イメージプレビュー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.
B2B Quote & Approval Workflowとは？
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. Built to order by ECOSIRE for Shopify (build-to-order) — indicative price from $999.00 USD; request a quote for a scoped proposal.
主な機能
受注生産、すべておまかせ
自分での設定は不要 — ECOSIRE が構築・インストール・サポートする実働アプリです。
- 1
ご注文
一回限りの構築料金から始めます。キックオフで一緒に範囲を決めます。
- 2
構築とインストール
ECOSIRE がお客様の Shopify 上で構築・設定・インストールします。
- 3
本番稼働 + サポート
約1週間（営業日ベース）で稼働し、本番稼働後2週間のサポートが付きます。納品したコードの不具合は無償で修正します。
この製品について
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.
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.
得られるもの
- 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
これは誰のためのものですか
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.
B2B Quote & Approval Workflow の比較方法
| 基準 | エコシエール | カスタムビルド | 競合他社 | Shopify 標準機能 |
|---|---|---|---|---|
| Storefront request-for-quote with line-item negotiation | 付属 | 付属 | 部分的なサポート | 含まれていない |
| Multi-step B2B account approval workflow with reviewer roles | 付属 | 付属 | 部分的なサポート | 含まれていない |
| Convert accepted quote to a real Shopify order (draft orders) | 付属 | 付属 | 付属 | 部分的なサポート |
| Quick order form and one-click reorder | 付属 | 付属 | 付属 | 部分的なサポート |
| Net-terms and credit-limit control via tags and metafields | 付属 | 付属 | 部分的なサポート | 部分的なサポート |
| Built to your exact rules and theme (not a fixed feature set) | 付属 | 付属 | 含まれていない | 含まれていない |
| Instant self-serve install with no build time | 含まれていない | 含まれていない | 付属 | 付属 |
| Fixed one-time price with no monthly app subscription | 付属 | 部分的なサポート | 含まれていない | 部分的なサポート |
B2B Quote & Approval Workflow に関するよくある質問
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 one working week 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.
関連モジュール
Authorize.Net Gateway Connector
A custom-built Shopify integration that lets US merchants charge cards through their existing Authorize.Net merchant account, with vaulting, AVS/CVV checks, partial captures, and recurring billing. Built, installed, and supported by ECOSIRE.
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