The Challenge
B2B and wholesale sales are more complex than standard retail transactions. They involve negotiated pricing, custom product configurations, multi-item quotes, and approval processes before an order is confirmed. Managing all of this manually inside Shopify is slow, error-prone, and doesn’t scale with your client base.
- Sales reps spend excessive time manually creating draft orders for each wholesale client
- Custom pricing and product combinations are entered by hand, introducing errors
- Quote revisions require re-doing work that could be automated
- The gap between a verbal agreement and a finalized order creates friction and delay
- Tracking which draft orders are pending approval vs. ready to complete is a manual task
The Autohive Solution
Shopify’s draft order system is purpose-built for pre-transaction negotiations and custom orders. With Autohive’s Shopify Admin integration, you can automate the entire draft order lifecycle — from generation through revision to completion.
Automated Draft Order Creation
When a B2B inquiry comes in — from a form, CRM trigger, email, or any upstream system — Autohive can automatically generate a Shopify draft order with the right products, quantities, and negotiated pricing applied. No manual entry required.
Dynamic Order Modification
As negotiations evolve, Autohive can update existing draft orders to reflect revised quantities, pricing adjustments, or product changes. Each update is made programmatically, keeping your Shopify records accurate without back-and-forth manual edits.
Seamless Draft-to-Order Completion
Once a deal is agreed upon, Autohive can complete the draft order and convert it into a live Shopify order automatically — triggered by an approval action, a CRM status change, or any defined event in your workflow.
Benefits
- Faster sales cycles - Automatically generate draft orders the moment a quote is requested, reducing turnaround time
- Fewer pricing errors - Programmatic creation ensures negotiated rates are applied accurately every time
- Less admin overhead - Sales reps focus on closing deals, not manually keying order data
- Better client experience - Quotes arrive faster and revisions are handled without delays
- Accurate Shopify records - Every draft and completed order is properly recorded in your Shopify backend
How It Works
- Connect Shopify Admin - Link your Shopify store to Autohive using the Shopify Admin integration
- Define your triggers - Set up triggers from your CRM, form submissions, or communication tools that initiate the draft order workflow
- Configure order templates - Map products, pricing rules, and customer data to Shopify draft order fields
- Automate modifications - Build update workflows triggered by negotiation stages or approval actions
- Complete on confirmation - Configure the final step to convert approved draft orders to live Shopify orders automatically
Getting Started
- Sign up at app.autohive.com
- Connect your Shopify store from the marketplace using the Shopify Admin integration
- Configure your draft order automation workflows
- Deploy your agents to streamline your B2B and custom order processes
