B2B Onboarding & Company Self-Service for Shopify

Replace manual wholesale signups with a structured, self-service flow. Collect the right data, review applications in one place, and let companies manage their own team access.

Available for all Shopify plans.

Everything you need to manage your wholesale business

Catalog A Net 30
Deny Approve

Applicant

Acme Wholesale

Staff

2 assigned

Application Portal

Accept or deny wholesale applicants in one place — assign sales terms, catalogs, and staff members the moment you approve.

Form builder with applicant details, field types, and live preview

Bespoke Form Builder

Build a form that fits your process. Collect any information or files from applicants without chasing details over email.

Admin
Buyer
Buyer
+ Invite team member

Self-Service Portal

Let wholesalers manage their own company — add or remove staff without opening a support ticket.

Store locked · Wholesale access required
Apply for wholesale access

Embed Anywhere

Place the application on any page or section, or gate your entire storefront until buyers are approved.

Integrated Email Notifications

Keep applicants and your team in the loop with automated emails for submissions, approvals, and status changes.

1420 Industrial Blvd, Austin TX
Address verified

Integrated Address Validation

Capture accurate company addresses from the start with built-in validation — fewer typos, cleaner Shopify records.

How it works

Core capabilities

A clear flow from application to approval to ongoing self-service.

Custom Applications

Build the exact B2B application form you need with flexible fields and file uploads. Control which fields are required, what options appear, and how relationships are captured.

  • Text, dropdown, checkbox, relationship, and file upload fields
  • Standardised data collection from every company
  • Google Maps API integrated by default
  • Embed on landing pages, account pages, or anywhere in your theme
  • Submissions tied cleanly to Shopify records

Review Process

New applications appear in a dedicated dashboard. Scan key details, open the full application, and approve or decline in a couple of clicks. Approved companies get the right settings from day one.

  • Central dashboard for pending and approved companies
  • Quick filters for status, country, or key fields
  • Approve, decline, or request changes without leaving Shopify
  • Assign catalogs, price rules, or tax settings on approval

Self-Service Dashboard

One of the most common B2B support requests is adding or removing team members. The app gives each company a clean dashboard where they can manage access themselves.

  • Company admins add or remove buyers and team members
  • Account ownership stays with the customer, not your support inbox
  • Reduce repetitive "add user" tickets
  • Keep access accurate as teams change

Context

Why B2B Onboarding Needs Structure

B2B onboarding often lives in inboxes and spreadsheets. Sales and support teams chase missing details, create customers by hand, and fix access issues one by one. It works at small volumes, then falls apart as applications grow.

This app gives you a repeatable, trackable process: standardised data collection, clear approvals, and self-service tools that keep your team out of low-value admin work.


Features

Design Your Own Company Application

Create a B2B application form that matches your process, not the other way around. Add fields for company details, tax information, documents, and anything else you require.


Review Company Applications in One Place

New applications appear in a dedicated dashboard. You can scan key details, open the full application, and approve or decline in a couple of clicks. Approved companies get the right settings from day one.


Let Companies Manage Their Own Teams

One of the most common B2B support requests is adding or removing team members. The app gives each company a clean dashboard where they can manage access themselves.


Built for B2B Brands on Shopify Plus

This app is for Shopify Plus stores. Whether you run a dedicated wholesale storefront or a blended B2C/B2B model, it's designed around Shopify's B2B structure.


Simple, transparent pricing

One plan. All features included. Free trial available.

Monthly

$149/mo

Billed monthly. Cancel anytime.

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Save 2 months

Annual

$1,490/year

Pay for 10 months, get 12. Billed annually.

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Trusted by Shopify B2B Teams

★★★★★

Onboarding is now a process, not a one-off task. Our team finally has a clear view of who's applied, who's approved, and what they can access.

Shopify B2B merchant

Wholesale & DTC

★★★★★

We've cut almost all "add user" tickets. Company admins handle their own teams, and support can focus on real issues.

Shopify B2B merchant

B2B focus

Make B2B Onboarding Manageable

Set up a structured application flow once, then let it run. Your team spends less time on manual tasks, and new accounts get started faster.