How to Create Customized Quotes and Draft Orders in Shopify with Order Printer Pro

How to Create Customized Quotes and Draft Orders in Shopify with Order Printer Pro

If you’re selling B2B, chances are you’re looking for a quick and easy way to send out custom quotes or draft orders (estimates) to your customers. Getting a dependable solution in place for this common task can be a game changer for your efficiency and customer experience.

In this article, we’ll go over some of the ways Order Printer Pro can help you – and we’ll walk you through the steps needed to create a custom Shopify quote or draft order using this powerful, adaptable app.



The Benefit of Draft Orders and Customized Quotes

There are many reasons why you might want to create a custom quote within Shopify. Draft orders serve various purposes, including:

  • Manually recreating orders from any of your active sales channels.
  • Generating an order for accepting payments for phone, in-person, or email-placed orders at a later time.
  • Utilizing custom items to account for extra costs or products not visible in your inventory.
  • Dispatching a quotation to customers with a secure checkout link for payment.
  • Offering products at discounted or wholesale rates.

Whatever you choose to use your draft orders for, you’ll need a solution that’s dependable, quick to use and easily incorporated into your existing workflows.

Why Use Order Printer Pro?

Order Printer Pro is a solution that’s specifically designed for seamless Shopify integration. It offers quick and simple set up, and once you’re up and running the whole solution works flawlessly within your Shopify admin, helping keep the process streamlined and intuitive. 

Order Printer Pro is fully customizable too, giving you the chance to apply your branding to the paperwork you create. Professional looking documentation makes a big difference when winning trust in new customers so the ability to quickly add your logo, fonts and brand colors to your Shopify quotes and draft orders is hugely helpful.

Creating Your Draft Order or Customized Quote with Order Printer Pro

Once installed, you can start to set up Order Printer Pro with your branding. This can be a very quick and code-free process (simply upload your logo to the app’s pre-existing templates). But if you’d rather have complete control over the final look and feel of your documents, roll up your sleeves and access full customization via code.

Next, you can head to your Shopify admin and visit Draft Orders. Now simply load the Order Printer Pro app via the “More options” drop down menu to generate the document. Templates can be easily managed and customized, and you can also preselect templates such as the draft order template to be generated automatically whenever you come from the draft order section of Shopify.

For a clear video walkthrough of the main functionalities of the app, including how to set up and send a customized draft order document, head to our explainer here.

Download Order Printer Pro – completely free for up to 50 orders every month,

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