If you do not automatically uplift Renewal Quotes, the "Uplift Clone Quotes" setting allows a user to manually define an uplift while cloning an existing Expected Renewal Quote.


To Enable:


Browse to the User Preferences screen and select the Organization Settings, the specific user, or profile. Next, check the "Uplift Clone Quotes" box.


Using the Process:


Browse to a Renewal Opportunity and then an Expected Renewal Quote. Click the "Clone Quote" button and you will be redirected to the following screen:


Enter the uplift % to add to all lines, and click "Clone and Save". This % will apply to ALL line items on the Quote.


NOTE: This process only works when attempting to clone an Expected Renewal Quote.