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B2B Portal: Account & Approval

B2B Portal: Account & Approval

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B2B accounts with customer self-service: registration, team invites, order approvals, and more for wholesale businesses.

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  • B2B Portal: Account & Approval Screenshot
  • B2B Portal: Account & Approval Screenshot
  • B2B Portal: Account & Approval Screenshot
  • B2B Portal: Account & Approval Screenshot
  • B2B Portal: Account & Approval Screenshot
  • B2B Portal: Account & Approval Screenshot
  • B2B Portal: Account & Approval Screenshot
  • B2B Portal: Account & Approval Screenshot
  • B2B Portal: Account & Approval Screenshot
  • B2B Portal: Account & Approval Screenshot

About the B2B Portal: Account & Approval

B2B Portal: Account & Approval provides merchants with a complete control center for managing B2B customer accounts. The app features a multi-step company registration form with configurable fields and steps. Merchants can review applications and approve or reject B2B registration requests with one click, or request revisions when needed. Approved customers get access to a self-service portal where they can invite colleagues, manage their team members, and view company details without contacting support. The app includes order approval routing that holds orders for review before checkout is completed. Merchants maintain full control over customer memberships, team roles, and approval workflows. All transactional emails are customizable using HTML templates with preview and test send options. The app also provides analytics and CSV export functionality for tracking B2B account activity.
Launched: April 4, 2025

Características principales

  • Multi-step company application form with configurable fields, steps, and copy.
  • Review, approve, reject, or request revisions for B2B registration requests.
  • Order approval routing: hold and review orders before checkout is completed.
  • Customers manage their own team: invite colleagues and view company details.
  • Customizable transactional emails with HTML templates, previews, and test sends.

Integraciones con:

  • Checkout,
  • Customer accounts

Pricing of B2B Portal: Account & Approval

Basic

$19 / month

or $190/year and save 17%
  • For Stores on Shopifys Basic Plan
  • Free for development stores
  • Unlimited company registrations
  • Branded transactional emails
  • Customer self-service & management
  • Order approval workflows for customers
  • Basic Checkout Blocking

Grow

$49 / month

or $490/year and save 17%
  • For Stores on Shopifys Grow Plan
  • Free for development stores
  • Unlimited company registrations
  • Branded transactional emails
  • Customer self-service & management
  • Order approval workflows for customers
  • Basic Checkout Blocking

Advanced

$59 / month

or $590/year and save 17%
  • For Stores on Shopifys Advanced Plan
  • Free for development stores
  • Unlimited company registrations
  • Branded transactional emails
  • Customer self-service & management
  • Order approval workflows for customers
  • Basic Checkout Blocking

Plus

$129 / month

or $1,290/year and save 17%
  • For Stores on the Shopify Plus Plan
  • Free for development stores
  • Unlimited company registrations
  • Branded transactional emails
  • Customer self-service & management
  • Order approval workflows for customers
  • Advanced Checkout Blocking
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