Uncap Company Onboarding
- by Uncap
- $49/month. Free trial available.
Automate B2B customer registration with custom forms, one-click approvals, and automatic company setup in Shopify.
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About the Uncap Company Onboarding
Uncap Company Onboarding automates B2B customer registration for Shopify merchants. This app simplifies how you handle wholesale and business customer applications with a drag-and-drop form builder that lets you create custom application forms with the exact fields you need.
Set up unlimited approval presets that define catalogs, payment terms, tax exemptions, deposit percentages, and contact roles. When you approve an application with one click, the app automatically creates complete company accounts in Shopify with all locations, contacts, and permissions configured instantly.
The centralized dashboard gives you full visibility into all B2B applications with status tracking, smart filtering options, and activity analytics. Your business customers apply directly through their Shopify account for a professional onboarding experience. Custom field types let you collect specific information relevant to your wholesale business, making B2B customer management straightforward and organized.
Key features
- Build custom B2B application forms - collect exactly what you need
- One-click approvals with preset catalogs, payment terms & tax rules
- Track all applications from one dashboard with powerful filtering
- Auto-create complete company accounts - locations, contacts & settings
- Customers apply through their Shopify account - professional experience
Pricing of Uncap Company Onboarding
Awesome
$49 / month
- Custom B2B application forms
- Application review dashboard
- Manual approval workflow
- Automatic Shopify company creation
- Customer account application portal
