Every order Soryk creates is a native Shopify draft order, tagged so commissions and analytics attribute it correctly. Agents can also save a cart as a shareable quote that the customer approves online.
Saving a cart as a quote
In the agent app, instead of placing a cart an agent can save it as a quote. This is useful when the customer wants to review pricing before committing, or when someone else has to approve the spend.
When saving, the agent fills in:
- Quote name, so it is easy to find later.
- Customer email and name, used to address and send the quote.
- A note, shown to the customer on the public page.
- An expiry, which defaults to 7 days.
Saving creates a quote with a public link and, if the agent chooses, emails that link to the customer.
If the email fails to send, the app shows a warning. The quote is still created and the public link still works, so the agent can copy and share it another way.
The public quote page
The customer opens the link with no login required. The page shows the company, the location, the line items, the total, the note and the expiry, so the customer sees exactly what the agent priced.
From that page the customer can:
- Accept. Accepting creates a native Shopify draft order tagged with the agent, and sends the agent a "quote accepted" push notification. The customer then gets a link to the Shopify draft and checkout to complete payment.
- Reject. Rejecting marks the quote as rejected.
Managing quotes
Quotes are organised by status, with the same tabs in both the agent app and the admin: draft, pending, accepted, rejected and expired.
| Action | When it applies | What it does |
|---|---|---|
| Edit | Draft and pending | Change the cart or details. Editing keeps the same public link, so a link already sent stays valid. |
| Resend | Any sent quote | Emails the quote link to the customer again. |
| Duplicate | Any quote | Copies the quote as a new draft to reuse the cart. |
| Convert to draft order | Once accepted | Turns the accepted quote into a Shopify draft order. |
| Delete | Any quote | Removes the quote. |
To find a quote, search by quote name, company, location, customer email or order number.
Placing an order
When an agent is ready to order on the spot rather than send a quote, they build a cart and set the terms of the sale before confirming:
- Payment term, drawn from your Shopify payment terms and shown with your custom labels.
- Payment method: bank transfer, cash, PayPal or a custom method.
- Shipping method.
As these are set the agent sees a live tax and shipping preview, so the total on screen matches what the customer will pay. A slide-to-confirm gesture then places the draft order. It is tagged with the agent, any discount applied, and the payment term and method.
Order history & reorder
The agent app lists placed orders and open drafts together, filterable by company, status and date. From a past order an agent can reorder in a couple of taps, which rebuilds the same cart ready to place or adjust.
An order can be blocked at placement if the company is over its credit limit, and buyer orders above a per-company threshold can require approval. See Customer app.