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B2B Onboard

Develop by Shopify

$14.99-$49.99

/ Month
Free plan available

Streamline wholesale signups with custom forms and automated approval workflow.

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About B2B Onboard

Launched May 04, 2026

Categories

Workflow automation

Built by Shopify

Address

151 O’Connor St, Ottawa, ON, ON, CA

Website Support Portal Privacy policy Tutorial FAQ Document

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Description

Collect and approve wholesale customer applications. Automatically create B2B companies on approval.

B2B Onboard replaces manual wholesale signup processes with a structured application and approval workflow. Merchants build custom application forms using a drag-and-drop editor with fields for company details, tax IDs, file uploads, and more. The form is embedded directly on the storefront through an app proxy, matching the store's theme. When a merchant approves an application, the app automatically creates a B2B company and customer account. Rejected applicants receive an email.

B2B Onboard replaces manual wholesale signup processes with a structured application and approval workflow. Merchants build custom application forms using a drag-and-drop editor with fields for company details, tax IDs, file uploads, and more. The form is embedded directly on the storefront through an app proxy, matching the store's theme. When a merchant approves an application, the app automatically creates a B2B company and customer account. Rejected applicants receive an email. more
  • Drag-and-drop form builder to customize your customer application form.
  • Application review workflow — approve, reject, or request changes in one click.
  • Auto-creates B2B company and customer account when an application is approved.
  • Storefront form embedded via app proxy, styled to match your theme.
  • Automatic tax ID verification (EU VAT VIES) during application review.

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