Quote Snap Documents
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Customer DTC Version
Customer DTC Version
  • 🌟About Quote Snap
  • 🚀Getting Started
    • Get started
    • App overview
    • Connect email
    • Google Recaptcha Keys
  • 🎯Main features
    • 1️⃣Enable Request for Quote button
    • 2️⃣Hide product price
      • Customize hide price
      • Set up B2B login to see price
    • 3️⃣Hide "Add to cart" button
    • 4️⃣Quote form
      • Thank you page
      • Empty page
      • Quote Cart
      • History quote
    • 5️⃣Quote management
      • Create a quote manually
      • Send quotation email
      • Export quote
      • Create draft order
  • 👨‍💻SALESPERSON
    • Create account
      • Edit and delete account
    • Assign quote
    • Salesperson guide
  • 🔧Other Features
    • General Settings
    • Template
  • 🗣️Language Setting
    • Quote PDFs
    • Emails
  • 🌟Advanced features
    • Automatically create draft order
    • Customer data synchronize
    • Show viewed product list
    • Show RFQ app in separate page
    • Tracking UTM source
    • Webhook setting guide
  • 📚FAQ
    • Quote Button display
    • Hide Price
    • Quote Form
    • Email Settings
    • Tax in draft order
  • 🙌Integration
    • Page Builder
    • Integrate with Facebook Pixel
  • 📰Product Updates
    • Update Log
  • 💰Plan charge
    • Charge policy
    • Discount code
    • Pricing Plan
  • Privacy Policy
  • Change Log
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On this page
  • Send invoice email
  • Add Quote ID as note
  • Create order
  1. Main features
  2. Quote management

Create draft order

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Last updated 1 year ago

In Quote detail, you can create a quote to a draft order which is auto-synced to your Shopify Orders.

Send invoice email

When you click Create draft order, you can also send an email with final offer price/invoice will be sent to customer by click "Send Invoice email to notify customer"

You can edit email subject and message. This is the email that your customer receive. By clicking "Complete your purchase", your customer will be directed to your check out page with final price.

Quote Snap help: In Invoice, VAT will be automatically included to final price which is 10% of total value of order.

Add Quote ID as note

  • This helps you leave a note in your order that include Quote ID & your note. There'll be 2 sections in Order for you to leave a note.

    • Notes

    • Additional Details

Create order

After setting all your information, click Create draft order.

After creating draft order, you can go your Shopify Admin -> -> . This is draft order created from Quote Snap in Shopify Admin. All information is auto-synced.

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