The Hidden Leak
Furniture brands on Shopify + HubSpot
OK — here’s the weird thing every furniture Shopify rep is doing.
They’re quoting every deal TWICE.
Once in HubSpot to send to the customer and get signed. Again in Shopify to build the actual draft order once they sign.
Everyone does it. And it’s why your reps’ wrists ache by Thursday.
We built the 7‑Day Draft Order Revenue Launch so your team quotes once — inside HubSpot, using the real Shopify catalog, inventory locations and catalog pricing — and never rebuilds it in two systems again.
The Fix
One deal. One quote. One order.
Quotific CPQ adds one step between your HubSpot deal and your Shopify order — a CRM card where the rep configures the actual Shopify draft order from inside HubSpot, on the deal record itself.
- Reps quote from the real Shopify product catalog — with variants, inventory location, and catalog price for that trade account.
- Custom line items, fabric swatches, artwork links, and finish upcharges all attach to the draft order.
- The quote and the eventual order live on one HubSpot deal — no duplicates, no merging.
- When the customer pays through Shopify’s checkout, the deal moves to closed‑won automatically.
The 7-Day Draft Order Revenue Launch
A done-for-you implementation that turns draft orders into a real, reportable HubSpot pipeline.
Five focused modules. One outcome — every quote tracked, every dollar visible, every rep accountable.
Module 01
CPQ Implementation & Launch
- Connect Shopify, HubSpot and Quotific CPQ end-to-end
- Configure deal pipelines and stages tuned for draft orders
- Map products and pricing so reps build quotes from your Shopify catalog inside HubSpot
- Sync draft and completed orders as a single lifecycle for accurate revenue reporting
Module 02
“Never Lose a Quote Again” Automation Pack
- Auto-create deals from new draft orders
- Auto-assign owners and create follow-up tasks
- Smart alerts on stalled quotes so nothing dies quietly
Module 03
Draft Order Recovery Sequences
- Prebuilt HubSpot email + task sequences for unpaid invoices and ghosted quotes
- Editable templates your reps can use on day one
- Branching logic for paid, partial and abandoned states
Module 04
Draft Order Performance Dashboard
- Live reports on open quotes, close rates and revenue by rep, company and store
- See exactly where money gets stuck — and who’s closing
- Weekly digests sent automatically to leaders
Module 05
90 Days of Quotific CPQ
- Full team access for 90 days
- Multi-store support out of the box
- Quarterly performance review with our team
How It Works
From kickoff to first tracked quote in under a week.
Days 1–3
Connect Systems & Data
Connect Shopify and HubSpot, map products and inventory, and configure pipelines and automations to match how your team already sells.
Days 4–5
Install HubSpot Assets
Install sequences, dashboards and recovery workflows. We QA every flow with sample quotes before your team sees a thing.
Days 6–7
Live Training & Monitoring
Live training for reps and managers. We monitor your first quotes in real time and refine the pipeline before stepping back.
Next 90 Days
Scale & Optimize
You run your quoting pipeline in HubSpot with full visibility, supported by quarterly reviews and direct access to our team.
Who this is for
Fit
Perfect if you are:
- A furniture brand selling on Shopify
- Running trade / wholesale orSkip B2C with a high AOV
- Using HubSpot as your CRM
- Sending at least 10+ quotes / draft orders per month
- Ready to standardize your sales process around one pipeline
Fit
Not if you are:
- You don’t use HubSpot
- You rarely send quotes or draft orders
- You’re looking for a custom CRM rebuild
Risk-Free · Who This Is For
The 7-Day “Ramp or Refund” Guarantee.
If we don’t have your team sending quotes from HubSpot via Shopify draft orders and tracking every open quote as a deal in a live pipeline — within 7 days of your kickoff call —
We refund your $1,500
and give you 3 months of Quotific CPQ free.