Sami B2B Onboarding
- Drag-and-drop application forms with pages, conditional fields and file uploads
- Approval sets up the B2B company with catalog, payment terms and tax exemptions
- Review in one queue, or let rules and Shopify Flow approve buyers for you
- Lock your store, hide prices or block checkout until a buyer is approved
Features
Onboard wholesale buyers without the back-and-forth
Build your application form
Smart application review
Approval presets
Approve once, company created
Only approved buyers check out
Buyers manage their company
Why choice us!
The Smart Choice for High-Growth Businesses
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Get email support
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Start live chat
Talk to us directly via live chat to get help with your question.
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Help center
Explore our Help Center for detailed guides and instructions.
What happens when I approve an application?
The app creates the B2B company in Shopify with its location and contact, and assigns the catalog, payment terms and tax exemptions you choose. No manual setup needed.
Can I customize the application form?
Yes. Use the drag-and-drop editor to add pages, custom and conditional fields, file uploads and CAPTCHA, match fonts and colors to your brand, and embed the form anywhere.
Can buyers be approved automatically?
Yes. Set approval rules or use Shopify Flow to approve routine applications, and keep the rest in the review queue for manual review.
Can I hide prices until a buyer is approved?
Yes. You can hide prices, lock the whole store or block checkout for anyone who is not an approved wholesale buyer.
Can buyers update their company details?
Yes. Approved buyers can edit company details and add contacts and locations from their customer account.
How much does Sami B2B Onboarding cost?
The app is free to install and use. Email templates, multi-language forms and customer tagging are included.