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
Lingue
Inglese
Questa app non è disponibile in Italiano
Funziona con
- Check-out
- Account cliente
- Shopify Flow
- Pannello di controllo Shopify
Categorie
Attività di automazione
Gestione account
Controllo di accesso
Prezzi
Basic
$50 /mese
o a $500/anno con un risparmio del 17%
For stores using other Shopify plans
Funzionalità
- 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
Prova gratuita di 14 giorni
Plus
$150 /mese
o a $1,500/anno con un risparmio del 17%
For stores using Shopify Plus
Funzionalità
- All features from Basic
- Company specific catalog assignment
- Company specific deposit requirements
- Pricing negotiable based on B2B volume
Prova gratuita di 14 giorni
Premium
$300 /mese
o a $3,000/anno con un risparmio del 17%
Available features based on Shopify plan
Funzionalità
- All app features
- White glove onboarding
- Dedicated account manager
- Priority support
- Feature request priortization
Prova gratuita di 14 giorni
Tutte le spese sono fatturate in USD. Per gli addebiti ricorrenti e le spese basate sull’utilizzo ricevi una fattura ogni 30 giorni. Vedi tutte le opzioni di prezzo
Recensioni (13)
- Il 100% delle recensioni ha 5 stelle
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Il 0% delle recensioni ha 4 stelle
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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.
made b2b easy for us! This is an amazing app with great support.
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.
Assistenza
Assistenza per l’app fornita da Helium.
Risorse
Questo sviluppatore non offre assistenza diretta in Italiano.
Lanciata
20 febbraio 2025 · Changelog
Accesso ai dati
Questa app deve accedere ai seguenti dati per funzionare con il tuo negozio. Scopri perché su informativa sulla privacy degli sviluppatori.
Visualizza dati clienti:
Dati sensibili
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Dati sensibili
Nome, indirizzo email, numero di telefono, indirizzo fisico
Visualizza dati di staff e collaboratori:
Proprietario del negozio
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Proprietario del negozio
Nome, indirizzo email, numero di telefono, indirizzo fisico
Visualizza e modifica i dati del negozio:
Clienti, prodotti, aziende, Shopify Functions, Negozio online, custom_data, Pannello di controllo Shopify
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Modifica clienti
Dati dei clienti
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Modifica prodotti
Prodotti, collezioni
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Modifica aziende
Aziende
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Visualizza Shopify Functions
Convalide del carrello e del check-out
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Visualizza Negozio online
Tema
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Edit custom data
Definizioni dei metaobject, metaobject
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Modifica il pannello di controllo Shopify
File
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Visualizza altri dati
Impostazioni locali, sedi
In primo piano
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