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
Idiomas
inglês
Esta aplicação não está traduzida em português (Portugal)
Funciona com
- Finalização da compra
- Contas de clientes
- Shopify Flow
- Admin Shopify
Categorias
Tarefas de automatização
Gestão de contas
Controlo de acesso
Preços
Basic
$50 / mês
ou $500/ano e poupe 17%
For stores using other Shopify plans
Funcionalidades
- 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
Avaliação gratuita de 14 dia
Plus
$150 / mês
ou $1,500/ano e poupe 17%
For stores using Shopify Plus
Funcionalidades
- All features from Basic
- Company specific catalog assignment
- Company specific deposit requirements
- Pricing negotiable based on B2B volume
Avaliação gratuita de 14 dia
Premium
$300 / mês
ou $3,000/ano e poupe 17%
Available features based on Shopify plan
Funcionalidades
- All app features
- White glove onboarding
- Dedicated account manager
- Priority support
- Feature request priortization
Avaliação gratuita de 14 dia
Todas as taxas são faturadas em USD. As taxas recorrentes e com base na utilização são faturadas a cada 30 dias. Ver todas as opções de preços
Avaliações (12)
- 100% das classificações são de 5 estrelas
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0% das classificações são de 4 estrelas
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0% das classificações são de 3 estrelas
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0% das classificações são de 2 estrelas
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0% das classificações são de 1 estrelas
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.
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.
This was the missing to B2B on Shopify. Shopify itself has a few quirks and needed enhancements but this app took care of so many issues that were causing lost time and inefficiencies. The support is great and walks through set up until you are ready to go live. They are extremely knowledgable about their app and just the overall operations of Shopify. Highly recommend Josiah and the team.
Thank you for leaving this review 😊 It's great to hear that Josiah was able to show you some of his extensive Shopify knowledge. It's our mission to empower merchants to make the most of the Shopify platform 💪🏼 Don't hesitate to reach out to us with any further questions, thoughts or concerns. We're here for it!
Assistência
A assistência da app é prestada por Helium.
Recursos
Este programador não oferece assistência direta em Português (portugal).
Lançada
20 de fevereiro de 2025 · Registo de alterações
Acesso aos dados
Esta aplicação necessita de acesso aos seguintes dados para funcionar na sua loja. Saiba porquê na política de privacidade do programador.
Ver dados do cliente:
Dados sensíveis
-
Dados sensíveis
Nome, endereço de e-mail, número de telefone, endereço físico
Ver dados da equipa e de colaboradores:
Proprietário da loja
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Proprietário da loja
Nome, endereço de e-mail, número de telefone, endereço físico
Ver e editar dados da loja:
Clientes, produtos, empresas, Shopify Functions, Loja online, admin da Shopify
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Editar clientes
Dados do cliente
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Editar produtos
Produtos, coleções
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Editar empresas
Empresas
-
Ver Shopify Functions
Validações do carrinho e da finalização da compra
-
Editar a loja online
Tema, definições de metaobjetos, metaobjetos
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Editar admin da Shopify
Ficheiros
-
Ver outros dados
Regiões, localizações
Incluído
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