MalleableMalleable
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

Live example

Starts when

Customer custom purchase request
Agent

Parse Purchase

Extract requested items, quantities, shipping needs, dates, and constraints.

Check Options

Review inventory, customer status, previous purchases, and approved bundles.

Price Quote

Calculate quote, discount, tax, fulfillment estimate, and payment path.

Approve Margin

Ask sales or ops to approve nonstandard price, margin, or delivery terms.

Send Offer

Send approved quote and log fulfillment instructions.

Step by step

  1. 1Parse Purchase: Extract requested items, quantities, shipping needs, dates, and constraints.
  2. 2Check Options: Review inventory, customer status, previous purchases, and approved bundles.
  3. 3Price Quote: Calculate quote, discount, tax, fulfillment estimate, and payment path.
  4. 4Approve Margin: Ask sales or ops to approve nonstandard price, margin, or delivery terms.
  5. 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

  • Shopify
  • Stripe
  • Gmail
  • Slack

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