The Hidden Leak

Your quote lives in HubSpot. Your order lives in Shopify. Your reps live in both.

If you sell furniture on Shopify and use HubSpot as your CRM, you already know how this goes:

  • Reps build a quote in HubSpot to send the customer — priced from memory, no real catalog behind it.
  • Once the customer says yes, they open Shopify and rebuild the whole thing as a draft order — for the real inventory location, catalog price, fabric or finish upcharges, and shipping.
  • The HubSpot deal and the Shopify order end up as two separate records for one customer, and somebody has to merge them.
  • Nobody can tell you the real close rate — because the pipeline number in HubSpot doesn’t match what actually shipped in Shopify.

It’s the same job. Twice.
Every deal. Every rep. Every week.

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.

Get the 7‑Day Fix

HUBSPOT DEAL Ashford Design Studio $ 9,040 · Trade account QUOTIFIC CPQ Configure once, inside HubSpot products · inventory · catalog · shipping SHOPIFY DRAFT ORDER Ashford Design Studio $ 9,040 · Same deal
The Shopify draft order and the HubSpot deal are the same record.

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.

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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.

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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.

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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.

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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

Built for furniture brands ready to standardize their sales process. If your team ships at least 10 quotes a month and HubSpot is your CRM, you’ll feel the difference within a week.

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.

Ready to stop quoting every order twice?

Book your kickoff and we’ll have your team sending tracked quotes from HubSpot — using your Shopify catalog — by next week.