Can you create a checkout-like page/form that produces draft orders?

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Can you create a checkout-like page/form that produces draft orders?

ImaginAbleSol
Not applicable
3 0 0

As the title says, we're hoping to have a form that produces draft orders that will act as quotes for customers. We are currently using the forms app and a zapier connection. This works okay except:
1) It costs money from consuming zaps from Zapier
2) It does not calculate shipping and that needs to be manually added in the draft orders page

 

Both of the above are minor, but it would be nice if there was a way to do this within shopify. The checkout page essentially would do this except instead of producing an order it would be nice if we could make a separate page similar to it that produced a draft order. I am fairly resourceful but not a programmer and as such I felt as suggesting the checkout page as a base seemed like a good starting point. Any help or extra info would be wonderful.

Thanks!

Accepted Solution (1)

PaulNewton
Shopify Partner
7192 635 1494

This is an accepted solution.

Hi @ImaginAbleSol 👋 This is primarily relegated to B2B features for Shopify Plus Enterprise plans.

 

For everyone else there's apps like mechanic, or quote apps.

https://tasks.mechanic.dev/create-a-draft-order-from-the-cart 

 

If you need this automation and supporting theme customizations then contact me for services

ALWAYS please provide context, examples: store url, theme name, post url(s) , or any further detail in ALL correspondence.
Contact info in forum signature.

Contact [email protected] for the solutions you need


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Replies 3 (3)

PaulNewton
Shopify Partner
7192 635 1494

This is an accepted solution.

Hi @ImaginAbleSol 👋 This is primarily relegated to B2B features for Shopify Plus Enterprise plans.

 

For everyone else there's apps like mechanic, or quote apps.

https://tasks.mechanic.dev/create-a-draft-order-from-the-cart 

 

If you need this automation and supporting theme customizations then contact me for services

ALWAYS please provide context, examples: store url, theme name, post url(s) , or any further detail in ALL correspondence.
Contact info in forum signature.

Contact [email protected] for the solutions you need


Save time & money ,Ask Questions The Smart Way


Problem Solved? ✔Accept and Like solutions to help future merchants

Answers powered by coffee Thank Paul with a Coffee for more answers or donate to eff.org


ImaginAbleSol
Not applicable
3 0 0

Thank you Paul, would there be any case in which you would suggest to have a programmer do it from scratch to avoid a monthly subscription (if at all possible)?

PaulNewton
Shopify Partner
7192 635 1494

Only if the total cost of custom app development and ongoing maintenance is worth it to the business or experience.

Think about it if a monthly app can provide feature X generating revenue "A" for the cost "B"  .

If A is greater than B why wouldn't you use the app until there's some reason to take full ownership of the process.

Contact [email protected] for the solutions you need


Save time & money ,Ask Questions The Smart Way


Problem Solved? ✔Accept and Like solutions to help future merchants

Answers powered by coffee Thank Paul with a Coffee for more answers or donate to eff.org