[SYS · 09] Standing system · filed
Quote request → sales builds draft cart with custom freight → single-link checkout. Replaces email-PayPal ping-pong.
A customer submits a quote request. Sales builds a draft order in Shopify admin with the exact products, quantities, and a custom freight line item. The customer receives a secure link that takes them directly to a pre-filled checkout.
5 stages from first touch to closed loop. The system runs this path autonomously; the operator only sees the result at the end.
rands selling $15,000+ paver projects often close the sale over email, then collect payment via bank transfer or PayPal — losing conversion tracking, abandoning the Shopify checkout, and creating accounting headaches. The Quote-to-Cart Flow brings large transactions back into Shopify.
The stack is on the bench, the wiring is documented, and the instance you ship with is yours to extend after handover.
Draft Order API for cart construction. Custom freight line item as a Shopify draft order service item. Secure checkout link generated via Draft Order completion endpoint. Quote request form submits to a server action that creates the draft order and notifies sales via Slack webhook.
DELIVERED WITH
Full source · architecture diagram · workflow exports · runbooks · the keys to every credential the system uses.
Every engagement starts with a paid discovery. We map your case against the rack and tell you which systems fit, which get adapted, and what is genuinely new.