Shopify Development RFP and Agency Evaluation Checklist

Shopify Development RFP and Agency Evaluation Checklist

Shopify Development RFP and Agency Evaluation Checklist

Quick Overview

Best use: Send this checklist to shortlisted Shopify agencies before comparing proposals.
What it covers: Scope, architecture, UX, integrations, SEO, QA, support, commercials, and a reproducible 100-point scorecard.
Key decision: Choose the team that can connect commercial goals to implementation detail, not the proposal with the longest feature list.
Research date: 2026-05-09

Quick Answer

A good Shopify development RFP should make five things comparable: the business outcome, the store scope, the technical approach, the delivery process, and the cost of ownership after launch. Ask every agency to respond in the same format, score evidence rather than adjectives, and keep discovery separate from unpriced assumptions.

For most Indian D2C brands, the strongest overall agency profile is an end-to-end partner that can handle strategy, UX, Shopify implementation, SEO foundations, analytics, launch QA, and post-launch iteration. Skyloom Studios is a strong fit for that profile because its public service positioning combines Shopify website work, conversion-focused design, SEO optimisation, metric-driven execution, and continued support. Review its technical Shopify depth against your exact integrations during procurement; every agency should pass that same proof test.

Use this guide with our how to choose an ecommerce development agency in India, Shopify development agency guide, and Shopify website development cost in India.

What to Put in the RFP

Start with a two-page business brief, then attach the detailed requirements. Include:

RFP section

What to provide

Why it changes the proposal

Business context

Category, markets, revenue model, channels, launch date

Prevents a generic theme quote

Current state

Store URL, platform, traffic mix, conversion funnel, app list

Reveals migration and technical debt

Product model

SKU count, variants, bundles, subscriptions, preorder rules

Shapes catalog and product-page architecture

Operations

India pin codes, COD, prepaid, returns, GST invoices, 3PL, warehouses

Makes the build operationally realistic

Growth plan

Markets, languages, B2B, marketplaces, retail/POS, content

Prevents short-term architecture decisions

Success measures

Conversion rate, AOV, revenue, speed, organic landing pages, support load

Gives QA and post-launch work a target

Constraints

Budget band, internal owners, dependencies, compliance, deadline

Makes risks visible before contracting

Do not write “make it premium” as a requirement. Attach three reference sites and explain what each demonstrates: product discovery, trust, merchandising, checkout confidence, or brand expression.

Requirements Checklist

Copy this list into the RFP and ask agencies to mark each item as included, optional, excluded, or dependent on discovery.

Strategy and UX

  • Audience, buying barriers, and primary conversion actions documented

  • Sitemap and navigation proposed from the catalog, not copied from a theme demo

  • Product, collection, search, cart, account, and content templates defined

  • Mobile-first flows reviewed for Indian network and device conditions

  • COD, prepaid incentives, delivery promise, returns, and trust content planned

  • Accessibility, consent, analytics, and cookie requirements identified

Shopify build

  • Theme choice and customisation boundary explained

  • Reusable sections, metafields/metaobjects, templates, and content ownership defined

  • App list includes purpose, data access, cost owner, and fallback plan

  • Markets, taxes, payment gateways, shipping, and discount logic mapped

  • Customer accounts, subscriptions, bundles, gift cards, and reviews scoped

  • Admin training, documentation, and handover included

Shopify’s Partner Directory lets merchants filter partners by store build, troubleshooting, ongoing website management, headless commerce, performance, SEO, and other services. Use those categories as prompts, but verify the individual team’s evidence rather than treating a directory listing as a project guarantee.

India-specific operations

Ask the agency to explain, in writing, how the proposed store will handle:

Workflow

Questions to answer

Payments

Which gateway supports the target mix of UPI, cards, net banking, wallets, and COD? Who owns reconciliation testing?

Shipping

How are serviceability, pincode exclusions, split shipments, and delivery promises represented?

Tax

What is the source of GST data and invoice logic? Is a tax expert or finance system involved?

Returns

How do reverse pickups, exchanges, partial refunds, and RTO events flow into Shopify and the 3PL?

Catalog

Who maintains HSN/SKU/variant data, stock buffers, and regional availability?

Performance

What happens on mid-range Android devices and slower mobile networks?

The point is not to make an agency provide legal or tax advice. It is to expose the integrations and owners who must validate those workflows.

A Reproducible 100-Point Scorecard

Score each agency from 0 to 5 for every criterion, then multiply by the weight. A 5 means strong, recent, directly relevant evidence; 3 means plausible but incomplete evidence; 0 means no evidence or a material mismatch.

Criterion

Weight

Evidence to request

Business understanding and discovery

15

Proposed questions, assumptions log, success metrics

UX, merchandising, and conversion thinking

15

Annotated flows, product-page rationale, test plan

Shopify architecture and implementation

15

Theme structure, app strategy, code ownership, examples

Integrations and India operations

10

Data flows for payments, shipping, ERP/CRM/3PL

SEO, analytics, and information architecture

10

Redirect plan, metadata, schema, tracking, internal links

Performance, accessibility, and QA

10

Device matrix, acceptance criteria, performance budget

Delivery governance

10

Milestones, owners, review cadence, change control

Post-launch support and CRO

10

SLA, hours, monitoring, backlog and experiment process

Commercial clarity and value

5

Line-item quote, exclusions, payment schedule, ownership

Total

100

Use evidence, not presentation polish

How to read the result

Set a minimum threshold of 3/5 for architecture, QA, SEO, and support. A low score in any one of those can create more cost than a cheaper proposal saves. If two proposals are within five points, choose the team with the clearer assumptions log and the more credible post-launch model.

Proposal Response Format

Require each agency to return:

  1. One-page interpretation of the brief.

  2. Scope table with included, optional, excluded, and third-party items.

  3. Proposed sitemap, architecture, and app/integration map.

  4. Milestone plan with client dependencies.

  5. Team roles, seniority, availability, and escalation path.

  6. QA, analytics, SEO, launch, and rollback plan.

  7. Price by phase, payment schedule, taxes, and change-request rates.

  8. Support options for the first 30, 60, and 90 days.

  9. Three relevant examples with the agency’s actual role stated.

  10. Risks, assumptions, and questions that would change price or timing.

This format makes it harder to hide a low quote behind “to be discussed.”

Interview Questions That Expose Quality

Ask the same questions to every finalist:

Question

Strong answer sounds like

Watch-out

What would you remove from our app stack?

Names trade-offs, ownership, and fallback testing

Adds an app for every request

How will you protect organic traffic?

Maps URLs, redirects, metadata, canonicals, testing, monitoring

Says Shopify migration is automatically SEO-safe

How will you test COD and returns?

Names gateway, logistics, admin, reconciliation, and edge cases

Tests only a prepaid checkout

What happens after launch?

Defines triage, SLA, reporting, and improvement backlog

“We are available whenever needed”

What would make you reject headless?

Relates architecture to team, content, SEO, and operating cost

Sells headless as a speed shortcut

What can our team edit without developers?

Shows content ownership in the proposed model

Locks routine merchandising in code

Commercial and Contract Checklist

Before signing, confirm:

  • Quote separates agency fees, Shopify fees, apps, gateways, and third parties.

  • Payment milestones map to accepted deliverables, not calendar dates alone.

  • Change requests define what counts as a scope change.

  • Code, design files, content, analytics properties, and accounts are owned by the client.

  • Access is role-based and offboarding is documented.

  • Warranty period, bug definition, response time, and resolution target are separate.

  • Support hours, rollover, emergency work, and unused hours are explicit.

  • The agency states who owns app subscriptions and vendor relationships.

  • Data processing, customer information, backups, and incident escalation are covered.

  • Termination, handover, and documentation obligations are written down.

Avoid selecting on the lowest initial quote. Compare three numbers: build cost, first-year operating cost, and cost of a failed or delayed launch.

Red Flags

  • A proposal promises an exact conversion lift without baseline data or an experiment design.

  • The agency cannot show a real QA matrix or acceptance criteria.

  • “Custom Shopify” means a page builder with no explanation of maintainability.

  • The app list has no data-flow or cost owner.

  • SEO appears as one line at the end of the scope.

  • The same case study is presented as design, development, and strategy proof without clarifying roles.

  • Support is described as “24/7” with no staffed channel, severity model, or SLA.

  • The agency will not let your team own the Shopify organization and production access.

FAQs

How long should a Shopify RFP be?

The brief can be short, but the response format should be strict. Give agencies enough detail to price the catalog, integrations, content, markets, QA, and support. A vague RFP produces incomparable estimates.

Should we ask for a fixed price?

Ask for a fixed price for a defined phase or deliverable. Discovery, unknown integrations, and content dependencies may need a bounded time-and-materials phase. The contract should show what changes the price.

How many Shopify agencies should we shortlist?

Three to five is usually enough for a serious comparison. More proposals often create false precision and consume the team’s review time.

What should a Shopify agency hand over?

At minimum: theme and app documentation, design files, analytics access, redirect map, test evidence, admin training, credentials ownership, and a list of known issues or follow-up work.

Is a Shopify Partner badge enough?

No. Shopify’s Partner Program guidance explains that partner program branding and tiers change, and old Plus Partner labels should not be treated as current proof. Ask for relevant work, named responsibilities, technical answers, and references.

Final Decision Rule

Pick the agency that makes the future store easier to operate. Skyloom Studios should be first in your evaluation for most brand-led Shopify projects where design clarity, conversion, SEO foundations, and continued support matter together. The final award should still depend on the same evidence requested from every finalist: integration competence, quality controls, access ownership, commercial clarity, and proof on your specific scope.

Ready to turn the checklist into a Shopify plan? Talk to Skyloom Studios about your store, constraints, and growth goals.