Sending drafts

Email draft invoices or quotes directly to your customers. Send professional documents with PDF attachments so customers can review pricing and complete their purchase.

Why This Matters

• Send quotes to potential customers quickly

• Deliver draft invoices without leaving the app

• Track which drafts have been sent

• Include checkout links for easy customer payment

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How It Works

When you send a draft order, the app generates a PDF using your selected template and emails it to the customer. The email includes the PDF as an attachment and can include a link for the customer to complete checkout. After sending, the draft order status updates to "Invoice Sent" or "Quote Sent" depending on your template.

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Send a Draft Order

Email a draft invoice or quote directly to the customer from the draft order detail page.

1

Go to Draft Orders

Click Draft Orders in the app sidebar to see your draft order list.

2

Open the draft order

Click on the draft order row to open its detail page. This lets you review the order information before sending.

3

Click Send quote

In the Payment section at the bottom of the page, click the Send quote button. This opens the send modal.

Note: The Send quote button only appears for draft orders that aren't completed yet.

4

Configure the email

In the send modal, configure your email:

Field	Description
Send To	Recipient email (pre-filled with customer email)
Bcc Email	Add up to 5 BCC recipients
Invoice Template	Select a draft order template
Language	Choose "Use Billing Language" (Ultimate/Wholesale only) or select a custom language

5

Send the email

Click Send to deliver the email. The customer receives an email with the PDF attached. The draft order status updates to "Invoice Sent" or "Quote Sent".

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Add BCC Recipients

Copy additional people on the email, such as your sales team or accounting.

1

Open the send modal

Open the draft order detail page and click Send quote to open the send modal.

2

Enter email addresses

In the Bcc Email field, type an email address.

3

Add as tag

Press Enter after each address to add it as a tag. You can add up to 5 BCC recipients.

4

Repeat for additional recipients

Continue adding email addresses as needed, pressing Enter after each one.

5

Send the email

Click Send. BCC recipients receive a copy of the email but their addresses aren't visible to the customer.

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Choose the Right Template

Select a template that matches what you're sending:

Document Type	When to Use
Quote	Initial pricing for potential customers. Usually doesn't include payment terms.
Proforma Invoice	Pre-payment invoice showing what will be charged. Common in B2B.
Draft Invoice	Standard invoice format for draft orders awaiting payment.

Select your template in the send modal before sending. If you haven't created a quote or proforma template yet, go to Templates to set one up.

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Limits & Plan Notes

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

Sending draft orders via email requires a Pro plan or higher (Pro, Ultimate, or Wholesale).

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Understanding Sent Status

After you send a draft order, its status updates:

New Status	What It Means
Invoice Sent	You sent the draft as an invoice
Quote Sent	You sent the draft as a quote

The status helps you track which drafts have been communicated to customers. You can filter by status to see all sent drafts.

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Common Questions & Issues

The customer didn't receive the email.

First, ask the customer to check their spam folder. If it's not there, verify the email address is correct in the draft order. You can resend from the detail page by clicking Send quote again. If emails consistently don't arrive, check your sender verification settings.

Can I customize the email message?

The email content is based on your email template settings. Go to Automation Emails > Email Templates to customize the subject line and body text for draft order emails.

Can I send to a different email address?

Yes. The send modal pre-fills the customer's email from the draft order, but you can edit the Send To field directly to send to a different address. Simply clear the field and type the new email address before clicking Send.

How do I resend a draft order?

Open the draft order detail page and click Send quote again. There's no limit on how many times you can send a draft order. The status will remain as "Invoice Sent" or "Quote Sent".

Does the email include a checkout link?

Yes, if your email template is configured to include it. The checkout link lets customers pay directly for the draft order. When they complete checkout, the draft order converts to a real order and the status changes to "Completed".

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Related Guides

• Printing Drafts: Print draft documents instead of emailing

• Downloading Drafts: Save draft PDFs locally

• Sender Verification: Set up your sending domain

• Email Templates: Customize email content