Automate Roadmap draft orders

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.

Choose what happens to the draft orders Roadmap creates.

Use Draft Order settings to leave them untouched, convert them automatically, or move them to review when a customer submits.

What this setting does

These settings control draft orders created by Roadmap, including the working orders created from the Trade Dashboard.

Choose one mode to:

• leave draft orders alone

• convert them into orders automatically

• move them to review when the customer confirms a quote

The tags Roadmap uses

Roadmap manages its draft orders through Shopify tags:

• roadmap-draft is applied at creation and never removed: it stays on the quote through Open, In Review, and Completed, and carries onto the resulting order. It's the permanent marker of Roadmap-created orders.

• roadmap-quote-open marks a working quote that's still open, so a fresh draft carries both tags.

• roadmap-quote-in-review is added when a customer submits a quote for review (with the review mode below).

The automation reads these tags, and you can use them for saved draft order views too.

Open Draft Order settings

1

Open Trade Settings

In the Roadmap app, go to Settings → Trade Settings.

2

Open Draft Order Tab

Select Draft Order.

The Draft Order settings in the Roadmap app.

Choose an automation mode

Under Automation → When Roadmap draft orders are created, choose one:

• Disabled — do nothing. Draft orders are not processed automatically.

• Automatically convert into orders — runs every 15 minutes and completes draft orders tagged with roadmap-draft.

• Move to review on customer submission — when a customer confirms a quote, the draft is tagged roadmap-quote-in-review and held for your review instead of being converted into an order.

Click Save to apply the mode.

Move to review only governs dashboard customers who are not part of a Shopify B2B company: the customers whose Confirm Order behaviour comes from the Roadmap: Use Draft Order metafield. Customers attached to a B2B company always follow their company's own Order submission setting instead, whatever mode is selected here. See how Confirm Order decides between checkout and draft review.

Convert existing draft orders runs the conversion now on draft orders that already exist.

Use it after switching to Automatically convert into orders if you have a backlog.

Check the automation status

The Status panel shows how the automation is running:

• Mode — the active mode

• Last checked — when the automation last ran

• Last successful conversion — when it last converted an order

• Last run summary — how many drafts converted, how many were attempted, and how many failed

If the run summary shows failures, those draft orders could not be completed automatically.

This usually means the draft is missing something Shopify needs, such as a shipping address or payment terms. Open the draft in Shopify and resolve it there.

Troubleshooting

Existing draft orders did not convert yet

• The automatic conversion runs every 15 minutes.

• Use Convert existing draft orders if you want to run the conversion now.

The run summary shows failures

• Open the failed drafts in Shopify.

• Check for missing details such as a shipping address or payment terms.

A B2B customer's quote didn't move to review

• Customers attached to a Shopify B2B company follow the company's Order submission setting, not this mode.

• Set the company to Submit all orders as drafts for review if their quotes should be reviewed.

Related guides

• Overview of the Trade Dashboard

• Create workflows within Shopify draft orders to track working quotes and submitted quotes for review

• Configure Trade Dashboard access and quote builder

• Choosing your B2B company checkout settings