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Customers view, download & pay draft order invoices & quotes from their account page.
Your customers shouldn't dig through email to pay you. Put open draft order invoices on the customer account page. Customers log in, see what's due, expand line items, download a PDF, and pay through Shopify checkout in one click. Automated reminders chase unpaid invoices. Quote requests from the cart or a product page turn into draft orders. A dashboard shows what's outstanding and what converts. Works with classic and new customer accounts, and Shopify POS. Works on any customer account.
- Customers view line items, download PDFs & pay invoices on their account page
- Payment reminders: schedule native emails or use Klaviyo flows for email and SMS
- Request a Quote on cart or product pages; convert to a draft order in 1 click
- Edit drafts in-app: custom prices, line-item properties, bulk actions & tags
- Track open totals, invoice views & conversion on a dashboard. POS supported
Languages
English
Works with
- Customer accounts
- Shopify POS
- Shopify Admin
- B2B Wishlist Project Planner
- Checkout
- Klaviyo
Categories
Pricing
Choose the plan that best fits your business.
Free
Free
Features
- Every customer-facing feature
- Customers see 5 open invoices
- Up to 20 invoices a month
- Free forever for development stores
Standard
$29 / month
Features
- Unlimited open invoices
- Payment reminders
- PDF invoices, quotes and branding
- Quote requests
- Klaviyo events
- 100 invoices a month
7-day free trial
Team
$59 / month
Features
- Everything in Standard
- Create and edit drafts in the app
- Assign drafts to your team
- Bulk assign and team board
- Coverage, templates, standard notes
- 500 invoices a month
- Priority support
14-day free trial
Scale
$99 / month
Features
- Everything in Team
- Unlimited invoices
- Setup done for you, collaborator access
- Custom rules on request
14-day free trial
All charges are billed in USD. Recurring and usage-based charges are billed every 30 days.
Reviews (4)
- 100% of ratings are 5 stars
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0% of ratings are 4 stars
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0% of ratings are 3 stars
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0% of ratings are 2 stars
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0% of ratings are 1 stars
I was mainly looking for something that could turn a draft order into a PDF for my clients. Draft Order Invoices & Quotes was the answer. I was able to make a template PDF that I could apply to every draft order. This allows me to send a professional looking quotes to my clients.
When I first installed it on my Shopfiy website, I did have an issue with the PDF function. I contacted the developer through email and explained the issue I was having. Within the hour I had a response and the developer helped me through my issue. I haven't had a problem since.
Staying in contact with the developer I am excited about the future development of this app. It seems like it is going to eventually support the workflow I want for my website. This is extremely helpful because my business focuses on custom woodworking and custom laser engraving projects.
We really appreciate your feedback, insight on new features you'd like to see and kind words. Thank you!
This app was really helpful for our store. It solved the issue being able to invoice customers and our B2B stores by having outstanding draft orders easily viewable on the account page. Being able to send automated reminders also helps us get invoices paid efficiently.
Support was great when I had an issue setting up reminders. It would be great if they added a few more features like better analytics and being able to see when customers view invoices, but overall its a solid app.
Tried to install, but would not let me. Please reach out, would really love to try this app. It would be a huge help
Thanks for the interest, and sorry the very first install attempt didn't go through — that was an early-days hiccup that was fixed shortly after this review. The app has grown a lot since: customers can now view line items, download PDF invoices, request quotes, and pay right from their account page, with automated payment reminders doing the follow-up for you. We'd love to have you try it again — email support@conspireagency.com and we'll get you set up personally.
Support
App support provided by Conspire.
Resources
Launched
December 17, 2021
Data access
This app needs access to the following data to work on your store. Learn why in the developer's privacy policy .
View customer data:
Sensitive data, device and activity data
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Sensitive data
Name, email address, phone number, physical address
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Device and activity data
Geolocation, IP address, browser and operating system
View staff and contributor data:
Store owner
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Store owner
Name, email address, phone number, physical address
View and edit store data:
Customers, products, orders, Online Store, Shopify admin
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View customers
Customer data
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View products
Products, collections
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Edit orders
Draft orders, all order history for the last 60 days
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Edit Online Store
Theme
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Edit Shopify admin
Files
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