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

Create Shopify draft order views that separate working quotes from quotes submitted for review, using the tags Roadmap applies automatically.

Use Shopify draft order views to separate quotes that are still being worked on from quotes submitted for review.

Roadmap tags its draft orders automatically, so the views are just saved filters.

The tags Roadmap applies

• 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.

• 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 Draft Order automation set to Move to review on customer submission).

Create a working quote view in Shopify

Create a saved draft order view so your team can find active working quotes quickly.

1

Open draft orders

In Shopify, go to Orders → Drafts.

2

Filter by status

Set Status to Open.

3

Filter by tag

Set Tagged with to roadmap-quote-open.

4

Save the filtered view

Save the view as Roadmap: Working Order.

Your saved view should use these values:

• Status is Open

• Tagged with is roadmap-quote-open

Create an in-review view

Repeat the same steps with the review tag to isolate quotes waiting on your team:

• Status is Open

• Tagged with is roadmap-quote-in-review

Save it as Roadmap: In Review. Together the two views split quote activity into "customer is still building" and "waiting on us".

Track completed trade orders

Because roadmap-draft carries onto the final order, you can also filter the main Orders list by that tag to see every order that started life as a Roadmap quote. That's useful for reporting on trade volume without any extra tagging work.

How working quotes behave

Quotes in the working view are still in progress.

They remain open while the customer is building or editing them.

This gives your team a clean way to separate active quote work from other draft order activity.

Confirm submission status in the quote dashboard

In the quote dashboard, these same quotes appear as OPEN while they are still being worked on.

Once the customer submits a quote for review, it leaves that open working state and shows as In Review.

Recommended workflow

Use the two saved views to monitor quote activity in Shopify: working quotes in one, submitted quotes in the other.

Use the quote dashboard to confirm what the customer sees.

This keeps the operational workflow simple without mixing in-progress quotes with the next review stage.

Related guides

• Overview of the quote builder

• Automate Roadmap draft orders

• Overview of the Trade Dashboard