BATTLE CARDS

Eleven apps. One Shopify B2B programme that actually scales.

Each card maps where Shopify's native B2B stops, what Extend does instead, and the questions to ask to land it.

THE SETUP

Shopify ships B2B. Here's where it stops.

Native B2B in Shopify is real — but the same six gaps surface the moment a wholesale programme carries real operational weight.

  • Onboarding

    Every company, location, and contact is created by hand in admin. No self-serve application path for buyers.

  • Credit control

    Payment terms exist. Credit limits do not. Nothing stops a Net 30 buyer from owing $200k before anyone notices.

  • POS

    Shopify POS is built for retail. No B2B pricing, terms, or credit checks at the counter — wholesale walks out, or it goes through wrong.

  • Buyer collaboration

    No shared carts, no internal approval, no project containers. Multi-stakeholder buying lives in email threads.

  • Complex products

    Native variants top out at simple options. Multi-part configuration with contingent rules is not in the box.

  • Quote-to-order

    No structured RFQ, no negotiated-price record, no audit trail. Quotes live in inboxes; orders are recreated by hand.

THE SUITE

Eleven cards. One closed loop.

Each app stands alone, but they are designed to compound. CPQ is Configurator and Projects & Quotes wired together as one motion.

  1. 01B2B OnboardingA self-service wholesale application and approval system that automatically creates Shopify company accounts, locations, and buyer contacts on approval — without any manual admin work.
  2. 02Credit Limit ManagerA per-account credit and payment terms management system that lets merchants set spending limits for wholesale buyers and enforce them automatically at checkout — without manual intervention.
  3. 03POS for B2BA Shopify POS extension that brings full B2B functionality to in-store transactions — company accounts, B2B pricing, payment terms, and credit limit enforcement — all at the counter.
  4. 04Shared CartsA collaborative cart tool that lets multiple buyers within the same company add items to a single shared cart before one authorised buyer reviews and submits the consolidated order.
  5. 05Trade TermsAn account-level trade terms management app that lets merchants assign differentiated purchasing conditions to wholesale buyers — inventory allocation, fulfillment preferences, and extended payment windows — on a per-account or per-tier basis.
  6. 06Product ConfiguratorA multi-part product configuration tool that lets B2B buyers assemble complex products from components, parts, and attributes — with contingent rules controlling what combinations are valid, and pricing calculated automatically based on the final configuration.
  7. 07Projects & QuotesA project and quote management tool that lets B2B buyers organise multi-item orders under named projects, manage internal approvals, and submit formal quote requests — while giving merchants a structured negotiation workflow and full visibility into every customer's project pipeline.
  8. 08Quick OrderA bulk ordering tool that lets B2B buyers place large, multi-SKU orders quickly — through product tables, variant tables on product pages, or CSV upload — without navigating individual product pages one by one.
  9. 09CPQ BundleA combined Configure, Price, Quote solution that covers the full sales motion for complex B2B purchasing — from a buyer assembling a multi-part product, through internal approval and price negotiation, to a confirmed order with a PO reference. Built from Product Configurator and Projects & Quotes working as a single end-to-end workflow.
  10. 10QuotesA standalone quoting tool for B2B merchants that supports both rep-initiated and buyer-initiated quote flows — with sharing, internal approval, and permission management built in. Quotes are created inside Shopify, shared via a branded link, negotiated with a conversation thread, and converted directly to an order on approval.
  11. 11B2B Address BookA multi-address management system that lets B2B buyers save, manage, and select multiple shipping addresses tied to their company location — and choose between them directly at checkout without re-entering anything.

CARD 01

B2B Onboarding

A self-service wholesale application and approval system that automatically creates Shopify company accounts, locations, and buyer contacts on approval — without any manual admin work.

$29 /month · $299 /yearProduct page →

Best for

  • Brands launching a formal wholesale programme for the first time
  • Merchants currently approving wholesale accounts over email or phone
  • DTC brands adding a wholesale channel without disrupting their existing storefront
  • Any merchant whose team is manually creating B2B company records in Shopify admin

The gap — Shopify's native B2B

Shopify's native B2B requires merchants to create every company, location, and buyer contact manually in the admin. For merchants receiving more than a handful of wholesale applications a month, this becomes a bottleneck — applications sit in inboxes, onboarding takes days, and buyers lose momentum. There is no self-serve path for the buyer and no structured approval workflow for the merchant.

What Extend does

  • Branded, configurable application form for wholesale buyers — collects company details, tax ID, locations, and contacts
  • Merchant review and approval workflow — approve, reject, or request more information
  • On approval, Shopify company, location(s), and buyer contacts are created automatically
  • Buyers receive access immediately — no separate activation step required
  • Form can be embedded on the merchant's storefront or hosted as a standalone page

In play — discovery questions

  • How do wholesale buyers currently apply to work with you — is there a form, or does it happen over email?
  • Who handles the account setup once someone is approved, and how long does it take?
  • Are you losing applications because of how long onboarding takes?
  • Do buyers need to go through an approval step, or can they self-activate?

Pairs with

  • Credit Limit ManagerAssign credit limits and payment terms at the point of approval, in the same workflow
  • B2B POSEnables in-store wholesale onboarding at the counter, without going through head office

CARD 02

Credit Limit Manager

A per-account credit and payment terms management system that lets merchants set spending limits for wholesale buyers and enforce them automatically at checkout — without manual intervention.

Product page →

Best for

  • Merchants offering Net 30/45/60 payment terms who need a ceiling on how much any account can owe at one time
  • Brands with a large wholesale buyer base where risk varies significantly by account
  • Merchants who have had buyers over-order beyond their payment capacity and want guardrails
  • Any business where the finance or ops team is manually tracking wholesale exposure in a spreadsheet

The gap — Shopify's native B2B

Shopify's native B2B supports payment terms but has no concept of a credit limit. A merchant can offer Net 30 to a buyer, but there is nothing stopping that buyer from placing order after order until they owe far more than the merchant is comfortable extending. The only protection available without this app is manual review — someone checking outstanding balances before approving each order. For growing wholesale programmes, that does not scale.

What Extend does

  • Set a credit limit per company or per location — independently, if needed
  • Enforce the limit at checkout — buyers cannot place an order that would take them over their assigned limit
  • When a limit is reached, orders are held for merchant review rather than silently blocked
  • Merchants can adjust limits at any time as the relationship with a buyer matures
  • Works alongside Shopify's native payment terms — limit and terms operate together, not separately

In play — discovery questions

  • Do you offer payment terms like Net 30 or Net 45 to wholesale buyers?
  • Is there anything stopping a buyer from placing more orders than you're comfortable extending credit for?
  • Who monitors outstanding wholesale balances today, and how do they do it?
  • Have you ever had a buyer over-order and create a collections problem?
  • Do different accounts need different limits, or would a flat policy across all buyers work?

Pairs with

  • B2B OnboardingSet the credit limit at the point of account approval, before the buyer places their first order
  • B2B POSLimit is checked and enforced on in-store wholesale transactions in real time
  • Shared CartsConsolidated multi-buyer orders are validated against the company's limit before submission

CARD 03

POS for B2B

A Shopify POS extension that brings full B2B functionality to in-store transactions — company accounts, B2B pricing, payment terms, and credit limit enforcement — all at the counter.

$199 /month · $1,999 /yearProduct page →

Best for

  • Omnichannel brands with physical stores that also run a wholesale programme
  • Merchants whose sales reps open new wholesale relationships in person at trade shows, showrooms, or retail locations
  • Brands where boutique retailers or wholesale buyers walk in and need to be onboarded and transacted with on the spot
  • Any merchant running wholesale in-store today using workarounds — manual invoices, separate systems, or cash-only transactions

The gap — Shopify's native B2B

Shopify POS is built for retail, not wholesale. A merchant with B2B accounts has no way to apply company-specific pricing, enforce payment terms, or check a buyer's credit limit during an in-store transaction. Sales reps either turn the buyer away, write down the order manually and process it later, or put it through as a retail transaction at the wrong price. All three create problems — missed closes, manual reconciliation, and data that does not reflect what actually happened.

What Extend does

  • Runs inside Shopify POS — no separate hardware or system required
  • Identifies the buyer's company account and applies their assigned B2B pricing automatically
  • Enforces the account's credit limit in real time — transactions that would exceed the limit are flagged before completion
  • Supports payment terms at the counter — marks the transaction as Net 30/45 rather than requiring immediate payment
  • New buyers can be onboarded at the counter and transacted with in the same session, without involving head office

In play — discovery questions

  • Do you have wholesale buyers who come into your physical locations to place orders or open accounts?
  • How do your staff currently handle a wholesale transaction at the counter — is it going through POS or handled separately?
  • Are your in-store wholesale transactions getting recorded in Shopify, or are they tracked somewhere else?
  • Do sales reps at your locations have the ability to open new wholesale accounts on the spot?
  • Have you lost in-store wholesale closes because your team couldn't process the transaction properly?

Pairs with

  • B2B OnboardingNew buyers can be onboarded in the same POS session before placing their first order
  • Credit Limit ManagerLimits set on the account are enforced live at the counter during every transaction

CARD 04

Shared Carts

A collaborative cart tool that lets multiple buyers within the same company add items to a single shared cart before one authorised buyer reviews and submits the consolidated order.

$29 /month · $299 /yearProduct page →

Best for

  • Multi-location wholesale accounts where different buyers or regional managers each contribute to a combined order
  • National or enterprise accounts with a centralised purchasing process — one HQ buyer submits on behalf of multiple locations
  • Merchants whose wholesale buyers currently coordinate orders over spreadsheets, email chains, or phone calls
  • Any B2B merchant dealing with duplicate or fragmented orders from the same company

The gap — Shopify's native B2B

In wholesale, an order is often not one person's decision. Different locations have different needs, and someone has to consolidate them before anything is submitted. Without a tool for this, buyers improvise — spreadsheets get emailed around, people call in separately, someone builds a master list and re-enters it manually. The result is duplicate submissions, fulfilment errors, and a process the merchant has no visibility into. Shopify has no native concept of a shared or collaborative cart.

What Extend does

  • A buyer starts a cart and generates a shareable link — no login required for collaborators to add items
  • Multiple buyers across locations can add, edit, or remove items from the same live cart
  • One authorised buyer reviews the consolidated cart and submits the final order
  • The order is placed against the company's assigned pricing and payment terms — no manual reconciliation needed
  • The merchant receives a single clean order rather than multiple fragmented submissions

In play — discovery questions

  • When a large account places an order, is it one person deciding or multiple people across locations contributing?
  • How do your multi-location buyers coordinate what goes into an order today?
  • Are you seeing duplicate or split orders from the same company that should have been one order?
  • Does your team end up manually combining or reconciling orders from the same account before fulfilment?
  • Who has the authority to actually submit an order — one person, or anyone at the account?

Pairs with

  • Credit Limit ManagerThe consolidated cart is validated against the company's credit limit before submission, not per individual buyer session
  • B2B OnboardingCompany accounts with multiple contacts and locations are already structured correctly for shared cart use from day one

CARD 05

Trade Terms

An account-level trade terms management app that lets merchants assign differentiated purchasing conditions to wholesale buyers — inventory allocation, fulfillment preferences, and extended payment windows — on a per-account or per-tier basis.

Product page →

Best for

  • Brands with a tiered wholesale programme where top accounts get preferential treatment
  • Merchants whose key accounts expect reserved inventory or guaranteed stock availability
  • Businesses where relationship managers are handling exceptions manually because the system treats every buyer the same
  • Any merchant whose B2B programme has matured past a flat, one-size-fits-all model

The gap — Shopify's native B2B

Shopify's B2B features apply broadly — pricing catalogs, payment terms, and ordering rules work at a general level but offer no way to differentiate between a buyer placing $2,000 a month and one placing $200,000. Merchants with tiered programmes end up managing the difference manually: account managers make calls, ops teams hold stock informally, and finance tracks exceptions in spreadsheets. None of that is scalable, and none of it is visible to the rest of the business.

What Extend does

  • Assign differentiated trade terms to individual accounts or account tiers — independently of general catalogue and pricing rules
  • Reserve inventory for priority accounts so it is not available to the general wholesale pool
  • Set flexible fulfillment conditions per account — split shipments, staged delivery windows, backorder permissions
  • Extend payment windows beyond standard terms for qualifying accounts
  • Gives account managers a single place to manage what each priority buyer is entitled to, rather than handling it case by case

In play — discovery questions

  • Do all your wholesale buyers operate under the same terms, or do your top accounts get different conditions?
  • How do you currently ensure that key accounts can always get what they need — is stock being held for them anywhere?
  • Are your account managers handling exceptions manually that should really be baked into the account setup?
  • What happens when a priority buyer and a smaller buyer want the same product and stock is limited?
  • Is there a tier structure in your wholesale programme, or is it informal right now?

Pairs with

  • B2B OnboardingTrade terms can be assigned as part of the account approval process, so priority status is set from the start
  • Credit Limit ManagerWorks alongside credit limits to give high-value accounts both greater purchasing flexibility and appropriate financial guardrails

CARD 06

Product Configurator

A multi-part product configuration tool that lets B2B buyers assemble complex products from components, parts, and attributes — with contingent rules controlling what combinations are valid, and pricing calculated automatically based on the final configuration.

$99 /month · $999 /yearProduct page →

Best for

  • Merchants selling complex, component-based products where buyers need to select multiple parts before an order makes sense — lighting systems, industrial equipment, modular furniture, machinery, fixtures
  • B2B catalogues that have outgrown Shopify's native variant limits or have products with interdependent options
  • Wholesale buyers who currently configure orders offline (spreadsheets, sales rep calls, emailed spec sheets) and then submit manually
  • Any merchant where incorrect configurations lead to order errors, returns, or fulfilment problems

The gap — Shopify's native B2B

Shopify's native variant system is built for simple product options — size, colour, material. It breaks down when a product has dozens of parts, each with their own attributes, and where selecting one part limits or unlocks options in another. Merchants selling this kind of product either cap what buyers can self-serve, rely on sales reps to manually spec every order, or end up with a high rate of incorrect orders because buyers didn't know certain combinations don't work. None of those is a scalable wholesale experience.

What Extend does

  • Supports products with up to 50 parts per product, 50 attributes per part, and 100 values per attribute — enabling trillions of valid combinations from a single product setup
  • Contingent rules define which attributes and values are available based on prior selections — buyers can only build configurations that actually work
  • Each configured combination generates a unique, trackable SKU automatically
  • VAT, shipping, and tiered pricing are applied to the final configuration in real time — no manual pricing calculation required
  • Buyers get a self-service configuration experience fully embedded in the Shopify storefront — no separate tool or sales rep needed for standard orders
  • Integrates with CRMs, ERPs, and PIMs — configured order data flows downstream without manual re-entry

In play — discovery questions

  • Do your products have multiple components or parts that buyers need to select before placing an order?
  • Are your buyers currently configuring orders through a sales rep or off a spec sheet rather than self-serving on your store?
  • How do you currently prevent buyers from ordering combinations that don't work or aren't available?
  • Are order errors or returns driven by incorrect configurations?
  • Is your product catalogue hitting the limits of Shopify's native variant system?

Pairs with

  • Projects & QuotesConfigured products can flow into a quote for review and approval before becoming an order, covering the full CPQ workflow end to end

CARD 07

Projects & Quotes

A project and quote management tool that lets B2B buyers organise multi-item orders under named projects, manage internal approvals, and submit formal quote requests — while giving merchants a structured negotiation workflow and full visibility into every customer's project pipeline.

Product page →

Best for

  • Merchants whose buyers purchase for specific jobs or projects rather than placing standalone repeat orders — lighting fit-outs, construction, industrial supply, specification-based purchasing
  • B2B sellers whose sales team is currently managing quotes in email threads and PDF attachments, with no audit trail or status tracking
  • Merchants with enterprise or mid-market accounts where orders need internal sign-off before they reach the seller
  • Any business where negotiated per-deal pricing is the norm but there is no system to manage it

The gap — Shopify's native B2B

In complex B2B sales, an order is rarely one person deciding on one occasion. A buyer might configure 15 products across three sessions, need a colleague to approve the total before submitting, want to negotiate pricing before committing, and need to reference a PO number at checkout. None of that maps to a standard Shopify cart-to-checkout flow. The result is a fragmented process split across email, spreadsheets, and phone calls — with the merchant having no visibility into where any deal actually stands until an order lands.

What Extend does

  • Buyers save configured or standard products to a named project instead of checking out immediately — projects accumulate items across multiple sessions
  • The project tracks what has been purchased against it and what remains outstanding, giving buyers a running view of the full job
  • Milestone and timeline support — buyers can indicate when specific items are needed, giving the merchant forward visibility into fulfilment requirements
  • Internal approval workflow — a buyer submits the project to a colleague within the same company account; the approver reviews and approves or rejects before the project progresses
Quotes — merchant and buyer side
  • Once a project is approved, the buyer submits a formal Request for Quote — they can propose a target price, request a discount, or add a message
  • The merchant receives a structured RFQ with the buyer's company, items, and notes; a back-and-forth conversation thread is available on both sides
  • The merchant overrides unit prices for that specific order — the catalogue price is unchanged; the negotiated price applies to this deal only, with a full record kept
  • Status moves from pending to quoted; the buyer approves it, references their PO number, and checks out at the negotiated price
Merchant visibility
  • Full pipeline view of all open customer projects — who owns them, which company, what items are in them, and current status
  • Milestone data surfaces which orders are coming before they are formally submitted

In play — discovery questions

  • Do your buyers purchase for specific projects or jobs, or are orders mostly standalone and repeat?
  • How do buyers currently keep track of everything they need for a project before they're ready to order?
  • Does someone at the buyer's company need to sign off on an order before it's submitted to you?
  • How are quotes handled today — is it email, PDF, or something else?
  • When you negotiate a price with a buyer, where does that agreed price live? Is there a record of it?
  • Do buyers reference PO numbers at checkout, and is that being captured cleanly?

Pairs with

  • Product ConfiguratorConfigured products flow directly into a project, completing the full CPQ motion from configuration through to negotiated order
  • Credit Limit ManagerThe approved quote can be validated against the company's credit limit before checkout
  • B2B OnboardingCompany accounts with defined roles and contacts are the foundation for project ownership and approval workflows to function correctly

CARD 08

Quick Order

A bulk ordering tool that lets B2B buyers place large, multi-SKU orders quickly — through product tables, variant tables on product pages, or CSV upload — without navigating individual product pages one by one.

$199 /month · $1,499 /yearProduct page →

Best for

  • Merchants with repeat wholesale buyers who already know what they want and just need to get the order in fast
  • B2B stores with large catalogues where browsing individual product pages is inefficient for buyers ordering across dozens of SKUs at once
  • Merchants whose buyers are currently placing bulk orders by emailing lists, calling in, or uploading spreadsheets to a sales rep
  • Any wholesale operation where slow or cumbersome ordering UX is causing buyers to go elsewhere or pick up the phone instead of self-serving

The gap — Shopify's native B2B

Shopify's standard storefront is designed for retail browsing — one product, one page, add to cart, repeat. For a wholesale buyer ordering 40 SKUs in a single session, that experience is unusable. They either abandon self-service entirely and call a rep, or the merchant ends up manually creating draft orders on their behalf. Both options add friction, slow fulfilment, and put unnecessary load on the merchant's operations team.

What Extend does

  • Product tables display multiple SKUs and variants on a single page — buyers enter quantities across the full table and add everything to cart in one action
  • Variant tables surface all options for a product directly on the product page, eliminating the need to navigate between pages per variant
  • CSV upload lets buyers submit an entire order as a file — SKUs and quantities — for instant cart population, ideal for buyers who manage procurement in spreadsheets
  • Advanced search, filtering, and sorting help buyers find what they need quickly in large catalogues without scrolling through irrelevant products
  • Metafields and custom attributes are displayed in the ordering interface — buyers see the product data they need to make decisions without an overloaded catalogue page
  • Works natively with Shopify B2B Catalogs, B2B Markets, and Shopify Plus — B2B pricing assigned to the buyer's account applies automatically

In play — discovery questions

  • How do your wholesale buyers currently place their orders — do they self-serve on your store, or does someone on your team create orders on their behalf?
  • How many SKUs does a typical wholesale order include?
  • Do your buyers know what they want when they come to order, or are they still discovering products at that stage?
  • Are you seeing buyers abandon the storefront and call or email instead of ordering online?
  • Do any of your buyers manage procurement via spreadsheet and want to upload an order rather than browse?

Pairs with

  • B2B OnboardingBuyers properly set up with company accounts and catalogues get the right B2B pricing in the quick order interface automatically
  • Credit Limit ManagerBulk orders are validated against the account's credit limit at checkout, preventing over-ordering without manual review
  • Shared CartsBuyers building large orders collaboratively can use quick order to populate the shared cart efficiently before a single authorised buyer submits

CARD 09BUNDLE

CPQ Bundle

A combined Configure, Price, Quote solution that covers the full sales motion for complex B2B purchasing — from a buyer assembling a multi-part product, through internal approval and price negotiation, to a confirmed order with a PO reference. Built from Product Configurator and Projects & Quotes working as a single end-to-end workflow.

Product page →

Best for

  • Manufacturers, distributors, and specification-driven merchants whose sales process involves configuration, negotiation, and approval before an order is ever placed
  • Merchants in industries like lighting, industrial equipment, HVAC, modular fixtures, or any sector where a product is really a configured assembly of parts
  • B2B businesses currently running their entire quote-to-order process across email, PDF attachments, Excel sheets, and manual Shopify draft orders
  • Sales teams who spend significant time manually speccing orders for buyers who could self-serve if the right tool existed
  • Any merchant whose sales cycle has multiple handoffs — buyer builds, colleague approves, seller quotes, buyer confirms — and none of those steps are currently in one place

The gap — Shopify's native B2B

Complex B2B selling has never fit into a standard eCommerce checkout flow. A buyer configuring a lighting system for a fit-out project needs to assemble components, save their work, get sign-off from their procurement manager, negotiate pricing with the manufacturer, and reference a PO before anything moves. Without a system built for that motion, every step happens in a different tool — or does not happen at all, and a sales rep fills the gap manually. The result is slow deal cycles, no audit trail, pricing inconsistencies, and a process that cannot scale beyond the capacity of the sales team handling it.

What Extend does

  • Configuration without quotes is just a fancy product page — the buyer still has no structured path to negotiate or get sign-off
  • Quotes without configuration means complex products still get specced manually before a quote can even be raised
  • Together, the full motion is self-contained: buyers can go from first selection to confirmed order without a single email or sales rep touchpoint for standard deals
The full motion
  • Configure Buyer assembles a complex product from parts and attributes; contingent rules prevent invalid combinations; a unique SKU is generated for the exact configuration
  • Save to project Configured items are saved under a named project rather than checked out immediately; the project accumulates all items needed for the job across multiple sessions
  • Internal approval The buyer submits the project for sign-off from a colleague within the same company account; the approver reviews and approves before the project progresses
  • Submit RFQ Approved project is submitted as a formal Request for Quote; the buyer can propose a target price or request a discount
  • Merchant quotes The merchant reviews the RFQ, negotiates via a conversation thread, and sets a per-order price override without touching catalogue pricing
  • Buyer confirms The buyer approves the quoted price, adds a PO number, and checks out; the order lands in Shopify with full configuration detail and negotiated pricing on record

In play — discovery questions

  • How does a typical order come together for your most complex accounts — walk me through the steps from first enquiry to purchase order
  • How many people on your team are involved in getting a quote out the door?
  • Does someone at the buyer's company need to approve a purchase before it's submitted to you?
  • Where does the negotiated price live once it's agreed — is there a record of it, or does it exist only in an email thread?
  • What percentage of your orders require configuration or custom speccing before they can be priced?
  • Are your sales reps spending time manually building quotes or draft orders that buyers could theoretically self-serve?

Pairs with

  • B2B OnboardingCompany accounts with defined contacts, locations, and roles are the foundation for project ownership and approval workflows to function
  • Credit Limit ManagerThe confirmed quote is validated against the account's credit limit at checkout
  • Trade TermsPriority accounts can have preferential pricing conditions that apply to their CPQ workflow alongside negotiated per-deal prices

CARD 10

Quotes

A standalone quoting tool for B2B merchants that supports both rep-initiated and buyer-initiated quote flows — with sharing, internal approval, and permission management built in. Quotes are created inside Shopify, shared via a branded link, negotiated with a conversation thread, and converted directly to an order on approval.

Product page →

Best for

  • Merchants with an active sales team where reps are regularly putting together custom-priced quotes for accounts before an order is placed
  • B2B stores where buyers want to request a quote without needing to build a full project — a single enquiry, a single quote, a clean close
  • Merchants whose accounts involve multiple stakeholders on the buyer side — one person requests, another approves, one submits the PO
  • Any business currently managing quotes entirely over email, with no system to track status, record negotiated prices, or convert approvals into orders

The gap — Shopify's native B2B

Most B2B merchants have two quote problems running simultaneously: their sales reps are building quotes manually in email or spreadsheets and chasing buyers for approval, and buyers are asking for quotes with no formal channel to submit the request. Both flows end up in the same place — a thread of emails with no audit trail, a negotiated price that lives nowhere permanent, and an order that has to be manually recreated in Shopify once someone finally says yes. For merchants with any volume of quote-based selling, this is a significant operational drain and a source of consistent deal slippage.

What Extend does

  • Sales rep builds a quote inside Shopify — line items, custom pricing, payment terms, and expiry date
  • Quote is shared with the buyer via a branded link — no buyer login required to view
  • Buyer reviews, asks questions via the conversation thread, and approves or requests adjustments
  • Approved quote converts directly to a Shopify order with negotiated pricing locked in — catalogue prices are unchanged
Buyer-initiated flow
  • Buyer submits a quote request from the storefront — selects products, enters quantities, and adds a note or proposed price
  • Request lands as a structured RFQ in the merchant's admin
  • Merchant or rep reviews, adjusts pricing, responds via the conversation thread, and issues the formal quote
  • Same approval and conversion flow from that point forward
Approval and permissions
  • Buyers can be assigned roles within their company account — who can request a quote, who can approve one, and who can authorise checkout against an approved quote
  • Multi-stakeholder approval flow: a quote can require sign-off from a second contact at the buyer's company before it progresses to order
  • Merchants can assign quotes to specific team members or reps — each rep works their own queue without visibility into others unless permissions allow
  • Rep access is configurable — useful where an account is managed by an external contact who needs to raise and manage quotes without broader store access

In play — discovery questions

  • How do your sales reps currently put together a quote for a customer — what tool do they use and where does it live?
  • When a buyer asks for a quote, what does that process look like from request to confirmed order?
  • Does someone at the buyer's company need to approve a quote before it becomes a purchase order?
  • Where does the agreed price get recorded once a deal is negotiated?
  • How many quotes does your team handle in a typical month, and how many of those convert to orders?
  • Are any of your accounts managed by external reps or agents who need to raise quotes on the merchant's behalf?

Pairs with

  • B2B OnboardingCompany accounts with defined contacts and roles are the foundation for buyer-side approval workflows and permission management to work
  • Credit Limit ManagerApproved quotes are validated against the account's credit limit before the buyer checks out
  • Quick OrderBuyers who know exactly what they want can build their quote request quickly using the bulk ordering interface rather than adding items one by one

CARD 11

B2B Address Book

A multi-address management system that lets B2B buyers save, manage, and select multiple shipping addresses tied to their company location — and choose between them directly at checkout without re-entering anything.

$49 /month · $499 /yearProduct page →

Best for

  • Merchants with multi-location wholesale accounts where each branch, warehouse, or delivery point needs its own shipping address on file
  • B2B buyers who currently manage address changes through support tickets, emails, or phone calls to the merchant
  • Merchants whose buyers ship to temporary locations, customer delivery points, or project sites and need flexibility without friction at checkout
  • Any merchant running into Shopify's hard limit of one shipping address per company location

The gap — Shopify's native B2B

Shopify allows only one shipping address per company location. Even when the "Allow one-time address" setting is enabled, a buyer can enter a temporary address at checkout but cannot save it, label it, or reuse it. For wholesale buyers shipping regularly to multiple warehouses, branches, or delivery points, this means re-entering addresses on every order — or contacting the merchant to do it for them. There is no self-serve address management in Shopify's native B2B, and no way for a buyer to maintain their own address book tied to their company location.

What Extend does

  • Buyers manage an unlimited list of saved shipping addresses tied to their company location — not their personal account
  • Default address auto-populates at checkout; a dropdown lets the buyer switch to any saved address without leaving the checkout flow
  • Full address management from the customer account: add, edit, delete, set default, and convert unsaved addresses into saved ones
  • Merchant has full visibility into all saved addresses across company locations from the admin
At checkout
  • Default address auto-populates; a dropdown lets the buyer switch to any saved address without leaving the checkout flow
  • Shopify recalculates shipping rates automatically when a different address is selected
  • New addresses entered at checkout are captured as unsaved and surface in the buyer's account for them to promote to their main list later — they do not clutter the saved address list
In the customer account
  • Add, edit, delete, and set a default address — all self-serve, no merchant involvement
  • Convert unsaved one-time addresses into saved, reusable ones
  • Google autocomplete integrated into the address form for fast, accurate entry
Merchant controls
  • Respects Shopify's native "Allow one-time address" flag per company location — if that flag is off, the app enforces the restriction; buyers cannot add or edit addresses
  • Full visibility into all saved addresses across company locations from the admin

In play — discovery questions

  • Do any of your wholesale accounts ship to more than one warehouse, branch, or delivery location?
  • How does a buyer currently specify a different shipping address — do they contact you, or re-enter it manually every time?
  • Are you receiving support tickets or emails from buyers asking to update or add a shipping address?
  • Do any of your buyers ship to temporary locations like construction sites or project addresses that change order to order?
  • Is address friction at checkout slowing down repeat orders from your larger accounts?

Pairs with

  • B2B OnboardingCompany and location structure is already in place when the address book is installed — buyers can start adding addresses from day one without any additional setup
  • Shared CartsBuyers across different locations contributing to a shared cart can each have their own address on file, avoiding the back-and-forth of coordinating a single shipping destination

CLOSING

Quick reference.

When you hear it on the call, this is where to go.

When the customer says…Reach forCard
“Onboarding takes days, applications stuck in inboxes”B2B Onboarding01
“A Net 30 buyer can over-order until they're a collections problem”Credit Limit Manager02
“Wholesale walks into the store but POS has no concept of B2B”POS for B2B03
“Multi-location buyers email spreadsheets to coordinate orders”Shared Carts04
“Top accounts get exception treatment that lives only in inboxes”Trade Terms05
“Complex products need configuration native variants can't handle”Product Configurator06
“Buyers gather items over weeks; need internal sign-off before ordering”Projects & Quotes07
“Repeat buyers ordering 40 SKUs would rather just call”Quick Order08
“The full configure-approve-quote-order motion lives in a dozen tools”CPQ Bundle09
“Reps build quotes in email; negotiated prices live nowhere permanent”Quotes10
“Buyers ship to multiple warehouses but re-enter the address every order”B2B Address Book11

CONSULTATION

Working an account that fits one of these?

Book a demo and we will scope it with you — the same call your buyer would get.

Book a Demo