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Corporate Gifting Quotes & Estimates on Shopify

Create quotes and collect prepayment for corporate gifting orders using Shopify draft orders before importing recipients.

Send To Many does not currently have a built-in way to create a quote or estimate before a Send is finalized. However, you can use Shopify draft orders to create a quote, collect prepayment, and then import recipient addresses into Send To Many to generate the actual orders.

Creating the Quote​

Start by creating a Shopify draft order manually to serve as your quote or estimate:

  1. In Shopify admin, go to Orders > Drafts > Create draft order.
  2. Add the products and quantity the customer wants to gift.
  3. Assign the customer to the order.
  4. Optionally reserve inventory to hold the items while the customer decides.
  5. Add a custom shipping rate with an estimated amount. For example, if you expect 10 recipients at roughly $10 each, add "Estimated Shipping" at $100.
  6. Apply any discounts if applicable.
  7. Leave estimated tax blank. Actual tax will be calculated per recipient later in Send To Many.

From the draft order page, customize the invoice subject and message and send it to your customer. You can frame it as a quote, estimate, or prepayment request.

After the Customer Responds​

Once the customer finalizes their recipient list, you have two paths depending on whether they paid the estimate upfront.

Option A: Customer Prepaid the Estimate​

If the customer paid the draft order invoice, use a Send preset configured to skip inventory (since you already reserved it on the draft order) and skip invoicing (since payment was already collected):

  1. Create your Send with the same products the customer ordered.
  2. Upload the recipient list.
  3. Validate addresses and select shipping rates. The actual per-recipient shipping may differ from your original estimate.
  4. Finalize the Send and generate the aggregate invoice.
  5. On the aggregate draft order, add a discount equal to the amount already prepaid.
  6. The remaining balance reflects the difference between your estimate and the actual calculated costs.
  7. Send the updated invoice for the remainder, or mark it as paid if the amounts match.
  8. Process the orders to generate recipient orders in Shopify.

Option B: Customer Did Not Prepay​

If the draft order was only a quote and no payment was collected, use the standard corporate gifting workflow:

  1. Create your Send with the products.
  2. Upload the recipient list and validate addresses.
  3. Let Send To Many calculate actual shipping and tax per recipient.
  4. Finalize and generate the aggregate invoice with the real totals.
  5. Collect payment through the invoice, then process the orders.

This is the simpler path since you skip the prepayment reconciliation step entirely.

When Costs Differ from the Estimate​

It is common for the final amount to differ from the original estimate. Shipping rates vary by recipient address, tax varies by destination, and the customer may change their recipient count. The aggregate invoice from Send To Many reflects the actual calculated costs, and you reconcile the difference against any prepayment using a discount on the draft order.

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