Downloading drafts

Download draft order documents as PDF files to your computer. Save quotes and invoices for your records, share them via other channels, or archive them for accounting purposes.

Why This Matters

• Keep local copies of quotes and draft invoices

• Share PDFs through channels other than email

• Archive draft documents for record-keeping

• Attach draft invoices to other systems or emails

How It Works

When you click the download icon, the app generates a PDF using your selected template and saves it directly to your computer. The file downloads to your browser's default download location. For bulk downloads, all selected drafts combine into a single PDF file.

Download a Single Draft Order

1

Go to Draft Orders

Navigate to Draft Orders in the sidebar and find the draft you want to download.

2

Click the download icon

Click the download icon (arrow) in the Actions column for that draft order.

3

File saves automatically

The PDF downloads to your browser's default location. The filename includes the draft order number for easy identification.

Bulk Download

Download multiple draft orders as a single combined PDF.

1

Select draft orders

Check the boxes next to each draft you want to download. Use Shift+click to select a range.

2

Click Download

In the bulk action bar that appears, click Download.

3

Combined PDF downloads

The combined PDF downloads automatically. Each draft order appears on separate pages within the file.

Download from Detail Page

You can also download from the draft order detail page.

1

Open the draft order

Click on a draft order row to open its detail page.

2

Click Download

Click Download in the page actions (top-right corner).

3

PDF downloads

The PDF downloads using your default template. This method is useful when you're already viewing a draft order's details.

Download from Print Page

For more control over templates, use the print page.

1

Open the print page

Click the printer icon on any draft order to open the print page.

2

Select template and language

On the print page, select your template(s) and language from the options on the right.

3

Preview the PDF

Review the PDF preview to ensure it looks correct before downloading.

4

Click Download

Click Download to save the file. This method is useful when you want to choose a specific template or preview before saving.

Limits & Plan Notes

Plan	Draft Order Downloads
Free	Not available
Pro	Unlimited
Ultimate	Unlimited
Wholesale	Unlimited

Draft order downloads require a Pro plan or higher (Pro, Ultimate, or Wholesale). Free plan users can only download regular order documents.

Common Questions & Issues

The download doesn't start.

Your browser may be blocking the download. Check for a blocked download notification in your browser. Some browsers require you to allow downloads from the site. You can also try using the print page and clicking Download from there.

I can't find the downloaded file.

Check your browser's download folder (usually Downloads on your computer). You can also check your browser's download history to see where the file was saved. The filename includes the draft order number.

The PDF shows the wrong template.

The download icon uses your default template. To use a different template, click the printer icon instead, select your preferred template on the print page, then click Download.

Can I download drafts as separate files instead of one combined PDF?

Bulk download combines all selected drafts into one file. To get separate files, download each draft order individually using the download icon on each row.

Related Guides

• Printing Drafts: Print draft documents directly

• Sending Drafts: Email drafts to customers

• Templates: Customize document appearance