📝 Send Line Item Notes to Shopify Draft Orders
Got special instructions or details on a proposal line item? You can now carry them straight through to the Shopify draft order. ✨
When you convert a proposal into a draft order, each line item's note will be attached as a line item property — visible to your customer at checkout and saved with the order. Perfect for engraving text, customization details, dietary requirements, or any per-product instructions your customer needs to see.
⚠️ Heads up: once notes are transferred to a draft order, they can't be edited or added afterwards. Make sure your notes are exactly how you want them before converting the proposal.
It's an optional toggle, so it's there when you need it and out of the way when you don't. Head to Settings → Proposals, scroll to the new Shopify draft order section, and switch it on. 🎛️