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Customers want PDF quotes/invoices before they buy so they have something solid to submit to their procurement teams. Is there a way to generate a quote from a draft order? Right now, I have to select net 30 so that it creates the order and I then use order printer. I'm wondering if this can be done from the draft stage.
This is possibly done using a mechanic script automation there's no exact match based on draft orders but there is an example for orders.
https://tasks.mechanic.dev/send-a-pdf-invoice-when-an-order-is-created
So as a base to instead stay as a draft-order that script would need to changed to draft orders and logic to work on something like a tag like "invoice" being added to the draft that then generates the pdf ,emails its. And depending organization needs probably when done adds a tag like "invoice_sent_YYYY-MM-DD-t' to that draft.
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I use an app called order printer pro, where you can add html in the Draft order template thats says "Click to download in PDF" and it generates PDF quote of the draft order. You can also do this for order receipt.
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