Quick facts
- Price
- $249.00 USD
- shopify versions
- —
- Setup time
- 20 min
- License
- One-time perpetual
- Languages
- 11 languages
One-time Purchase
B2B Quote & Approval Workflow
A custom-built Shopify app that adds request-a-quote, quick order, and multi-step buyer approval flows for wholesale customers. Built, installed, and supported by ECOSIRE — not an instant App Store download.
$249.00USD
No payment now. This sends a quote request to our team — we'll follow up by email with pricing and next steps.
Key Features
Storefront request-for-quote on product and cart pages, gated to tagged or logged-in B2B customers
Quote negotiation with per-line-item price overrides, quantity breaks, expiry dates, and internal notes
Convert-to-order via Shopify draft orders that carry agreed pricing, discounts, and terms into a real order
Quick order form supporting SKU lookup and CSV/paste bulk entry for fast wholesale carts
One-click reorder from any past order or saved quote
B2B account registration form with configurable required fields and document upload
Multi-step approval workflow with reviewer roles, approve/reject/request-info states, and email notifications
Automatic customer tagging on approval to drive Shopify B2B catalogs, price lists, and customer segments
Net-terms and payment-method control (e.g. invoice/net-30) gated to approved companies via company-location settings
Admin queue inside Shopify Admin for pending quotes and pending approvals, with audit trail
Webhook-driven sync so quote status, order creation, and customer tag changes stay consistent
Customer metafields storing credit limit, terms, assigned rep, and approval status
Email notifications to buyers and your sales team at each quote and approval step
Theme-matched storefront UI built to your existing Shopify theme and brand
About this Product
B2B Quote & Approval Workflow brings negotiated-price selling into Shopify the way wholesale actually works. Buyers request a quote from the storefront, you counter, and the accepted quote converts straight into a Shopify order — no spreadsheets, no email ping-pong.
Why Choose B2B Quote & Approval Workflow
Storefront request-for-quote on product and cart pages, gated to tagged or logged-in B2B customers
Quote negotiation with per-line-item price overrides, quantity breaks, expiry dates, and internal notes
Convert-to-order via Shopify draft orders that carry agreed pricing, discounts, and terms into a real order
Quick order form supporting SKU lookup and CSV/paste bulk entry for fast wholesale carts
One-click reorder from any past order or saved quote
B2B account registration form with configurable required fields and document upload
This is a build-to-order app, not a one-click App Store install. ECOSIRE builds it against your store, your theme, and your B2B catalog, then installs and supports it. We use the Shopify Admin GraphQL API, draft orders, company and company-location B2B objects, customer metafields, and webhooks so quotes, approvals, and net-terms state live inside Shopify — not a disconnected third-party silo.
What it does
- Request-for-quote blocks on product and cart pages, gated to tagged or logged-in B2B customers.
- Quote negotiation — line-item price overrides, expiry dates, internal notes — then convert-to-order via a draft order that carries agreed pricing and terms.
- Quick order form with SKU/CSV entry and one-click reorder from past orders, built for buyers who know exactly what they want.
- B2B registration with a multi-step approval workflow — applicant submits, your team reviews, the account is approved and tagged for the right price list and net-terms payment method.
- Customer tagging and net-terms control so credit limits and payment terms are enforced at checkout.
Because it is built natively on Shopify primitives, your data, reporting, and checkout stay in one system. We scope your exact rules first (who can quote, who approves, what terms apply), so the workflow matches your sales process instead of forcing your process to match an app.
What you get
- A custom Shopify app installed on your store via OAuth, scoped to only the access it needs
- Storefront request-a-quote and quick-order UI integrated into your live theme
- Configured multi-step approval workflow matching your roles and rules
- Customer tagging, price-list, and net-terms wiring against your B2B catalog
- Admin queues for quotes and account approvals inside Shopify Admin
- Webhook and metafield setup for quote, order, and customer synchronization
- Configuration handover document plus a short admin training session
- A defined support and updates window after go-live
Who this is for
Wholesale Operations Manager
Runs day-to-day order processing for a distributor and needs negotiated quotes, quick reorders, and net-terms enforced inside Shopify instead of across email and spreadsheets.
B2B Sales Lead
Owns the buyer relationships and wants line-item quote control, expiry dates, and a clean convert-to-order path so agreed pricing flows straight into Shopify orders.
Finance / Credit Controller
Approves new trade accounts, sets credit limits and payment terms, and needs an auditable approval workflow tied to customer tags and net-terms before any invoice ships.
Installation overview
Download from ECOSIRE
Buy the license on ecosire.com and download the B2B Quote & Approval Workflow module ZIP from your account dashboard.
Upload to Odoo
Extract the ZIP into your Odoo custom addons folder on the server (or upload via Apps > Install from file on Odoo.sh / runbot).
Install the module
Activate Developer Mode, open Apps, click Update Apps List, search for B2B Quote & Approval Workflow, and press Install.
Configure settings
Open the new menu, paste your ECOSIRE license key, connect any external credentials (Shopify, Amazon, Stripe, etc.), and save.
Verify & go live
Run the built-in connection test, sync your first 10 records, and schedule the recurring cron. Contact support if anything fails.
How B2B Quote & Approval Workflow Compares
| Criterion | ECOSIRE | Custom Build | Competitor | Odoo Native |
|---|---|---|---|---|
| Storefront request-for-quote with line-item negotiation | ||||
| Multi-step B2B account approval workflow with reviewer roles | ||||
| Convert accepted quote to a real Shopify order (draft orders) | ||||
| Quick order form and one-click reorder | ||||
| Net-terms and credit-limit control via tags and metafields | ||||
| Built to your exact rules and theme (not a fixed feature set) | ||||
| Instant self-serve install with no build time | ||||
| Fixed one-time price with no monthly app subscription |
Frequently Asked Questions about B2B Quote & Approval Workflow
+How long does it take to receive the app after I buy?
This is a build-to-order app, so it is not an instant download. After purchase we run a short scoping call to confirm your quote rules, approval steps, and net-terms, then build and install on your store. Typical delivery is about 2 to 4 weeks depending on how custom your B2B catalog and approval logic are. We confirm a firm timeline in writing before work starts.
+Is this an App Store app I install myself?
No. ECOSIRE builds, installs, and configures it for you. We install the custom app on your store via Shopify OAuth with only the scopes it needs, integrate the storefront UI into your live theme, and wire up tagging, price lists, and net-terms. You do not assemble anything yourself.
+What ongoing support and updates do I get?
Every build includes a post-launch support window for bug fixes and configuration help, and we update the app for relevant Shopify Admin API and webhook changes during that window. After it ends you can continue on a support plan, or request changes and new features as scoped add-on work.
+Does it work with Shopify's native B2B (companies and price lists)?
Yes. It is built on Shopify's B2B primitives where they fit — company and company-location objects, customer-specific catalogs, and price lists — and fills the gaps Shopify does not cover natively, like storefront request-for-quote, line-item quote negotiation, and a true multi-step account approval workflow.
+Can it enforce net-terms and credit limits at checkout?
Yes. On approval, accounts are tagged and their company-location is configured for the right payment terms (for example invoice / net-30). Credit limit and terms are stored in customer metafields and used to gate which payment methods appear, so only approved buyers see net-terms checkout.
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30-Day Money Back
Lifetime Updates
LGPL-3.0 License
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Request a quote
B2B Quote & Approval Workflow
A custom-built Shopify app that adds request-a-quote, quick order, and multi-step buyer approval flows for wholesale customers. Built, installed, and supported by ECOSIRE — not an instant App Store download.
- Storefront request-for-quote on product and cart pages, gated to tagged or logged-in B2B customers
- Quote negotiation with per-line-item price overrides, quantity breaks, expiry dates, and internal notes
- Convert-to-order via Shopify draft orders that carry agreed pricing, discounts, and terms into a real order
- Quick order form supporting SKU lookup and CSV/paste bulk entry for fast wholesale carts