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Folio ‑ B2B Document Portal
- by Alpha Edge
- $9.99/month. Free trial available.
- by Alpha Edge
- $9.99/month. Free trial available.
Organize and share B2B documents with your wholesale customers. Assign files to companies and locations for easy access.
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About the Folio ‑ B2B Document Portal
Folio helps Shopify B2B merchants organize and share business documents with their customers. Upload files, select from Shopify Files, or add external links to create a centralized document portal. Group related documents together and assign them to specific companies or locations. Your B2B customers can easily search, view, and download their assigned files directly from their account. Manage document expiry dates, replace files for existing assignees, and highlight new documents to keep everyone informed. Perfect for sharing invoices, catalogs, certificates, and other B2B materials with the right buyers.
Launched: October 22, 2026
Key features
- Manage B2B documents via uploads, Shopify Files, and external links.
- Group documents for easy assignment
- Assign files to companies and locations
- Let buyers search and download documents
- Set expiry dates and replace files
Integrations with:
- Customer accounts
Category:
Pricing of Folio ‑ B2B Document Portal
Pro
$9.99 / month
- Upload files or select Shopify Files
- Add external document links
- Create document groups
- Assign files to companies/locations
- Bulk assign document groups
- Set expiry dates and replace files
- Manage assignments from company pages
- Let buyers search and download files
