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Topic · 21 guides

Quotes and orders

Create, find, edit and review quotes and orders, one line at a time.

  • 21 guides
  • About 100 minutes in all
  • Updated 3 Nov 2026
Start with Quotes, drafts and orders

Seven guides, in the order you’ll use them

I want to send my first quote
  1. GUIDE 1 · 4 MIN

    Quotes, drafts and orders

    How one record moves from draft to quote to a placed Shopify order, and what changes in Shopify and on screen at each step.

    Start guide 1

    YOU’LL BE ABLE TO

    • Tell a draft, a quote and an order apart
    • Know what Shopify holds at each step: nothing, a draft order or an order
    • Read the number, title and status badge a record shows
  2. GUIDE 2 · 6 MIN

    Create a quote or order

    Build a quote or order: pick the location, find or create the customer, add products, then create it in Shopify or save it as a draft.

    Start guide 2

    YOU’LL BE ABLE TO

    • Start a quote or order in the app or on Shopify POS
    • Find or create the customer and choose their address
    • Add templates, compositions and Shopify products
  3. GUIDE 3 · 6 MIN

    Choose options and a vendor for each line

    Pick the fabric, finish and other options on each made-to-order line, choose who makes it, and find a product missing from the picker.

    Start guide 3

    YOU’LL BE ABLE TO

    • Choose required and optional values for each line
    • Change a line's price where your role allows it
    • Choose a vendor or resolve a missing-vendor warning
  4. GUIDE 4 · 5 MIN

    Add fees, shipping and discounts

    Add delivery or installation fees, a shipping charge, and discounts on the whole order, one item or one fee, in the app or on POS.

    Start guide 4

    YOU’LL BE ABLE TO

    • Add a saved fee, or a one-off fixed or percentage fee
    • Add a shipping charge, and know when an order takes none
    • Discount the whole order, one item or one fee, with a reason
  5. GUIDE 5 · 5 MINIn Payments and signatures

    Get a quote signed

    Email a quote or order for e-signature or copy its sign link, then make sure the customer gets a copy of what they signed.

    Start guide 5

    YOU’LL BE ABLE TO

    • Send a signature request email with the quote PDF
    • Copy the sign link to text or share it
    • Know when the customer viewed and signed
  6. GUIDE 6 · 4 MIN

    Turn a quote into an order

    Every way a quote becomes an order: the customer signs and pays, you record payment, you move it to Order, or you place it without its signature.

    Start guide 6

    YOU’LL BE ABLE TO

    • Let the customer's signature and payment turn the quote into an order
    • Move a quote to Order yourself
    • Place an order without its required signature or deposit, with Place anyway or Force Convert to Order
  7. GUIDE 7 · 6 MINIn Payments and signatures

    Collect a payment

    Ask the customer to pay online, record cash, cheque, transfer or store credit you took yourself, or take payment at the register with Take Payment.

    Start guide 7

    YOU’LL BE ABLE TO

    • Send or copy the customer's payment link
    • Record money already received and apply store credit
    • Enable customer payment when the sale is ready

For when you need them

Basics

The everyday jobs, start to finish.

Advanced

Setup done once, and the power-user jobs.

Situations

The same features, used for a different job.

Other topics

Get startedPayments and signaturesShowroom (POS)PurchasingInventory and costsCatalogStatuses and workflowCustomers and portalOnline storeEmails and messagesBrandingWarranty and serviceTeam and permissionsSettings and integrationsReports

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