Onboard B2B: Company Profiles

Onboard B2B: Company Profiles

Tarification
À partir de $50 /mois. Essai gratuit disponible.
Note
5,0 (12)
Développeur
Helium

Galerie d’images vedette

Wholesale onboarding for Shopify B2B with approval automations
  • Shopify B2B registration forms sync to company metafields
  • Shopify B2B approval presets for catalogs and tax settings
  • Shopify B2B Access Control for Storefront Lock and Checkout Lock
  • Wholesale onboarding for Shopify B2B with approval automations
  • Shopify B2B registration forms sync to company metafields
  • Shopify B2B approval presets for catalogs and tax settings
  • Shopify B2B Access Control for Storefront Lock and Checkout Lock
  • Self-service B2B buyer portal for managing locations and staff
  • Multi-language translation support for Shopify B2B forms

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.

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. plus
  • 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

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Langues

anglais

Cette application n’est pas traduite en français

Fonctionne avec

Catégories

Automatisation des tâches

Personnalisation

Gestion de compte

Contrôle d’accès

Tarification

Choisissez le forfait qui convient le mieux à votre entreprise.

Basic

$50 / mois

ou $500/an et économisez 17 %

For stores using other Shopify plans

Fonctionnalités

  • Shopify B2B Company application form
  • Company account approval
  • Self-manage portal for companies
  • B2B storefront and checkout locks
  • CSV bulk imports for company records
  • Custom fields and conditional form rules
  • Email notifications
  • Multi-language content translation

Essai gratuit de 14 jour(s)

Plus

$150 / mois

ou $1,500/an et économisez 17 %

For stores using Shopify Plus

Fonctionnalités

  • All features from Basic
  • Company specific catalog assignment
  • Company specific deposit requirements
  • Pricing negotiable based on B2B volume

Essai gratuit de 14 jour(s)

Premium

$300 / mois

ou $3,000/an et économisez 17 %

Available features based on Shopify plan

Fonctionnalités

  • All app features
  • White glove onboarding
  • Dedicated account manager
  • Priority support
  • Feature request priortization

Essai gratuit de 14 jour(s)

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Tous les frais sont facturés en USD. Les frais récurrents et basés sur l’utilisation sont facturés tous les 30 jours. Voir toutes les options de tarification

Avis (12)

Note globale
5
Nombre d’avis par note
  • 100 % des avis sont des avis à 5 étoiles
    12
  • 0 % des avis sont des avis à 4 étoiles
  • 0 % des avis sont des avis à 3 étoiles
  • 0 % des avis sont des avis à 2 étoiles
  • 0 % des avis sont des avis à 1 étoiles
Tous les avis
26 mai 2026

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!

MONTANA WEST U.S.A
États-Unis
5 mois d’utilisation de l’application
Helium a répondu 27 mai 2026

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!

15 mai 2026

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.

Happ-E-Rides
Pays-Bas
4 jours d’utilisation de l’application
Helium a répondu 18 mai 2026

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.

5 mai 2026

made b2b easy for us! This is an amazing app with great support.

Geoshield USA
États-Unis
4 mois d’utilisation de l’application
Helium a répondu 5 mai 2026

Thank you for leaving this review! We've enjoyed learning more about how you're leveraging Onboard B2B to save you time when verifying and onboarding your Geoshield installation professionals.

Assistance

L’assistance pour l’appli est assurée par Helium.

Ressources

Ce développeur n’offre pas d’assistance directe en Français.

Développeur

Helium

6659 Kimball Drive, Ste. D402, Gig Harbor, WA, 98335, US

Lancement

20 février 2025 · Journal des changements

Accès aux données

Cette application a besoin d’accéder aux données suivantes pour fonctionner sur votre boutique. Comprendre pourquoi en lisant la politique de confidentialité du développeur.

Consulter les données des clients:

Données sensibles

  • Données sensibles

    Nom, adresse e-mail, numéro de téléphone, adresse physique

Consulter les données des employés et des collaborateurs:

Propriétaire de la boutique

  • Propriétaire de la boutique

    Nom, adresse e-mail, numéro de téléphone, adresse physique

Afficher et modifier les données de la boutique:

Clients, produits, entreprises, Shopify Functions, Boutique en ligne, données personnalisées, interface d'administration Shopify

  • Modifier les clients

    Données client

  • Modifier les produits

    Produits, collections

  • Modifier les entreprises

    Entreprises

  • Afficher les Shopify Functions

    Validations du panier et du paiement

  • Afficher la Boutique en ligne

    Thème

  • Modifier les données personnalisées

    Définitions de métaobjet, métaobjets

  • Modifier l'interface d'administration Shopify

    Fichiers

  • Afficher d'autres données

    Paramètres régionaux, emplacements

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