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Merchant Journey

Merchant Journey

Estimated reading: 2 minutes 10 views

From installation to quote management, every step of the merchant workflow.

1

Install from the Shopify App Store

The merchant installs QuoteFlow. The OAuth 2.0 flow launches automatically, requests the required permissions, and stores the encrypted access token in the database.

OAuth 2.0Shopify PartnerSession DB
2

Dashboard — Overview

Homepage with key metrics: total calculators, active calculators, drafts, quotes received this month. Quick access to templates, the builder, and recent incoming quotes.

StatCardCtaCardHelpCard
3

Create a Calculator (6-Step Builder)

The heart of the application. The merchant builds their calculator in 6 guided steps with tabbed navigation and a permanent live preview panel.

ElementsFormulaConditionsDesign
4

Link to Shopify Products

Builder step 5: associate the calculator with all shop products, or select specific products via a search against the Shopify Admin API.

all_productsspecific_products
5

Configure Quote Settings

Step 6: customizable messages (title, subtitle, CTA button), GDPR consent toggle, optional fields (phone, company, message), quote numbering prefix.

GDPR ConsentNumbering
6

Publish the Calculator

Transitions status from draft → active via the Publish button. The calculator is immediately available on the storefront via the Shopify Theme Extension.

draft → activeTheme Extension
7

Receive & Manage Quotes

Requests appear in the Quotes table with pending status. The merchant reviews details (form values, file attachments, customer info), enters a negotiated price, and approves or rejects.

pending → approvedDraft OrderCustomer Email

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