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Quotific CPQ: Frequently Asked Questions

Frequently asked questions about Quotific CPQ

 

What does Quotific CPQ do?

Quotific CPQ is a CPQ tool and a Draft Order Management tool that brings in orders built by your sales team in Shopify, referred to as Draft Orders into your Hubspot deal pipelines in the smartest way possible.

Is it an add-on or a stand-alone app?

  • Quotific CPQ is a standalone app that you can add from within your existing Unific account.

Am I required to have a Unific Account?


If I update an order in Shopify, will I see it updated in HubSpot? 

  • Yes, Quotific CPQ offers a one way sync from Shopify to HubSpot allowing any updates in your Draft Orders to be seen in HubSpot as part of the deal properties. 

If I update an order in HubSpot, will I see it updated in Shopify? 

  • Quotific CPQ offers a one way sync from Shopify to HubSpot
  • You may create a draft order in Shopify without leaving HubSpot
  • You may edit a draft order in Shopify without leaving HubSpot

Is Draft Order Sync available for any cart?

  • Currently Quotific CPQ only offers Draft Order Sync for Shopify

Are catalogs not showing correctly for the selected Company and Company Location on the "Create Draft Order" page?

This happens because Shopify lacks webhooks for Catalogs. Also Shopify doesn't send "company_locations/update" webhook when catalog added/removed to the company location. Please make below actions from "Create Draft Order" page to get updated catalogs,
  • Click refresh link in-front of selected company location.

    company_location_refresh

  • Click on "Select Product from Library" button and open catalog selection page and click on refresh link.

    catalog_refresh

Why are catalog-specific B2B prices or company locations not updating on quotes?

A: Shopify does not emit update webhooks when catalogs are attached or detached from company locations. Quotific uses an automated daily catalog polling schedule and an on-demand refresh button next to company locations in the quote builder to fetch the latest catalog price lists.

 

Can Quotific create a HubSpot PDF quote from a Shopify draft order?

A: Yes, Quotific can automatically import Shopify draft-order details into HubSpot to generate a branded PDF quote. This allows reps to create and send official quotes directly from HubSpot while keeping all line items and order data aligned with Shopify.

Why are the company and contact details not auto-populating when I create a draft order?

A: Auto-population issues typically occur when a deal lacks direct, clear associations to the relevant company or contact in HubSpot, particularly within indirect parent-child company structures. To resolve this, support recommends verifying and correcting direct deal-level associations before treating the behavior as a Quotific defect.