Creating a draft order using Quotific

A step-by-step guide on creating a Shopify draft order in HubSpot using Quotific

If you're new to Quotific, learn more about it here!

Note: To create a draft order in Shopify, the customer from Shopify must exist in HubSpot before you attempt to create an order. This will be fixed in a release in the near future.

Note: To see the Quotific iframe, you must be logged in to your Unific account (at app.unific.com) in the same browser but in a different tab or window.

Let's get started on setting up Quotific!

  1. Go to https://www.hubspot.com/ and log in with your store credentials.
  2. Go to the "Contacts" tab and go to the page of the profile you would like to create.
    1. Note that Quotific requires that the following fields on the HubSpot Contact Record be filled out prior to starting the Draft Order creation process:
      1. First Name
      2. Last Name
      3. Email Address
      4. Street Address (default HubSpot field in Contact Info)
        City (default HubSpot field in Contact Info)
        Postal Code (default HubSpot field in Contact Info)
        State/Region (default HubSpot field in Contact Info)
        Country (default HubSpot field in Contact Info)
    2. Note that Quotific does not require there to be a contact in Shopify in order to create a Draft Order. If the contact does not exist in Shopify, Quotific will create it. 
  1.  Find the "Quotific" section on the right side of the contact record page. Click "Create Draft Order".Screen Shot 2020-07-27 at 1.16.45 PM
  2. Fill in your Unific login details in the pop-up screen that appears.
    Untitled design (14)
  3. If the contact information that appears is correct, then click "Next".Untitled design (15)
  4. Select the products you'd like to be included in your draft order from the Dropdown Menu. Click "Next". Untitled design (16)
  5. Add any discounts you'd like to have for the draft order. Click "Next". Untitled design (17)
  6. Fill in shipping information for the draft order. Click "Next". Untitled design (18)
  7. Review the details for the draft order and add any notes if needed. If everything looks good, click "Next".Untitled design (19)
  8. Click "Create Draft Order". Congrats! You've now created a draft order.Untitled design (20)
  9. Now, go to your Shopify store portal and go to the "Drafts" tab on the left menu bar. You should be able to see the draft order you just created!Untitled design (21)
  10. If you navigate to the "Deals" tab in HubSpot, you should be able to see the draft order. If you don't see it, ensure the deals are ordered from most recent to least recent using "Last Modified Date".Screen Shot 2020-07-28 at 5.28.10 PM
  11. If you click on the deal, you can see its properties.image (2)