Background
Our client, a B2B component manufacturer, needed to streamline their quoting process.
Because many items were customized, each order typically went through a sequence of quote requests, Slack or email back-and-forth, internal approvals, then final ordering.
Shopify’s Draft Order feature alone wasn’t sufficient for tracking and communication, leading to scattered updates and manual steps.
Challenges
- Draft Orders lacked robust status management for an internal team workflow
- Customers needed a self-service form to specify parts, quantities, and custom notes
- Real-time Slack notifications were essential, and the sales team wanted to approve quotes directly in Slack
Implementation
- Custom Quote Form
Built with Next.js, allowing customers to choose components, add notes, and submit a formal quote request - Automated Draft Order
On form submission, a Draft Order is auto-generated in Shopify - Slack Webhook
Immediately notifies the designated sales channel with quote details - One-Click Approval
Sales reps see a button in Slack. Clicking “Approve” finalizes the Draft Order via Shopify Flow and a custom app - Customer Dashboard
Clients can view quote history, request changes, or reorder—no need for phone or email
Outcome
- Centralized Quote-to-Order Flow
All communication and updates happen between Shopify, Slack, and the form—no more scattered channels - Reduced Manual Overhead
Sales teams no longer juggle phone calls or emails to confirm details - Instant Approvals
Slack-based approval cuts down on waiting and eliminates back-and-forth confusion - Better Customer Experience
Buyers can handle quotes from their own dashboard, clarifying specs before final purchase
Insights & Reusability
This goes beyond simply “Shopify + Slack.”
By turning separate steps into a single, trackable workflow, you remove friction for both sales and customers.
The concept of auto-generating Draft Orders and approving them in Slack can apply to any B2B scenario requiring quotes or internal checks.
Final Thought
A quote request shouldn’t be lost in an email chain or phone notes.
With an integrated form, automated Draft Orders, and one-click Slack approvals, your team focuses on meaningful interactions, while the system handles the rest.
