I need to talk to my customers about additional services before their purchase is fulfilled. We sell trophies and awards but we need to know if the customers want any engraving done before we can complete the order. This means stopping the sales workflow before it gets to Payments. How do I do that?
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Easy way is to incorporate engraving needs in a “order notes” box on the product page, or better, have engraving as a variant or bundle option.
I recommend adding a “Carving Service” option to your product options to let customers indicate their needs.
in your product detail page , If a customer selects “Yes” for the carving service, the product page page will automatically display a customized section/popup where they can provide essential details (e.g., carved text/pattern description, font preference, desired carving position, or upload reference images)
All the customer-provided carving information will be clearly displayed in the corresponding order details—both in your merchant backend and the customer’s order history—for easy reference during fulfillment.
Hi @Riverpinn Unless on a shopify-Plus plan, then using something like the draft-orders system may be the way to go to make the add-to-cart more of a contact-for-purchasing situations.
For if payment prevention needs to a hard stop because you can’t/don’t want to force this information on the product pages, etc.
It may need to be done in tandem with things like cart-validation shopify-functions to prevent customers completing payments.
A catch is accelerated checkouts may need to be turned off to avoid things getting through.
If on shopify-Plus then there’s possibilities of putting contact methods inside the checkout itself ,etc.
Reach out to me if you need to explore this in detail(click profile pic on forums for options)
Hi @Riverpinn
If you want to make this process smoother, you could try an app like Easify Product Options. It lets you add engraving fields right on the product page, so customers can enter their text before checkout. You can even turn on a live preview, allowing them to see exactly how the engraving will look. And to avoid mistakes, there’s also the option to add a required checkbox where they confirm the engraving details are correct before placing the order.
It’s a simple setup that keeps everything clear and organized without interrupting the checkout flow. Here’s how it works:
- This is the result
- This is the app setting:
if you want to show custom text in the real time so that your customer can visualize the final product, simply “Enable live preview” in the Product Personalizer
Then, if you want to make sure customers confirm their engraving details, you can simply make the checkbox required here:
And you can add an additional service price for engraving if you want:
This app is very straightforward and works perfectly for customizable products. Reach out to Easify if you need any assistance! 
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