quote; it creates a new SBQQ Quote with all quote line items copied over.
  • Every line's negotiated discount carries to the clone automatically—no manual re-entry per line.

Built for Renewals and Repricing

  • Start from the customer's actual negotiated quote instead of rebuilding from the product catalog.
  • Reprice, swap products, or update terms on the clone without affecting the original quote.

Works from Any Channel

  • Same clone command works from Slack, Microsoft Teams, Microsoft Copilot, telephony/voice, or any application connected to the GPTfy agent API.
  • Reps can type, text, or speak the request from where they already work; the cloned quote appears in Salesforce in real time.

Use this video when

You handle renewals with complex, multi-line CPQ quotes and need to carry over all negotiated discounts without manual re-entry.

Reps work primarily from Slack, Teams, or Copilot and need to spin off variant quotes without opening Salesforce.

You repurpose past quotes as templates for similar customers and want a one-command starting point instead of rebuilding.

Frequently asked questions

The demo shows a rep on a Salesforce CPQ quote (SBQQ Quote) with three line items, each carrying a negotiated discount (15%, 15%, 25%). The rep asks the GPTfy AI assistant to clone the quote and the agent creates a new SBQQ Quote with all three line items and their original discounts intact. The cloned quote opens as a standard CPQ quote, so the rep can reprice, swap products, or adjust terms while keeping the original quote untouched. The same clone command works from Slack, Microsoft Teams, Microsoft Copilot, telephony, or any other interface that connects to the GPTfy agent API.

A typical renewal scenario starts from a previously negotiated quote with line items, configurations, and discounts the customer has already agreed to. Rebuilding that quote from scratch—relooking up products, re-applying each line's discount, reconfiguring bundles—is time-consuming and error-prone, especially when quotes have many lines or complex configurations. Cloning the existing quote in one step gives the rep a real starting point: all prior negotiation is preserved, and the rep can focus on what's actually changing (new term, updated pricing, added products) instead of recreating what's already settled.

The GPTfy AI assistant for CPQ works with the standard Salesforce CPQ managed package (SBQQ Quote and related objects). It supports the standard CPQ data model: quote header, quote line items, line-item discounts, product configurations, and price book references. It works in Sales Cloud organizations with CPQ installed and respects all existing CPQ permissions, pricing rules, and approval processes. The agent does not replace the CPQ engine—it invokes the same APIs a rep would use manually, so all pricing rules and validations still apply to the cloned quote.

Yes. The clone operation copies the quote header plus every quote line item, including each line's discount, list price, quantity, and any bundled product configuration. The demo shows three quote lines with negotiated discounts (15%, 15%, 25%); after cloning, all three discounts are intact on the new quote. If a quote line has bundle option records or pricing overrides, those are copied as well. The cloned quote can then be edited—any change applies only to the clone, leaving the original quote untouched.

Yes. The GPTfy agent that performs the clone is exposed via the GPTfy agent API, which any chat or voice interface can call. The demo shows the clone happening from the in-Salesforce AI assistant, but the same agent works from Slack, Microsoft Teams, Microsoft Copilot, telephony/voice, or any custom application. The rep can type, text, or speak the clone request from whichever tool they already use; the resulting quote appears in Salesforce in real time and the rep gets a confirmation in the channel they asked from.

No. Cloning creates a separate SBQQ Quote record with its own ID and quote number. The original quote stays exactly as it was; the clone is a fully independent record. This means reps can iterate on the new version without risk to the source quote—useful when you need to maintain the original for audit, compliance, or to preserve the version actually agreed with the customer. If the customer later wants the original terms, the source quote is still there.

Ready to see this in your Salesforce org?

Book a 45-minute session and we'll walk through this use case using your own data.

Book a Demo
Video transcript
Let's take a look at how we can clone a quote. I'm on a Quote record here, and what you're going to see is that it has three quote lines and each of these lines has a discount associated with it. If I go down on this, you will see that there's a 15% discount on this product. If I go back and pick the next one, you will see there's another 15% discount. I go to the third one and there's a 25% discount. So I have three line items, three quote lines, and all of them have a discount on this quote. A typical renewal scenario is that I basically need to regenerate the same quote with the same discounts, and then I may reprice it or adjust it. This is especially important if it's a quote with lots of line items, lots of complexity. We've had quite a bit of negotiation on the discounts, so I just want to carry all of that over, create a clone, and then go from there. I'm going to come here on the GPTfy AI Assistant—this is the GPTfy agents' take capability. You can essentially come here, ask questions about whatever record you are on, you can create new records, you can clone records. Behind the scene, GPTfy has agent prompts connected with various things in your Salesforce org. In this particular case, it's with the CPQ org. So all I'm going to do is just say, clone this quote, and hit enter. What GPTfy will do is it actually went after the quote and the related quote line items and cloned it. So this was 1-38 and it created 1-43 for me. What you will see is that this is the classic Salesforce CPQ, the SBQQ quote here. So that's what we are using. Let's go back to the opportunity and pull all the related quotes. 1-43 is the quote that just got created. Here I am on this quote. If I go to quote line items, we want to verify if all the discounts made it through. First one was 15%—that's there. Let's try the next one—our second one is also 15%. And then we go to our third one, which should be 25%—and that's there. So what you're seeing is how remarkably quickly we are able to move everything to the quote, and then you can reprice it, make other changes to it, whatever you want to do. GPTfy makes it super easy. And GPTfy exposes this agent endpoint to other applications. So if you wanted to do this from Slack, from Microsoft Teams, from Microsoft Copilot, from telephony, voice, or any other interface, you can do exactly that—because you don't have to type it. I could have spoken it, I could have texted it, I could have typed it in any of the applications I want. Because of the agent API capabilities of GPTfy, you can clone a quote in just a few seconds. Let us know if you have any questions. Thank you so much.

Explore More

Create CPQ Quotes with the GPTfy AI Assistant

Create new CPQ quotes and add standard or bundled products via the GPTfy AI assistant.

CPQ Quote Creation through Slack

Build and configure CPQ quotes from Slack with the GPTfy agent.

Demo Videos

Browse all Salesforce and AI demo videos.

AI for Sales

See how GPTfy accelerates the full sales cycle.

Last updated: May 2026