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Roadmap Docs
    • Documentation
    • Why Roadmap?
    • Shopify permissions
    • Testing and checks
    • How the Universal Styler works
    • Klaviyo integration
    • Sidekick Integration
    • The Roadmap Change Log
    • Customer Support
    • Feature Requests
    • Technology
    • Getting Started
    • Points & ways to earn
    • Membership tiers & referrals
    • Loyalty Klaviyo Integration
    • Customer management
    • Loyalty analytics
    • B2B Loyalty
    • Loyalty integrations
    • Troubleshooting
    • Getting started
    • Storefront & display
    • Managing reviews
    • Integrations
    • Migration to Roadmap
    • Troubleshooting
    • Getting started
    • Storefront & accounts
    • Managing subscriptions
    • Pricing & billing
    • Subscriptions Klaviyo Integration
    • Troubleshooting
    • Getting started
    • Using GWP & Discounts
    • Troubleshooting
    • Getting started
    • Overview of trade dashboard
    • Quote builder & draft orders
      • Overview of the quote builder
      • Generate, download, and share quote PDFs
      • Automate Roadmap draft orders
      • Create workflows within Shopify draft orders to track working quotes and submitted quotes for review
    • Checkout & payment
    • Shipping
    • Configure features
    • Cart Announcement Bar
    • Configure Recommended Products Block
    • Shopify POS integration
    • Getting started with Tag Library
    • Understanding customer eligibility controls
    • How to create secrets products/collections
    • How to create a Protected Page
    • Fixed vs variant bundles
    • Bundle fulfilment & ERP integration
    • Bundle sales analytics & exports
    • Create a variant bundle
    • Fixed product bundle setup
    • Shopify bundles that fulfil as SKUs
    • Show your bundles on Google Shopping
    • Troubleshooting the bundle feed
    • Building with forms
    • Add a form to your theme
    • Enable reCAPTCHA spam protection
    • Customise form design
    • Email notifications and templates
    • View form submissions
    • Save into a customer profile
    • Push to customer metafields
    • Link form to product purchase
    • Trigger Klaviyo on submit
    • Platform Integrations
    • Google Sheets
    • Retail Express
    • Google Shopping
    • Shopify B2B
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For the complete documentation index, see llms.txt. This page is also available as Markdown.
  1. Help Center
  2. Trade & B2B

Quote builder & draft orders

Overview of the quote builderGenerate, download, and share quote PDFsAutomate Roadmap draft ordersCreate workflows within Shopify draft orders to track working quotes and submitted quotes for review
PreviousConfigure Trade Dashboard access and quote builder
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