> 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/automate-roadmap-draft-orders.md).
# 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](/trade-and-b2b/quote-builder-and-draft-orders/create-workflows-within-shopify-draft-orders-to-track-working-quotes-and-submitted-quotes-for-review.md) too.
#### Open Draft Order settings
{% stepper %}
{% step %}
#### Open Trade Settings
In the Roadmap app, go to **Settings → Trade Settings**.
{% endstep %}
{% step %}
#### Open Draft Order Tab
Select **Draft Order**.
{% endstep %}
{% endstepper %}
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.
{% hint style="info" %}
**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](/trade-and-b2b/overview-of-trade-dashboard/configure-trade-dashboard-access-and-quote-builder.md).
{% endhint %}
{% hint style="info" %}
**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.
{% endhint %}
#### 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
{% hint style="warning" %}
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.
{% endhint %}
#### 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](/trade-and-b2b/overview-of-trade-dashboard.md)
* [Create workflows within Shopify draft orders to track working quotes and submitted quotes for review](/trade-and-b2b/quote-builder-and-draft-orders/create-workflows-within-shopify-draft-orders-to-track-working-quotes-and-submitted-quotes-for-review.md)
* [Configure Trade Dashboard access and quote builder](/trade-and-b2b/overview-of-trade-dashboard/configure-trade-dashboard-access-and-quote-builder.md)
* [Choosing your B2B company checkout settings](/trade-and-b2b/checkout-and-payment/choosing-your-b2b-company-checkout-settings.md)
---
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