Onboard B2B: Company Profiles
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Streamline B2B onboarding with company applications, account approval, and self-management for users
Do you offer a modern onboarding process for B2B buyers? Onboard B2B allows users to create and manage Companies using native Shopify B2B features. Customize your wholesale application form to collect the data needed to approve prospective retailers, and assign catalogs automatically using conditional logic. You can also allow Location admins to add new locations or contacts. Plus, our site lock and checkout lock features ensure only authorized users can browse your store or place orders.
- Create companies in Shopify B2B with simple approval flows, including revisions
- Use custom fields on wholesale application and save data to B2B metafields
- Unlimited CSV bulk import for companies, contacts, and company locations
- Allow company contacts to manage locations, invite team members & define roles
- Prevent unauthorized checkout or block storefront access with access control
Languages
English
Works with
- Checkout
- Customer accounts
- Shopify Flow
- Shopify Admin
Categories
Automation tasks
Customization
Account management
Access control
Estimate your monthly charges
Rounded up to the nearest dollar
Company approvals
Pricing
Choose the plan that best fits your business.
Starter
$50 / month
Plus usage charges
Features
- Shopify B2B Company application form
- Company approval flow & approval presets
- CSV Company import tool
- Access control: Site lock/Checkout lock
- Multi-language content translation
- Custom fields and conditional form rules
- Email notifications
- 10 Company approvals included monthly
Monthly usage tier
Cost per unit
First 10 Company approvals
Free
11 to 25 Company approvals
$2
26 to 50 Company approvals
$1.75
51 to 100 Company approvals
$1.50
101 to 200 Company approvals
$1.25
201+ Company approvals
$1
Each tier's cost per unit only applies to usage within that tier
14-day free trial
Growth
$100 / month
Plus usage charges
Features
- All features in Starter plan
- Discounted company approvals
- B2B self-service portal
- Self-service company contact invitations
- Self-service company location management
- 25 Company approvals included monthly
Monthly usage tier
Cost per unit
First 25 Company approvals
Free
26 to 50 Company approvals
$1.75
51 to 100 Company approvals
$1.50
101 to 200 Company approvals
$1.25
201+ Company approvals
$1
Each tier's cost per unit only applies to usage within that tier
14-day free trial
Enterprise
$300 / month
Plus usage charges
Features
- All app features
- White-glove onboarding
- Dedicated account manager
- Priority support
- Feature request prioritization
- 200 Company approvals included monthly
Monthly usage tier
Cost per unit
First 200 Company approvals
Free
201+ Company approvals
$1
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 (16)
This has been an amazing app for streamlining our B2B approval process. Every feature we have requested has either been in development, or sent to development team. It's very exciting to see the app grow and it's helped us a lot. Brett has been amazing!
Wow 🤩 What an amazing review! Thank you, for multiple things:
1. For working with our team and telling us what features would make Onboard B2B better for EVERY merchant and not just your store.
2. For taking the time to leave this review 💪🏼
We're all celebrating this review in the office. You made our day!
Very happy with this app so far! Easy to set up and use, and integrates with native Shopify functionality such as customer/company accounts nicely. It's not the cheapest app, but IMO worth it for the features, quality, ease-of-use, clearly active development and quick response from the support team.
I am using this app for a B2B-only store that is open to the public. Anyone can sign up, but users are required to fill in the B2B application form offered by this app if they want to view pricing or place an order. Applications are reviewed for approval by our team using the app. I have customised the store theme to hide pricing/checkout/cart etc from non-B2B users (as far as I have found so far this is not a feature included in the app, perhaps an idea for the future but not sure if this is a common use case!)
I encountered a bug while settings things up, but the team was quick to respond and resolved it quickly as well.
Thank you for the excellent feedback! We do offer Storefront Lock and Checkout Lock features, but I'll ask our Customer Success team to reach out to learn more about your use case and the possibility of restricting access to certain Storefront components such as pricing.
This app is amazing and a total game changer! The support is next level and I highly recommend!! Don't hesitate just do it :)
This review is amazing! Thank you for the kind words! The whole office is celebrating this review, especially the Support Team. You know where to find us if you need any further assistance or have any ideas on how to improve Onboard B2B for you and our other merchants. Cheers!
Support
App support provided by Helium.
Resources
Launched
February 20, 2025 · Changelog
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, Shopify Functions, Online Store, custom data, Shopify admin
-
Edit customers
Customer data
-
Edit products
Products, collections
-
Edit companies
Companies
-
View Shopify Functions
Cart and checkout validations
-
View Online Store
Theme
-
Edit custom data
Metaobject definitions, metaobjects
-
Edit Shopify admin
Files
-
View other data
Locales, locations
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