Steps that need to be taken before you can start using Quotific - Shopify Draft Order Management App
Table of Contents:
If you already have a Unific account:
- Log in to your Unific account
- On the left menu, click link to go to Quotific CPQ page
- If it asks you to add a trial, choose a plan, then select the trial
- You will be able to add the Quotific CPQ connection. See video.
Video Overview
If you do not have a Unific account:
- You can sign up for Quotific here.
- The onboarding of Quotific should let you connect Shopify and HubSpot
- Visit HubSpot and open any contact or deal
- On the contact or deal, on the rightmost pane, you will see a card for Unific
- On that card, there will be an "Actions" link
- Click that link and the "Create Draft Order" button should show
- Click that button to see the Quotific draft order creation page.
If you need assistance or have any questions at any point during the process, you can submit a ticket here.