Shopify Plus projects are still repeatable—but the edge cases show up more often.

Compared to a standard Shopify build, Plus scopes more frequently include:

• multi-market complexity (currencies, languages, domains)
• B2B / wholesale requirements
• deeper integrations and operational constraints (ERP/WMS/3PL)
• stricter QA and launch expectations
• checkout extensibility workstreams that deserve their own scope lines

If your scope document doesn’t reflect those dimensions explicitly, delivery will discover them mid-project—and your estimate will be wrong.

Below is a copy/paste Shopify Plus scope template you can use in Google Docs.

If you want the scope to assemble from inputs (markets count, B2B yes/no, integration complexity, checkout workstreams), RuleDox can generate a near-complete Plus scope draft inside Google Docs.

Assemble a Plus scope in Google Docs → https://ruledox.app/live-demo

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• Shopify agencies delivering Shopify Plus projects
• Teams scoping multi-market, B2B, and integration-heavy builds
• Agencies that want scoping to be delegable without missing critical workstreams

• Small DTC stores with minimal integrations and single-market requirements (use the standard store build scope)

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Plus projects aren’t “bigger.” They’re more conditional.

A strong Plus scope makes these explicit:

1. markets configuration (and domain strategy)
2. B2B model (if any) and pricing/terms rules
3. integrations and data workflows
4. checkout extensibility workstreams (if any)
5. QA/launch plan and acceptance
6. post-launch support and change rules

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Client: [Client name]

Project: Shopify Plus implementation

Store model: [DTC / B2B / Hybrid]

Primary objective: [e.g., launch multi-market Plus store with B2B ordering and ERP integration]

Success criteria:

• storefront launches on agreed domains/markets
• key purchase flows work end-to-end
• integrations pass agreed workflows
• acceptance criteria signed off

Plus projects need early constraint mapping.

Discovery includes:

• workshops or async discovery to confirm requirements and priorities
• integration/workflow mapping (what systems, what must sync)
• risk register (edge cases + mitigations)

Outputs:

• confirmed scope inputs + assumptions
• implementation plan (high-level)

Define theme approach:

• [custom theme build] OR [theme selection + customization]

Deliverables may include:

• template implementation: [list templates]
• component/section build list: [list]
• responsive behavior
• accessibility hygiene targets (if required)

Define the markets model explicitly.

Markets in scope:

• of markets: [N]

• currencies: [list]
• languages: [list]
• domain strategy: [subfolders / subdomains / separate domains]

Deliverables include:

• Shopify Markets configuration per defined model
• translation workflow definition (client vs agency responsibility)
• market-specific price/shipping/tax rule configuration (per client-provided policy)

If B2B is in scope, define:

• customer model (companies, buyers, roles)
• pricing model (tiered/negotiated/MOQ)
• payment terms (card vs net terms)
• catalog visibility rules

Deliverables include:

• B2B configuration per defined rules
• role-based acceptance scenarios

Integrations must be named to be in scope.

In-scope integrations:

• [System #1] — workflows, entities, what “done” means
• [System #2]

Deliverables include:

• data mapping (entities + key fields)
• workflow mapping (happy path + edge cases)
• testing plan and validation

Don’t bury checkout work under “theme work.”

If included, define:

• Checkout UI extensions: [yes/no]
• Payment customization: [yes/no]
• Post-purchase flows: [yes/no]

Deliverables include:

• build/configuration of specified checkout workstreams
• QA scenarios covering affected flows

Plus projects should define QA as a workstream.

Agency QA includes:

• cross-browser and responsive checks
• end-to-end checkout testing per markets
• integration workflow testing per scenarios
• role-based B2B testing (if applicable)

Client acceptance includes:

• approve content and policy accuracy
• confirm tax/shipping rules match business requirements
• sign off on go-live readiness

Define:

• go-live checklist
• DNS cutover responsibilities
• freeze windows
• rollback criteria

• support window: [e.g., 3–10 business days]
• what is included vs what is new scope

Unless explicitly listed in scope:

• copywriting/photography
• SEO growth work (link building/content strategy)
• custom app development beyond specified checkout work
• undefined integrations or additional markets
• performance guarantees
• legal/tax compliance advice (configuration is not advice)

• client provides access (Shopify, domains/DNS, apps)
• client provides approvals within [X] business days
• client provides final policy decisions (pricing, terms, tax/shipping rules)

A change request is triggered by:

• additional markets/languages/currencies
• new integrations/apps
• changes to B2B model or pricing rules
• expanding checkout extensibility workstreams
• new templates/components beyond the list

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Fix: scope Plus-specific workstreams separately (markets, B2B, checkout extensibility, integrations, QA).

Fix: specify markets count, languages, currencies, domain strategy, and translation responsibilities.

Fix: checkout extensibility has its own build + QA effort. Scope it clearly.

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Plus scopes are full of conditionals. RuleDox assembles the correct sections inside Google Docs from inputs (markets, B2B, integrations, checkout workstreams), so:

• nothing is missed
• scoping can be delegated
• hours/pricing logic (if you use it) stays consistent

Assemble a Plus scope in Google Docs → https://ruledox.app/live-demo

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• Store build scope: https://ruledox.app/content/shopify/shopify-store-build-scope-of-work
• B2B / wholesale scope: https://ruledox.app/content/shopify/shopify-b2b-wholesale-scope
• App integrations scope: https://ruledox.app/content/shopify/shopify-app-integration-scope
• Migration scope: https://ruledox.app/content/shopify/shopify-migration-scope-of-work

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No. Only scope checkout extensibility when there is a clear requirement. If it’s “maybe later,” keep it out of scope and define it as a future change request.

By scoping it as real work: market count, translation workflow, domain strategy, QA per market, and operational constraints.