Extend B2B Onboarding
- by Codup
- $99/month. Free trial available.
Simplify B2B company onboarding. Review, approve, and manage company locations with custom forms across your store and POS.
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About the Extend B2B Onboarding
This app helps merchants collect and manage company onboarding information across their store, customer accounts, and POS. Configure custom form fields, control their order, and review all submissions from a single admin panel. Company requests are routed for approval before access is granted, giving you full control over who joins your B2B platform. Once approved, companies can add and manage multiple locations under the same account, ensuring structured onboarding and consistent data across all touchpoints.
Key features
- Configure custom company onboarding form fields from a central admin panel
- Display onboarding forms across store, accounts, and POS
- Review and approve company requests before granting access
- Approved companies can add and manage multiple locations
Pricing of Extend B2B Onboarding
Core
$99 / month
or $999/year and save 16%
- Admin-Controlled Onboarding
- Onboarding Forms Anywhere
- Review and Approve Company Requests
- Self-Serve Location Management
- Shopify POS Support
