MechanicStart with the cart quote form
Use the editable cart quote starter, then choose the questions, display, visibility, and submission webhook for your store.
Use cases / Storefront forms
Turn a Shopify cart into a quote request.
Let customers choose their products, share what they need, and ask your team for a quote. Connect a Mechanic storefront form to a task that creates a Shopify draft order for review.
Start with a library task. Configure it for your store.
A cart ready for a conversation
The customer has picked the products. Your team takes it from there.
- Build the cart
The customer chooses the variants and quantities they’re interested in.
- Request a quote
The cart-page form collects their contact details and requirements.
- Review the draft
The connected task creates a draft order for your team to review before pricing and follow-up.
Ready-made starting points
A form in the storefront. A task behind it.
Start with the Request a quote from your cart form template. Its button appears when the cart has items, and the submission includes the current cart. Edit the questions to learn what your team needs before preparing a quote.
Connect the draft-order task
Turn submitted variants, quantities, line item properties, and answers into a Shopify draft for your team to review.
Choose the next steps
Connect separate tasks if you want to notify a team, save answers, or send the request to another system. Each task handles its own part of the workflow.
Set it up in Mechanic.
Edit the form
Choose Request a quote from your cart in Mechanic Forms. Set the questions and confirmation message, keep a contact email field, choose the submission webhook, and publish the form.
Connect the task
Install the draft-order task, enter the webhook’s event topic, and select your published form. Match the email field key, review the requested access, and enable the task.
Place it and test
Add the form to a compatible section on your cart page. Submit a test request and confirm the cart items, answers, customer details, and draft order before inviting real inquiries.
Keep the review in your team’s hands.
Shopify supplies current variant prices when the task creates the draft. The task does not copy cart discounts, send an invoice, or clear the cart. Your team reviews the request and decides the next step. Additional notifications, record storage, and connections to other systems need their own configured tasks.
Before you set it up
Does this work in a cart drawer?
The starter is intended for the full cart page in a section that supports app blocks. A cart drawer needs theme customization; placing the cart-page block does not add it to the drawer.
Does it support subscription or bundle items?
The matching draft-order task does not support subscription or bundle items. Test the product types your customers can add to the cart before making this workflow available.
Can guests request a quote?
Guests supply a contact email. Signed-in customers are linked to their verified Shopify customer account. Confirm both journeys when you test your form.
Can I show the form only for certain carts?
Forms supports visibility conditions based on the cart, customer, and page. For example, adjust the starter’s cart conditions for a quantity threshold. Visibility rules and including cart contents are separate settings.
Make it work for your store.
Open the task to see its options and instructions. Use the library version as it is, or work with a developer to adapt its Liquid code for your workflow.
More workflows to explore: