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B2B Onboard
- by Aggregatit
- Free plan available. Free trial available.
- by Aggregatit
- Free plan available. Free trial available.
Automate wholesale customer applications with custom forms, approval workflows, and automatic B2B company creation on approval.
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About the B2B Onboard
B2B Onboard replaces manual wholesale signup processes with a structured application and approval workflow for B2B companies. Build custom application forms using the drag-and-drop form builder with fields for company details, tax IDs, and file uploads. The wholesale customer application form embeds directly on your storefront via app proxy and matches your store's theme. Review applications with a simple workflow—approve, reject, or request changes in one click. When you approve an application, the app automatically creates a B2B company and customer account. Rejected applicants receive email notifications. Features include automatic tax ID verification through EU VAT VIES during application review, making wholesale customer onboarding efficient and professional.
Launched: May 4, 2026
Características principales
- 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.
Integraciones con:
- Shopify Flow,
- Shopify Admin,
- Order Printer,
- Sufio,
- VIES
Pricing of B2B Onboard
Free
Free
- 1 registration form
- 10 applications/month
- Email notifications
- Basic form builder
- "Powered by" badge
Starter
$14.99 / month
or $149.90/year and save 17%
- 3 registration forms
- 50 applications/month
- Email notifications
- CSV data export
- No Powered by badge
Growth
$29.99 / month
or $299.90/year and save 17%
- 10 registration forms
- 250 applications/month
- Custom branding & logo
- White-label emails
- Auto-approval rules
Pro
$49.99 / month
or $499.90/year and save 17%
- Unlimited forms
- Unlimited applications
- Multi-language forms
- Auto-approval rules
- Priority support
