Save Template

Creates a new Sales Configuration Template by cloning an existing Quote or Order.

  • Resource URL: /services/apexrest/<namespace>/v1/cpq/templates
  • HTTP Method: POST
  • Content-Type: application/json
  • Response Format: JSON
ParameterTypeRequiredDescription
cartIdStringYesThe ID of the source Quote, Order, or Opportunity to save as a template.
templateNameStringYesThe name for the new template.
descriptionStringNoA description of the template.
categoryStringNoThe category for the template (defaults to "General" if not provided).
asyncModeBooleanNoSet to true to run the clone operation asynchronously. Default value is false.
pricingBooleanNoSet to true to execute pricing on the cloned cart. Default value is false.
validationBooleanNoSet to true to execute validation on the cloned cart. Default value is false.

Success Response (200):

Success Response - Async Mode (200):