Turn a quote into an order

Before you start

Signature and deposit requirements explains how the store chooses these rules. In the app, authorized staff can confirm an exception and have it recorded.

Continue through signature and payment

1. 1

   Step 1: Send the appropriate request

   Use Get a quote signed for the agreement, or Collect a payment for the amount due.

   The customer receives the relevant link. Check the record for the resulting signature and payment state.

2. 2

   Step 2: Check the payment result

   When the customer pays, the Shopify draft becomes a Shopify order. If payment was received elsewhere, use the appropriate record-payment action.

   For an agreed later payment, use Create order (pay later). Payment terms and paying later explains that route.

3. 3

   Step 3: Check the resulting order

   Read the record's title, Shopify badge and payment state. Do not infer a paid balance from the word Order.

   Approving a signed pay-later quote in Review also places it as an order.

Move the quote to Order

1. 1

   Step 1: Choose the destination

   Use Next status, or Status in Quote settings, and choose Order.

   The option requires Convert quotes to orders. If it is greyed out, read the reason before continuing.

2. 2

   Step 2: Save and check the title

   Save the change. The page follows the record to its order page, and the title changes from Quote to Order.

   The number remains the draft name until a Shopify order number exists. Check the Shopify badge to establish whether placement is complete.

Place it with a missing requirement

1. 1

   Step 1: Review the placement warning

   When placing a record with a missing signature or deposit, read Place this order without and the listed gaps.

   Choose Get signature first to return to signing, or Cancel to stop. Authorized staff can choose Place anyway.

2. 2

   Step 2: Open Force Convert when appropriate

   For an eligible unsigned quote, choose •••, then Force Convert to Order. Read the confirmation naming the quote.

   It warns that you can be ordering items without the customer's signed commitment. Check the sale and the intended exception before confirming.

   

3. 3

   Step 3: Confirm and wait

   Click Force Convert to Order to proceed. The page reports conversion in progress, then confirms that the quote is an order.

   If it says conversion is still running, refresh in a minute. Check the completed record rather than starting another conversion.

   Warning

   Force Convert cannot be undone. It places the sale and records that the customer's signature was waived.

What happens next

The record appears under Orders with its lines and history. Once Shopify supplies the order number, the earlier draft number remains as formerly information.

Force Convert completes an unpaid draft with payment pending. If it has no terms, it uses Due on receipt.

No signature identifies the exception. Its hover names who converted the sale and when; the customer can still sign from the signing link.

The PDF's signature area reads Signature not required, with the staff member and date. Activity records the conversion without the customer's signature.

Important notes and tips

Force Convert needs Create and edit quotes and orders plus Bypass signature and deposit requirements. Quotes also need Convert quotes to orders.

Records in review require review approval permission. Locked records also require Force Edit locked orders.

How order statuses work explains automatic stages. Use the displayed record state to verify what actually happened.

If something goes wrong