HomeDocDocumentation QuoteFlowCustomer Workflow

Customer Workflow

Customer Workflow

Estimated reading: 1 minute 8 views

Customer Journey (Storefront)

The end-customer experience on the Shopify storefront, from first contact to approved quote.

1

Calculator Displayed on Product Page

The QuoteFlow widget loads automatically via the Shopify Theme Extension. It fetches the calculator configuration from /apps/quote-flow/ (App Proxy) as a Liquid block.

2

Fill in the Interactive Form

The customer enters their parameters (quantity, material, size, uploads files, selects visual options). The price updates in real time on every interaction via POST /evaluate.

Real-timeFile upload
3

Submit the Quote Request

Click on the CTA. A contact form appears: email (required), full name, phone, company, free message, GDPR checkbox (if enabled). Submitted to POST /submit.

GDPRmultipart/form-data
4

Email Confirmation

The customer receives an automatic confirmation email with a summary of their request and a unique reference number generated from the configured prefix.

5

Approval or Rejection Notification

When the merchant approves or rejects, the customer receives an email with the final agreed price (if approved) or a reason for rejection. On approval, a Shopify draft order is created.

Approval emailRejection email

Leave a Reply

Your email address will not be published. Required fields are marked *

Share this Doc

Customer Workflow

Or copy link

CONTENTS

Powered By EazyDocs

Get started