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PDF to Order roadmap

What we're building next

See what's in progress and what's planned, then vote for the ideas you want most. Your votes help us decide what to build next.

How it works

  1. You vote on ideas
  2. We review every vote
  3. We build the top ideas
  4. You see it ship

Feature roadmap

1 vote across the roadmap

Recently shipped

5 items

Auto-create missing customers

Shopify Order Completion

PDF to Order can now create the customer in Shopify automatically when no matching record exists, so orders from new buyers don't get stuck.

Shipped September 2026

Price overwrite from the PDF

Business Rules & Automation

Draft orders can now use the price written on the purchase order instead of the Shopify price, when you turn this option on.

Shipped September 2026

PO number mapped to the draft order

Shopify Order Completion

The purchase order number now appears directly on the Shopify draft order, making it easy to match orders to your customer's own records.

Shipped September 2026

Every processed order in one list

Visibility & Review

See every purchase order PDF to Order has processed in one list, right inside your Shopify admin, instead of searching through emails.

Shipped September 2026

Original order file saved in Shopify

Visibility & Review

The original purchase order file is now saved in Shopify Files and linked directly on the draft order, so you can always find the source document.

Shipped August 2026

In progress

3 items

Smarter customer matching beyond email

Extraction & Matching

Match orders to customers using company name, contact name, account number or email domain, not just an exact email address. Also maps multiple senders to the right parent company and location.

Expected Q4 2026

Address and contact matching rules

Extraction & Matching

Choose whether the PDF or your Shopify records control the shipping address, and prioritize the forwarding email over addresses found inside the PDF. Also handles drop-ship orders and names without a company.

Auto-create B2B companies, not just customers

Shopify Order Completion

When no match is found, PDF to Order creates the full B2B company in Shopify, not just a customer. It assigns the catalog and payment terms, and uses the ship-to as the company address.

Planned

4 items
1 vote

Oracle NetSuite connector

Connectors & Integrations

Create sales orders directly in Oracle NetSuite from the purchase orders you receive, matched to your NetSuite customers and items, not just in Shopify.

Expected Q1 2027

0 votes

SPS Commerce (EDI) connector

Connectors & Integrations

Receive orders directly through SPS Commerce EDI instead of downloading PDF files from the SPS portal. Orders flow straight into PDF to Order for processing.

0 votes

Shipping method and carrier mapping

Shopify Order Completion

Map terms like 'ground' or 'standard shipping' from the purchase order to your Shopify shipping methods, and read carrier account numbers. Shipping cost always comes from Shopify, never from the PO.

0 votes

Control who receives notification emails

Notifications & Communication

Choose exactly who gets notified about each order: send results back to whoever submitted the PO, or route them to a group of sales reps.

Under consideration

8 items
0 votes

Multiple orders in a single email

Order Intake Channels

Process several purchase orders or PDFs sent together in the same email. Each one becomes its own draft order in Shopify.

0 votes

Process orders sent as images

Order Intake Channels

Extract orders from image files like photos or screenshots, not just PDFs. Useful when a customer snaps a picture of a paper order instead of scanning it.

0 votes

Part number cross-reference

Extraction & Matching

Match products using old or retired part numbers, the customer's own part number, the vendor's part number or a UPC barcode, then translate it to your product automatically.

0 votes

Unit of measure conversion

Extraction & Matching

Convert automatically when a customer orders by unit but you sell by case or pallet. The draft order reflects the correct quantity in your selling unit.

0 votes

Order validation rules

Business Rules & Automation

Set rules like minimum order quantities, full pallet or layer quantities, free goods past a threshold, or products restricted by country. Orders that break a rule get flagged.

0 votes

Confidence score on each line

Extraction & Matching

See a confidence score on every line of an extracted order so you know exactly what to double-check before approving. Focus your review time where it matters.

0 votes

Flag price differences vs agreed pricing

Business Rules & Automation

Automatically flag when a price on the purchase order differs from the agreed quote or price list, so nothing gets approved at the wrong price.

0 votes

Review only the orders with exceptions

Visibility & Review

Let clean orders go straight through to Shopify and only send the ones with exceptions for review. Ramp up automation gradually as you gain confidence.

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