Client Background
The client manufactures and sells industrial cleaning equipment used in factories and machine shops. They serve a wide range of industrial clients and needed their Shopify store to better support quoting and flexible purchasing workflows.
Problem
The client wanted to enable customers to request quotes for high-value equipment and offer leasing/installment payment options for select products. Shopify doesn’t support either natively, and the client needed a flexible, low-friction way to manage both within their existing storefront.
The Solution
We implemented a custom quoting and leasing system directly in Shopify. Customers could now request quotes or choose leasing options with dynamic logic tailored to each product. Behind the scenes, we synced this data into the backend, integrated it with Mandrill for email communications, and gave the CECOR team control over lease form behavior and pricing updates—all without relying on third-party apps.
Challenges
- Shopify’s lack of native quote or lease flows
- Need for persistent, dynamic logic across pages
- Handling products with multiple variant pricing structures
- Integration with custom email workflows (Mandrill)
- Ensuring scalability for future product updates and pricing changes
Approach
- Scoped and prioritized requirements with CECOR’s team
- Built a leasing form template with local storage logic and dynamic visibility
- Added quote request functionality to product and cart pages
- Synced form submissions to Mandrill for automated emails with product SKU data
- Developed pricing update workflows using CSV uploads and Mesa
- Created admin-friendly tools to maintain quote/lease logic without dev help
- Thoroughly tested all flows across desktop and mobile
- Provided ongoing support, loom walkthroughs, and refinement
Results
- Leasing and quoting options live across products
- Quote emails include SKU and custom data
- Admins can update prices via CSV with confidence
- Customers can request quotes or lease equipment from any device
- Custom logic maintains a seamless user experience
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