Shopify
Quotes, payments and orders
Draft orders from a form, deposits paid at checkout, bulk-order tables and cart hand-off.
Form Expert never handles card details. Payment happens on Shopify checkout through a draft order priced from the form, so your payment methods, taxes, receipts and order history apply.
Draft orders need the write draft orders permission, requested in the editor when you enable them. Available on Pro and Scale.
Quotes
Turn on Create a draft order in the editor's Shopify tab and leave the amount empty. Each submission creates a $0 draft order with the answers attached. Price it in Shopify and send the invoice from there. The draft order is linked on the submission page.
Deposits, bookings, custom orders
- Add a Number field, or a Calculated field such as
party * 15, that holds the amount. - Shopify tab, Create a draft order, Amount to charge from field, pick that field.
- Tick Send the visitor to checkout right after submitting. Optionally mark the line item as requiring shipping.
- Publish.
After submitting, the visitor lands on the draft order's checkout for that amount. The submission was saved first, and the submission page shows the draft order with a checkout link you can resend by email.
If Shopify cannot create the draft order at that moment, the visitor sees the normal success message and the draft order is created by the retry pipeline. The payment link appears on the submission page once it exists.
Bulk orders
An Order table field lists the products and variants you pick, each with a quantity box and a live subtotal. What happens with the quantities is up to you:
- Add to cart: in the field settings, tick After submitting, add the items to the cart and go to checkout. The submission is saved, the items are added to the visitor's cart at your real prices, and the visitor lands on the cart page. Works with the app block and embed, not the hosted page.
- Draft order: turn on Create a draft order. The quantities become variant line items priced from your catalogue; apply wholesale pricing there and send the invoice. Combine with Registration and approval for trade accounts.
- Request only: leave both off and the quantities arrive in the submission and notification, for example "Mug / Blue × 12, Tote × 4".
Prices in the table are for display. Stock, taxes and discounts are handled by the cart or draft order.
Something missing? Submit a ticket.