--- title: "Convert a quote to a draft order" description: "The all-plans path: a buyer accepts your proposal, you convert it to a native Shopify draft order, and the buyer pays via a Shopify invoice or checkout." url: "https://www.quotway.com/docs/converting-to-orders/convert-a-quote-to-a-draft-order" type: "documentation" category: "converting-to-orders" updated: "2026-10-09" locale: "en" source: "QuotWay - B2B Quote & Negotiation App for Shopify" --- # Convert a quote to a draft order **Read time:** 5 minutes. **Who it's for:** Merchants taking an accepted quote across the finish line - turning it into a real Shopify order the buyer can pay for. When a buyer accepts your proposal, the quote is agreed but not yet an order. Converting it creates a native **Shopify draft order**, from which you send an invoice or hand the buyer to checkout. This is the simple, full-acceptance path, and it works on every QuotWay plan - Lite, Starter, Professional, and Enterprise. ## What converting actually does Why a draft order, and not a custom order type? Because QuotWay doesn't reinvent Shopify's order system. When you convert, QuotWay creates a standard Shopify draft order with the agreed line items, prices, and any locked shipping. From that point on, it's an ordinary Shopify draft order - you invoice, collect payment, and fulfill exactly as you would for any other order. Your reports, taxes, and apps all see a normal Shopify order. ## Before you start - The buyer has accepted the proposal. The quote shows `FULLY_ACCEPTED`. (If only some lines are accepted, you're on the advanced path - see the note at the end.) - The product variants on the quote still exist in Shopify, and the buyer is linked to a Shopify customer record. - You know how the buyer will pay: a Shopify **invoice** (you email them a payment link) or **checkout** (they complete the order themselves). ## The accept-to-order flow Here's the full round trip, end to end: 1. **You send a proposal.** The quote moves to `PROPOSAL_SENT`. The buyer gets a name-only email - it names the quote and links to where they review it, but never shows prices in the email body. 2. **The buyer accepts every line.** They review the proposal in the Buyer portal or their Shopify customer account and accept the whole proposal. The quote flips to `FULLY_ACCEPTED`. (If a buyer-side approval workflow applies, the quote sits at `AWAITING_BUYER_APPROVAL` until their chain clears, then lands on `FULLY_ACCEPTED`.) 3. **You convert.** Open the accepted quote and select **Convert to draft order**. QuotWay creates the Shopify draft order with the agreed lines and prices. 4. **The quote flips to `FULLY_CONVERTED`.** Every accepted line is now in the draft order. The quote's timeline records the conversion and links to the Shopify order. 5. **You invoice or check out in Shopify.** Open the draft order in your Shopify admin, send the invoice (or complete the order), and collect payment the normal Shopify way. That's the whole loop: request → proposal → accept → convert → pay. ## Shipping and tax at conversion Shopify recalculates tax and shipping when the draft order is created. If your proposal locked a final shipping rate, QuotWay forwards it onto the draft order. If shipping was left pending, you set it at draft-order time in Shopify. Any difference between the proposed and recalculated figures - tax, shipping, or inventory - is recorded on the quote's timeline. Shipping drift is surfaced for you to review but doesn't hold the conversion. **Tax** drift beyond your configured threshold does: the conversion needs your acknowledgement before an order goes out, and an automated conversion halts for a human. See [Troubleshooting common issues](../troubleshooting/common-issues.md) for how to reconcile drift, and [Shipping on a proposal](../negotiation/shipping-on-a-proposal.md) for setting the rate in the first place. ## After you convert The buyer ends up with a standard Shopify order and pays through Shopify - there's no QuotWay-specific payment step. Refunds, cancellations, returns, edits and fulfillment all happen in Shopify against that order. Once a quote is at **Order completed**, QuotWay records it on the quote if the order is cancelled or fully refunded; partial refunds, returns, order edits and fulfillment stay on the Shopify order, so check the order itself for those. ## Payment terms at conversion If the proposal set **payment terms** (Due on receipt, Due on fulfillment, Net 30/60/90, or another term your store has in Shopify), the draft order is created with those terms - the same as switching on "Payment due later" on a draft order by hand. The convert screen asks for the invoice **issue date**, and the payment due date is calculated from it. One set of terms applies to the whole quote, including when you split it into several draft orders. This works on any quote and every plan; Shopify B2B isn't required. If QuotWay's payment-terms permission was removed after the proposal was sent, the convert screen shows **Re-enable payment terms** - one click restores it. See [Proposals and versions](../negotiation/proposals-and-versions.md). ## Deposits at checkout (Shopify Plus stores) If your store is on Shopify Plus and the proposal carried a **deposit** (a percentage set next to payment terms in the proposal editor), the converted draft order carries it too. Shopify checkout collects the due-now amount natively; the balance follows the quote's payment terms. You'll see the exact due-now/due-later split when you calculate the group in the convert wizard, and again on the converted order. Deposits are percentage-based (1-99%) and available on Shopify Plus stores, from the **Professional** plan - on other stores the deposit controls don't appear. Deposits combine with payment terms, for example "50% down, balance Net 30". ## When one order isn't enough This article covers the simple path: the buyer accepts everything, and you create one draft order. If your buyer wants to accept only some lines, or you need to split an accepted quote into several draft orders (different addresses, warehouses, or shipments), that's the next level up. > ⚠️ Partial acceptance and split conversion require the **Professional** plan or higher. See [Partial acceptance and split conversion](./partial-acceptance-and-split-conversion.md) for accepting a subset of lines and creating multiple draft orders from one quote - including the `PARTIALLY_ACCEPTED` and `PARTIALLY_CONVERTED` states. ## Related articles - [Proposals and versions](../negotiation/proposals-and-versions.md) - build the proposal the buyer accepts. - [Partial acceptance and split conversion](./partial-acceptance-and-split-conversion.md) - accept some lines and create multiple draft orders (Professional+). - [What buyers see](../buyer-experience/what-buyers-see.md) - the buyer's side of accepting a proposal.