> For the complete documentation index, see [llms.txt](https://docs.roadmap.so/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.roadmap.so/trade-and-b2b/quote-builder-and-draft-orders.md).

# Quote builder & draft orders

- [Overview of the quote builder](https://docs.roadmap.so/trade-and-b2b/quote-builder-and-draft-orders/overview-of-the-quote-builder.md): How customers build quotes in the Trade Dashboard, what a quote contains, the statuses it moves through, and what happens when it's confirmed.
- [Generate, download, and share quote PDFs](https://docs.roadmap.so/trade-and-b2b/quote-builder-and-draft-orders/generate-download-and-share-quote-pdfs.md): Turn any Trade quote into a branded PDF: what customers can generate and share from the dashboard, and every Quote PDF template setting explained with recommendations.
- [Automate Roadmap draft orders](https://docs.roadmap.so/trade-and-b2b/quote-builder-and-draft-orders/automate-roadmap-draft-orders.md): Choose what happens to Roadmap draft orders when they're created — leave them alone, auto-convert them into orders, or move them to review on submission.
- [Create workflows within Shopify draft orders to track working quotes and submitted quotes for review](https://docs.roadmap.so/trade-and-b2b/quote-builder-and-draft-orders/create-workflows-within-shopify-draft-orders-to-track-working-quotes-and-submitted-quotes-for-review.md): Create Shopify draft order views that separate working quotes from quotes submitted for review, using the tags Roadmap applies automatically.


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