The Scenario
Your B2B sales team closes 40 wholesale deals a week. They track quotes in an Excel file — customer IDs, line items across several columns, custom wholesale pricing. Every approved quote needs to become a Shopify draft order before it can be invoiced. That conversion is currently done by whoever has time to sit at the admin.
This week, that person is out. The 40 quotes are approved. The draft orders need to exist by end of business.
The bad version:
- Open Shopify's draft order creator, select the customer, add the first line item, enter the custom price, add the next line item.
- Save the draft order, note the draft order number, go back to the Excel file, mark the row as done.
- 40 times. With 5-8 line items per order.
The pipeline depends on these draft orders existing. The invoices go out based on draft order numbers. End of day is not theoretical.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads the quote data and creates each Shopify draft order via the API, then writes the draft order ID back so the sales team has their reference numbers without touching the admin.
Create a Shopify draft order for each row in my B2B Quotes sheet — use customer ID in column A, line item variant IDs and quantities in columns C through J, and custom price in column K — write the draft order ID into column L
What You Get
- A Shopify draft order created for each approved quote, with the draft order ID written back into column L.
- Line items and custom pricing applied exactly as specified in the sheet.
- The sales team can send invoice links from the draft orders in the Shopify admin without re-entering any data.
What If the Data Is Not Quite Ready
Only approved quotes should be converted — pending and declined rows should be skipped
Create Shopify draft orders for each row in my B2B Quotes sheet where column M says 'approved' — use customer ID (A), variant IDs and quantities in columns C through J, custom price (K) — write the draft order ID into column L and 'skipped' for rows where column M is not 'approved'
Customer IDs are missing — you have email addresses instead
For each row in my B2B Quotes sheet where column M says 'approved', look up the Shopify customer ID for the email in column B, then create a draft order with variant IDs and quantities in columns C through J and custom price in column K — write the draft order ID into column L
Line item columns vary per deal and need flexible handling
Create Shopify draft orders for each row in my B2B Quotes sheet where column M is 'approved' — read variant ID and quantity pairs from columns C-D, E-F, G-H, I-J (skip blank pairs) — use customer ID in column A and custom price in column K — write the draft order ID into column L
Validate customer, skip non-approved rows, create draft orders with all line items, and write both draft order ID and order URL
For each row in my B2B Quotes sheet where column M is 'approved' and column L is blank, look up the Shopify customer by email in column B, create a draft order with variant/quantity pairs from columns C through J (skipping blank pairs) and custom price in column K — write the draft order ID into column L and the admin URL into column N
One prompt handles customer lookup, line item parsing, and the creation — three steps that would otherwise be manual every time.
Try It
Get the 7-day free trial of SheetXAI and open the B2B quote tracker your sales team uses, then ask SheetXAI to convert all approved rows into draft orders before end of day. Next week's batch will use the same prompt. Also worth reading: how to export orders for financial reconciliation, or the hub overview for all Shopify workflows.