Create draft orders from wishlists
Convert a customer's wishlist into an editable draft order for custom pricing, shipping quotes, or assisted checkout.
Merchants can convert any customer wishlist into a Shopify draft order. For a customer in a native B2B company, the draft is created for their company location: see Native Shopify B2B. This is useful for:
- Providing custom shipping quotes for large orders
- Applying custom discounts or pricing
- Assisting customers with checkout
Project planner plan required
Draft order conversion is part of the Project planner plan ($29/month, 14-day free trial). On the Free plan the button is disabled - upgrade from Billing in the app navigation. See Plans, pricing & billing.
Creating a Draft Order
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In your Shopify admin, open the B2B Wishlist Project Planner app
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Go to the Customer Wishlists tab
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Search for the customer by email or wishlist name, then click on the wishlist
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Click Create Draft Order in the top right corner
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The draft order opens in Shopify where you can edit it, add discounts, or send an invoice to the customer
If you have questions or need help, reach out through our contact form.
Branded PDF quotes
Add your logo (from your Shopify files), colors, header and footer text to the PDF quotes exported from wishlists, choose which fields print, and include product or variant metafields.
Connect Klaviyo
Send wishlist activity to Klaviyo and build automated email flows around it - wishlist reminders, winback campaigns, and share follow-ups.