Can we generate a PDF quote from a draft order?

Shopify Apps

Topic summary

The discussion centers on generating PDF quotes from draft orders in Shopify, primarily for customers who need documentation for procurement approval before purchasing.

Current Workaround:

  • One user currently converts draft orders to regular orders (selecting net 30 payment terms) and then uses Order Printer to generate PDFs.

Suggested Solutions:

Mechanic Script Automation:

  • Adapt an existing Mechanic task designed for orders to work with draft orders instead
  • Implement tag-based triggers (e.g., adding an “invoice” tag to the draft order)
  • System would generate and email the PDF, then add a timestamp tag for organization

Order Printer Pro App:

  • Supports custom HTML templates for draft orders
  • Can include a “download as PDF” button directly in the draft order template
  • Also works for generating order receipts

Both approaches allow PDF generation without converting drafts to actual orders, streamlining the quote delivery process for B2B scenarios.

Summarized with AI on November 7. AI used: claude-sonnet-4-5-20250929.
1

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.

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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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