Create Proposal - Send to Cust - they pay (or ask for revisions)

Desdinova
Fri, 24 Apr 2026 18:00:57 +0000
Store Design

I’m not sure if this is the exact spot to post this but we are trying to replace our current Catering software and we already use Shopify which I think has most of what we need.

Bottom line. We need to be able to create an “order” or proposal, send it to the customer, and they pay.

The customers contact us, lets just say via phone for this to keep it simple.

My vision would be to create a page(s) that have our products and have it only visible to us via locksmith or something similar where we can add our items “products” to the order as needed. Pesto Chicken X 20, Oven Roasted Potatos x 20, Staff x 3, Bartender x 1, etc..

Once the order is created, (part of the creation is add the customer information as well) we can send them a link basically to the “cart” that would show what we put together. They Customer should NOT be able to edit this, of course we can.

Once they agree, they can use the “Checkout” button.

This is just a basic off-the-top-of-my-head idea of how it could work based on our workflow.

Has anyone done this already, are there any recommended tools/apps, I see some gothcha spots like now allowing them to edit the cart. But I’m thinking this can work.

Looking for the community mind for ideas to make this happen. (and yes I can modify code as needed too).

3 posts - 3 participants