Onboard B2B: Company Profiles

Develop by Helium

$100-$150

/ Month

14 Days Free Trial

Streamline B2B sign-ups, manage companies, ensure secure Shopify access.

Access control

Company creation

Customizable application

About Onboard B2B: Company Profiles

Launched Feb 19, 2025

Built by Helium

Email :

[email protected]

Address

6659 Kimball Drive, Ste. D402, Gig Harbor, WA, 98335, US

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Description

Streamline B2B onboarding with company applications, account approval, and self-management for users

Simplify your B2B sign-up process! Onboard allows you to create and manage Companies using native Shopify Plus B2B features. Customize your wholesale application form to collect the data you need to approve prospective retailers and assign catalogs automatically using conditional logic. You can also allow company contacts to invite and manage other company buyers at that location. 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
Add custom fields to your wholesale inquiry form and save to Company metafields
Incomplete application? Request revisions without requiring a new application
Company self-management: location admins can manage team members and permissions
Access Control: prevent unauthorized checkout or block storefront access

Pros

Streamlines B2B sign-up processes, making it easier to onboard new companies.
Allows creation and management of Companies using Shopify Plus B2B features.
Offers a customizable wholesale application form to collect necessary retailer information.
Facilitates approval or rejection of prospective retailers based on gathered data.
Enables assignment of catalogs to approved companies.
Permits company contacts to invite and manage other company buyers, enhancing self-management.
Includes site lock and checkout lock features for secure browsing and order placement.
Allows incomplete applications to be revised without starting a new application, increasing efficiency.
Provides comprehensive access control to prevent unauthorized store access or order placement.

Cons

May require additional setup and customization depending on specific business needs.
Being dependent on Shopify Plus features might not be suitable for all Shopify users.
Potential learning curve for users unfamiliar with B2B workflows and Shopify features.
Limited to the capabilities and restrictions imposed by Shopify's platform.