Shopify Quote-to-Order Functionality

via Freelancer ·

Budget / SalaryHourly project
TypeFreelance project
LocationRemote
Posted1 hour ago
My Shopify store is almost ready, but I still need a streamlined quotation workflow so customers can move smoothly from quote to paid order.

Here’s the flow I want built:

• After I approve a quote in the admin, the platform sends the customer a unique, secure link by email.
• When the customer opens that link, the quote details load on a dedicated “Quotation” page. They must first click an Accept button; only then does the standard Shopify Checkout appear.
• Once they pay, the quote automatically converts into a normal order in Shopify, carrying over all line-item details and pricing.

If it’s easier to leverage Shopify Functions, the Storefront API, or a lightweight private app instead of pure Liquid, I’m open to your recommendation as long as the above flow remains intact. The solution should blend naturally with my current Dawn-based theme, respect existing discount logic, and leave room for future tweaks such as staff-generated quotes and quantity edits.

Please outline how you would approach the build, the key steps you see, and any apps, APIs, or custom code you’d rely on. I’ll review proposals based on clarity of approach and past experience delivering similar quote-to-checkout experiences on Shopify.
html shopify templates shopify web development shopify development api integration payment processing
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