All customer onboarding examples
Quotes for custom orders
Turns custom order emails into priced quotes from your catalog and inventory, and asks sales or ops to approve any nonstandard price, margin or delivery terms.
The operation
When a customer emails about a nonstandard purchase, draft a priced quote or payment link using our catalog, inventory, discount rules, and customer history.
Built it in 5 steps. Sales or ops approves nonstandard terms in Slack, and Malleable handles the rest.
Starts when
Customer custom purchase request
Trigger
Parse Purchase
Extract requested items, quantities, shipping needs, dates, and constraints.
Gmail
Extracts requested items, quantities, dates, and shipping constraints from email.
Check Options
Review inventory, customer status, previous purchases, and approved bundles.
Shopify
Checks inventory, purchase history, and bundle eligibility.
Price Quote
Calculate quote, discount, tax, fulfillment estimate, and payment path.
Stripe
Prices the quote, tax, discount, and payment path.
Shopify
Checks product availability and fulfillment estimates for the quote.
Approve Margin
Needs input
Ask sales or ops to approve nonstandard price, margin, or delivery terms.
Slack
Sends the margin exception request to sales or ops.
Send Offer
Send approved quote and log fulfillment instructions.
Gmail
Sends the approved offer back to the customer.
Stripe
Creates the payment or billing path for the approved offer.
Parsing the custom purchase request...
Step by step
- 1Parse Purchase: Extract requested items, quantities, shipping needs, dates, and constraints.
- 2Check Options: Review inventory, customer status, previous purchases, and approved bundles.
- 3Price Quote: Calculate quote, discount, tax, fulfillment estimate, and payment path.
- 4Approve Margin: Ask sales or ops to approve nonstandard price, margin, or delivery terms.
- 5Send Offer: Send approved quote and log fulfillment instructions.
What the team gets
- Custom orders become structured quotes
- Sales reviews pricing with margin context
- Customers receive timely next steps
Apps it uses
Want to see one of your processes run like this?
Book a demo and bring the process you have in mind.
Book a demo