Installing Quotific

Steps that need to be taken before you can start using Quotific

Table of  Contents:

 


If you have a Growth Plan:

  • You would need to disconnect your Shopify store from Unific, and then reconnect it so that the scopes we need are enabled.
  • Before you start using Quotific, contact the Unific support team so we can run a product historical so that your products are fully up-to-date when creating draft orders.
  • We will also need to create the draft order properties in HubSpot, so that every time a draft order comes through
  • We will also need to get some advanced property mappings set up

If you do not have a Growth Plan:

  • We currently only offer Quotific on the Growth plan and above. To upgrade to the Growth plan, you can schedule a meeting with Daniel Kurt to discuss the switch.

  • This would allow us to create webhooks for draft orders and also create the properties in HS deal record for draft order data

  • Before you start using Quotific, let the Unific team know so we can run a product historical so that your products are fully up-to-date when creating draft orders.

If you do not have a Unific account:

  • You can create a Unific account by going to app.unific.com.
  • Then, you can upgrade to a Growth Plan (you can find more details on this at unific.com/pricing).
  • Then, you can follow the steps above to get Quotific all set up.

 

 

If you need assistance or have any questions at any point during the process, you can contact support@unific.com!