--- title: "Send quotes for draft orders" description: "Turn a Shopify draft order into a quote PDF, then email, print or download it." url: https://help.invoicefalcon.com/send-quotes-for-draft-orders/ section: "Invoices and documents" last_updated: 2026-10-28 --- # Send quotes for draft orders > Turn a Shopify draft order into a quote PDF, then email, print or download it. Use this guide if you create draft orders in Shopify and want to give the customer a quote before they pay. By the end, the customer has a quote PDF in their inbox, or you have it printed or saved. ## Before you begin - Create the draft order in Shopify first, with the products and a customer. Invoice Falcon makes a quote for each draft order; it doesn't create draft orders itself. - Quotes are sent by you. Automatic sending covers orders only, not draft orders. - On the Free plan, printing, downloading or emailing a quote counts toward your monthly limit of 50, the same as an invoice. See [How the monthly invoice limit works](https://help.invoicefalcon.com/monthly-invoice-limit/). ## What customers will see An email from your store with the quote attached as a PDF. The email uses your quote email text, which you can change under **Quote emails** in **Settings** > **Emails**. See [Customize your invoice emails](https://help.invoicefalcon.com/customize-invoice-emails/). The PDF uses the template set as the default for **Draft orders**. On new stores this is **Default quote**. To use another one, see [Rename a template and set a default](https://help.invoicefalcon.com/set-a-default-template/). ## Set it up ### Open the quote 1. Open your Shopify admin and click **Invoice Falcon** in the left menu. 2. Click **Orders** in the app's menu. 3. Click the **Drafts** tab. 4. Click the draft order number in the **Draft #** column. The quote preview opens. You can also start from Shopify: open the draft order in your Shopify admin, click **More actions**, then click **Send or Print Quote**. This opens the same quote page in Invoice Falcon. ### Email the quote 1. On the quote page, open the **Send** menu at the top. 2. Click **Send email** to send it with your usual text, or **Review & send** to check the address and change the subject or message first. 3. Click **Send email** (or **Send invoice** in **Review & send**). For more on the two options, see [Email an invoice to a customer](https://help.invoicefalcon.com/email-an-invoice/). ### Print or download the quote 1. On the quote page, open the **Actions** menu above the preview. 2. Click **Print** or **Download PDF**. On the **Drafts** tab you can also use the print, download and envelope icons in the draft order's row, or tick several draft orders to print, download or email them together. See [Print or download invoices in bulk](https://help.invoicefalcon.com/bulk-print-and-download/). ## Check your setup 1. Create a test draft order in Shopify with your own email address as the customer. 2. Email the quote from Invoice Falcon and open the PDF in your inbox. 3. On the **Drafts** tab, the draft order now shows a number in the **Invoice #** column, and its envelope icon turns blue. ## Troubleshooting ### My draft order isn't on the Drafts tab Check the **Date range** and **Status** filters at the top of the list, and clear the search box. The list shows draft orders straight from Shopify, so a draft you just created appears right away. ### The quote looks like an invoice The template set as the default for **Draft orders** is an invoice design. Make your quote template the default for **Draft orders** instead. See [Rename a template and set a default](https://help.invoicefalcon.com/set-a-default-template/). To fix one quote right away, pick the quote template in the **Templates** sidebar on its page. ### Failed to send email. Please try again. The draft order probably has no customer email. Use **Send** > **Review & send** and type the address in **Email(s)**, or add a customer to the draft order in Shopify. ### The quote doesn't show a change I made to the draft order Use **Other** > **Regenerate** on the quote page to rebuild it from the draft order. If you edited the quote with **Edit invoice**, regenerating removes those edits. See [Regenerate an invoice](https://help.invoicefalcon.com/regenerate-an-invoice/). ## FAQ ### Can quotes be sent automatically? No. Automatic sending covers orders only. Send each quote yourself from its page or from the **Drafts** tab. ### What happens to the quote when the customer pays and the draft becomes an order? The quote stays on the **Drafts** tab. The new order gets its own invoice on the **Orders** tab, like any other order. ### Can I change the prices or products on a quote? Yes, on the Pro plan. Click **Edit invoice** on the quote page. See [Edit an invoice](https://help.invoicefalcon.com/edit-an-invoice/). Or change the draft order in Shopify and regenerate the quote. ### Can I change the wording of the quote email? Yes, on the Pro plan. Click **Settings** in the app's menu, then on the **Emails** tab click **Customize** in the **Quote emails** section. See [Customize your invoice emails](https://help.invoicefalcon.com/customize-invoice-emails/). ## Related guides - [Email an invoice to a customer](https://help.invoicefalcon.com/email-an-invoice/), for Send email and Review & send. - [Rename a template and set a default](https://help.invoicefalcon.com/set-a-default-template/), to pick the quote template. - [Customize your invoice emails](https://help.invoicefalcon.com/customize-invoice-emails/), for the quote email text. - [Edit an invoice](https://help.invoicefalcon.com/edit-an-invoice/), to adjust a quote before sending.