Installing Quotific for Shopify Draft Order Management in HubSpot

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
• If you do not have a Unific account

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.