B2B Onboard
- Pricing
-
Free plan available. Free trial available.
- Rating
- 0.0 (0 Reviews)
- Developer
- Aggregatit
Featured images gallery
Collect and approve wholesale customer applications. Automatically create B2B companies on approval.
B2B Onboard replaces manual wholesale signup with a structured application and approval workflow. Build custom forms with a drag-and-drop editor, embedded on the storefront through an app proxy with no changes to your theme code. On approval, the app creates the B2B company and customer account, checks VAT IDs, and applies the right tax treatment (EU/UK reverse charge or US resale exemption). Certificates are read automatically and mismatches flagged for review.
- Drag-and-drop form builder to customize your customer application form.
- Approve, reject, or request changes, then auto-create the B2B company.
- Storefront form embedded via app proxy, styled to match your theme.
- AI reads resale and exemption certificates and flags mismatches for review.
- Verify VAT IDs and apply EU/UK reverse charge or US resale exemption.
Languages
English
Works with
- Shopify Flow
- Shopify Admin
- Order Printer
- Sufio
- VIES
Categories
Automation tasks
Customization
Pricing
Free
Free
Features
- 1 registration form
- 10 applications/month
- Email notifications
- Basic form builder
- "Powered by" badge
Starter
$14.99 / month
or $149.90/year and save 17%
Features
- 3 registration forms
- 50 applications/month
- Email notifications
- CSV data export
- No Powered by badge
14-day free trial
Growth
$29.99 / month
or $299.90/year and save 17%
Features
- 10 registration forms
- 250 applications/month
- Custom branding & logo
- White-label emails
- Auto-approval rules
- Resale certificate review (AI)
- Tax exemption sync (EU/UK + US)
- EU VAT ID verification
14-day free trial
Pro
$49.99 / month
or $499.90/year and save 17%
Features
- Unlimited forms
- Unlimited applications
- Multi-language forms
- Auto-approval rules
- Priority support
- Resale certificate review (AI)
- Self-service certificate renewals
- Certificate expiry reminders
14-day free trial
All charges are billed in USD. Recurring and usage-based charges are billed every 30 days. See all pricing options
Reviews
-
0% of ratings are 5 stars
-
0% of ratings are 4 stars
-
0% of ratings are 3 stars
-
0% of ratings are 2 stars
-
0% of ratings are 1 stars
Support
App support provided by Aggregatit.
Data access
This app needs access to the following data to work on your store. Learn why in the developer's privacy policy .
View customer data:
Sensitive data
-
Sensitive data
Name, email address, phone number, physical address
View staff and contributor data:
Store owner
-
Store owner
Name, email address, phone number, physical address
View and edit store data:
Customers, products, companies, Online Store, Shopify admin
-
Edit customers
Customer data
-
Edit products
Products, collections
-
Edit companies
Companies
-
View Online Store
Theme
-
Edit Shopify admin
Files
More apps like this
Meets our highest standards for performance, design, and integration. Learn moreOpens in new window
