This article describes how Quotific CPQ can be used to generate a HubSpot PDF Quote from a Shopify Draft Order
The beauty of syncing Draft Orders to HubSpot is that you can use the HubSpot Quotes tool to generate a PDF of that Shopify Draft Order and send it to the customer.
Video overview
How to create a PDF Quote for a Draft Order
- Create a Deal in HubSpot (manually or through Automation)
- Associate a contact to the deal
- Find the Quotific CPQ CRM Card
- Click Action > Create Draft Order
- Go through the process of creating the draft order
- Unific will update the deal with the Draft Order line items and other details
- Once the deal is updated with the line items by Quotific CPQ, then find the HubSpot Quotes CRM card
- Click "Add" in the Quotes CRM card
- The HubSpot quote creation wizard will load
- The line items from the deal should be added to the Quote
- Complete the process of making the quote. You should end up with a link to the HubSpot quote.