Quotes that become Shopify draft orders
Build a wholesale quote while the buyer is on the phone — name your price per line, see contract pricing live, and send it to Shopify as a completely standard draft order.
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The short version
- A quote screen built for phone selling — nothing reloads when a quantity or price changes, so a long multi-line order is roughly half the time of building it natively.
- Name your price per line. Type the number you agreed on the call instead of working backwards from a catalog price with a discount.
- The customer's purchase history, contract pricing, and cross-sell suggestions sit beside the cart, so nobody has to open a second tab mid-call.
- The output is a completely standard Shopify draft order under Orders → Drafts. Taxes, shipping, invoicing, payment, and fulfillment are unchanged.
Three words, three things
RevLogic is deliberately precise about vocabulary here, because the distinction matters:
- Quote — what your sales team builds while the buyer is on the phone: line items, quantities, agreed prices, a PO number, notes and tags.
- Draft order — what that quote becomes in Shopify the moment it is sent. A completely standard draft order, under Orders → Drafts.
- Order — what Shopify creates when the draft is completed or the invoice is paid, exactly as it does today.
There is no parallel order system, no separate database of quotes to reconcile, and nothing for your finance process to learn. RevLogic improves the twenty minutes where the order gets built and then gets out of the way.
Why not just use the native draft-order screen?
Shopify’s draft-order screen works. It was not designed for someone with a customer on the phone, and the difference shows up in four places.
It reloads on every change
Change a quantity on a native draft order and the page goes away and comes back. On a twelve-line wholesale order with a buyer reading part numbers down the phone, that adds up to minutes of dead air per call. RevLogic’s quote screen updates line totals and the subtotal as you type, with no reload at all.
You can’t type the price you agreed
Wholesale prices get negotiated on the call. The native screen models this as a discount off the catalog price, so a sales rep who has agreed “$18.50 a unit” has to work backwards to a percentage that produces $18.50, or apply a fixed discount and hope the rounding lands.
The quote screen takes the number directly. Type $18.50, move on.
The customer isn’t in front of you
Building an order natively means the buyer’s history is in another tab. The quote screen keeps it alongside the cart:
- Who to ask for — the contact, their email and phone, the company and location on a B2B account, with links straight through to the matching page in your Shopify admin.
- Addresses in full — the shipping and billing blocks the order will actually use, including suite and unit lines.
- What they normally buy — a Frequently ordered quick-add list built from this customer’s own history, so a reorder is a few clicks rather than a catalog search.
- Their intelligence profile — order cycle, revenue trend, and churn context, so your sales team knows whether this is a routine reorder or a recovery.
Nothing suggests the next line
The quote screen carries a “Goes with this quote” panel that updates as items are added — pairings mined from your store’s own order history, ready to add at the price the quote is using. See cross-sell recommendations.
B2B contract pricing, live, on any plan
If the customer is a company location with a B2B catalog, the quote screen resolves their contract prices and quantity price breaks and shows them on every price on the screen, updating as quantities change. Your sales team quotes the number the buyer is actually entitled to without a manual lookup, and without needing Shopify Plus. More on that in native Shopify B2B support.
Everything gets logged
A quote is a sales event, so RevLogic records it:
- It lands on the customer’s activity timeline automatically, next to the notes and calls.
- It is tagged and credited to whoever keyed it, which is what makes a sales-by-order-taker report possible in Shopify Analytics.
- The PO number, discount codes, and quote tags carry onto the Shopify draft order.
If you’d rather not use it
The quote screen is on by default and can be switched off in Settings. With it off, New quote either creates a prepopulated Shopify draft order — customer, email, and address already filled in — or opens a blank new-order screen, whichever your team prefers. RevLogic’s intelligence still does its job either way; only the order-building step changes.
Frequently asked questions
- Does RevLogic create its own order system?
- No. RevLogic gives your sales team a faster place to build the quote and then hands Shopify a normal draft order. It appears under Orders → Drafts like any other, and completing it or collecting payment creates a normal Shopify order. Taxes, shipping rates, tax exemptions, invoicing, and fulfillment all run through Shopify exactly as they do today.
- Can I type the price I agreed on the phone?
- Yes. Each line takes your own unit price and discount, entered as you add the item. This is the main practical difference from Shopify's native draft-order screen, which asks you to discount off the catalog price and work backwards to the number you promised the buyer.
- Does it handle B2B contract pricing?
- Yes, on any Shopify plan. When the customer is a company location with a B2B catalog, contract prices and quantity price breaks are resolved and shown live as the quote is built, so what your sales team sees on screen is what the buyer is entitled to. Opening a quote for a company buyer resolves to their company location, so the right price list applies.
- What about PO numbers and tags?
- Both are captured under Quote details on the quote screen and carried onto the draft order in Shopify. Quotes are also tagged so you can identify RevLogic-originated orders later, which is what makes the sales-by-order-taker report possible.
- Can I turn the quote screen off and use Shopify's native flow?
- Yes. The quote screen is on by default and can be disabled in Settings. With it off, clicking New quote either creates a prepopulated draft order with the customer's details already filled in, or opens a blank Shopify new-order screen — whichever you choose.
- Why doesn't the quote screen show tax and shipping?
- It shows a subtotal of your line prices and discounts. Tax and shipping are calculated by Shopify when the quote becomes a draft order, because that is where your real tax rules, customer tax exemptions, and shipping rates live. Showing an estimate in RevLogic would risk quoting a number your store then disagrees with.