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Shopify Quote Plugin

Project Overview

This is a Shopify plugin that enables quote functionality for products. It's built using modern web technologies and integrates deeply with Shopify's ecosystem.

Core Features

1. Quote Management System

  • Allows customers to request quotes for products
  • Supports multiple products in a single quote
  • Captures detailed customer information
  • Includes flexible form data collection
  • Maintains quote history and status tracking

2. Admin Interface

  • Quote listing and management
  • Ability to convert quotes to orders
  • Comment system on quotes
  • Quote status tracking (read/unread)
  • Quote deletion functionality

3. Integration Capabilities

  • Email notifications
  • Integration with n8n and Zapier for workflow automation
  • Supports multiple languages and translations
  • Customizable form fields based on store location

4. Frontend Components

  • Quote button integration in product pages
  • Modal-based quote form
  • Support for product variants
  • Upsell functionality for related products
  • Responsive design

Technical Architecture

1. Backend

  • Built with Remix framework
  • PostgreSQL database (via Prisma ORM)
  • RESTful API endpoints for quote operations
  • Shopify Admin API integration
  • Email service integration

2. Frontend

  • React-based components
  • Shopify Polaris UI components
  • Tailwind CSS for styling
  • Support for theme customization
  • Responsive design components

3. Database Schema

  • Quotes table with customer information
  • Quote products linking
  • Quote comments
  • Email provider settings
  • Integration settings

4. Deployment

  • Multiple environment configurations
  • Support for different Shopify stores
  • Automated build and deployment process
  • Environment-specific configurations

Key Features in Detail

1. Quote Creation

  • Captures customer details (name, email, phone, address)
  • Supports multiple products and variants
  • Custom form fields based on store requirements
  • Automatic email notifications
  • Integration with external systems

2. Quote Management

  • Admin interface for quote review
  • Convert quotes to orders
  • Comment system for internal communication
  • Status tracking (read/unread, deleted)
  • Bulk operations support

3. Customization

  • Configurable form fields
  • Multi-language support
  • Store-specific field customization (e.g., US-specific fields)
  • Customizable email templates
  • Theme integration options

4. Integration

  • Zapier integration for automation
  • n8n integration for workflow automation
  • Email service integration
  • Shopify Admin API integration
  • Support for external webhooks

Development Setup

Prerequisites

  • Node.js
  • Yarn package manager
  • PostgreSQL database
  • Shopify Partner account

Installation Steps

# Install dependencies
yarn install

# Set up environment variables
# Copy .env.example to .env and fill in required values:
DATABASE_URL=postgres://user:password@host:port/database
SHOPIFY_APP_URL=your_app_url
SHOPIFY_API_KEY=your_api_key
SHOPIFY_API_SECRET=your_api_secret
NODE_ENV=development
SCOPES=required_shopify_scopes

# Run database migrations
yarn prisma migrate deploy

# Start development server
yarn dev

# In a new terminal, start the frontend
cd web && yarn dev

Deployment

# Build the application
yarn build

# Deploy to Shopify
yarn deploy

Configuration

Shopify App Configuration

The app requires specific Shopify access scopes:

  • read_metaobjects
  • read_orders
  • write_metaobject_definitions
  • write_metaobjects
  • write_orders
  • write_products

Integration Setup

  1. Zapier Integration
    • Configure webhook URLs in Zapier
    • Set up triggers for quote creation and updates
  2. n8n Integration
    • Configure n8n workflow endpoints
    • Set up authentication
    • Define workflow triggers
  3. Email Configuration
    • Configure email provider settings
    • Set up email templates
    • Test email delivery