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B2B Wishlist Project Planner
- by Conspire
- Free plan available. Free trial available.
- by Conspire
- Free plan available. Free trial available.
Help B2B customers build project lists, request quotes, and manage complex purchases with organized wishlists and quote tools.
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About the B2B Wishlist Project Planner
This B2B wishlist and project planner helps customers build organized product lists for large, complex purchases. Shoppers can create multiple wishlists, group products into projects, set quantities for each item, and share lists with team members. When ready, they convert wishlists to carts or request quotes directly.
Merchants get full visibility into every customer wishlist through the admin panel. You can assist with sales by updating customer lists, exporting professional PDF quotes and estimates, and converting wishlists into draft order invoices for sales-assisted transactions.
Perfect for businesses in home decor, interior design, furniture, construction, event planning, and B2B wholesale where customers need to plan and organize multi-product purchases before buying.
Launched: May 29, 2024
Key features
- Export wishlists as PDF quotes & estimates for large or complex orders
- Convert customer wishlists to draft order invoices for sales-assisted orders
- Organize wishlists with subgroups, filters & per-product quantities
- Customers create multiple wishlist projects & convert them to carts
- Share wishlists by link & manage every customer wishlist from the admin
Integrations with:
- Shopify Admin,
- Customer accounts,
- GOAT B2B Wholesale Pricing,
- GOAT Draft Order Invoices,
- Klaviyo
Pricing of B2B Wishlist Project Planner
Free
Free
Project planner
$29 / month
- Create multiple wishlists / projects
- Wishlists can have subgroups / tags
- Add products from wishlist to cart
- Share wishlists
