---
schema_version: "1"
id: fc8dabf618ac97aba0e618ff2170a0ad43e1029a16055ce753f9f78db27efdfc
title: Save Template Using OmniScript
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/comms_cpq_omniscript_for_save_template.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.comms_cpq_omniscript_for_save_template.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 89dea639f20c81261a4d2293176ce3130b957b04fe4055a01a8857590ee4b2b1
description: Use the pre-built OmniScript to save an existing Quote or Order as a reusable template from the CPQ Cart UI.
products:
  - Communications
  - Media
  - Energy and Utilities
release: "264"
---
# Save Template Using OmniScript

Use the pre-built OmniScript to save an existing Quote or Order as a reusable template from the CPQ Cart UI.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions for CME Managed Package</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:left;vertical-align:top;" id="d52111e68">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d52111e68 ">Permission required for Omniscript:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d52111e68 ">CME Managed Package license</td>

          </tr>
        </tbody>
      </table>

1. From the CPQ Cart for the Quote or Order, select the dropdown, and find and select **Save as Template**.
2. Fill in the fields under the Omniscript Template Details on the CPQ\_SaveAsTemplate\_Multi-Language Omniscript page.
3. Click **Save Template** to submit the template.

  
| Parameter | DAta Type | Description |
| --- | --- | --- |
| Category | Text | The category for the template (For Example, Standard or Premium) |
| Description | Text | A detailed description of the template |
| Execute Asynchronously | Checkbox | Run the clone operation asynchronously. Default: unchecked (synchronous). |
| Execute Pricing | Checkbox | Execute pricing on the cloned cart After saving. Default: unchecked. |
| Execute Validation | Checkbox | Execute validation on the cloned cart after saving. Default: unchecked. |

Either of these outcomes is displayed:

If the action is a success:

- A green banner displays:Template Saved Successfully! Your template <name> has been created.
- Two buttons appear:
    - **View Template** - Opens the created SalesConfigTemplate\_\_c record.
    - **Back to Cart** - Returns to the CPQ Cart UI.

If the action is a failure:

- A red banner displays: **Template Save Failed. An error occurred while saving the template: Clone Operation failed.**
- One button appears:
    - **Back to Cart** - Returns to the CPQ Cart UI.