Wishlist & B2B Project Planner

Develop by Shopify

$5-$29

/ Month

Free plan available 14 Days Free Trial

View draft order invoices & estimates on customer account page

Automated reminders

Create estimates

View draft invoices

Pay draft orders

Account page access

Invoice status tracking

About Wishlist & B2B Project Planner

Launched Dec 16, 2021

Built by Shopify

Address

151 O’Connor St, Ottawa, ON, ON, CA

Website Support Portal Privacy policy Tutorial FAQ Document

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Introduction Video

Description

View & pay draft orders directly from the customer account page. Send reminders.

Instead of customers having to dig through emails or having to use a separate invoicing software, your customers will know exactly what invoices are outstanding by viewing their account page. With a click of a button they're taken to Shopify checkout to continue paying for their invoices. Let customers view & pay open draft order invoices directly from their account page. Send reminders to ensure invoices get paid. See when invoices have been viewed.

View and pay open draft orders from the customer account page by logging in.
Send automated email reminders for unpaid invoices. Make sure invoices get paid.
Use draft orders to create estimates and convert them into paid orders!

Pros

Customers can view and pay open draft order invoices directly from their account page
Eliminates the need for customers to search through emails for invoice links
Removes the necessity of using separate invoicing software
Provides clarity for customers on outstanding invoices when they log in
Direct link to Shopify checkout simplifies the payment process
Automated reminders ensure invoices get paid timely
Allows merchants to see when invoices have been viewed
Draft orders can be used for creating estimates and converting them into paid orders

Cons

No information provided on pricing and whether it fits all business scales
Implementation on different Shopify themes and customization is unclear
Potential overreliance on automated emails, which could be seen as spammy by customers
Limited mention of customer support or troubleshooting for the app

Top Helpful Reviews

Johnny Fairways

Oct 23, 2023 on Shopify

This app was really helpful for our store. It solved the issue being able to invoice customers and our B2B stores by having outstanding draft orders easily viewable on the account page. Being able to send automated reminders also helps us get invoices paid efficiently. Support was great when I had an issue setting up reminders. It would be great if they added a few more features like better analytics and being able to see when customers view invoices, but overall its a solid app.

TFP Online

Aug 25, 2022 on Shopify

I installed this app almost a month ago and asked for help to get it implemented correctly as it currently doesn't work. Communication isn't so great, i send emails and messages and receive no response. The app is not working for me on my store and there is no urgency to getting it fixed/

Dollar Driver Club

Jan 17, 2022 on Shopify

Tried to install, but would not let me. Please reach out, would really love to try this app. It would be a huge help

Jewelry by Johan

Jan 03, 2022 on Shopify

This app was EXACTLY what we needed to remedy all of our issues with customers never receiving draft orders (which are price quotes for our custom products) via email, inadvertently deleting them or having to hunt them down in a saturated inbox. Now, they simply login and see all of their quotes in one place (the customer account page!) and can quickly and easily purchase. Best of all, the team at Conspire is super responsive, quick to provide assistance and open to feedback. HIGHLY RECOMMEND!