Built for Shopify B2B · works on Basic, Grow, Advanced & Plus
Shopify gave every store B2B.
It forgot the front door.
Since Shopify opened wholesale to every plan, buyers still can’t apply for a B2B account — and merchants hand-build every company in the admin. ApprovePilot is the missing piece: an application form on your storefront, a vetting workspace in your admin, and a one-click approval that sets the company up properly.
Sound familiar?
Buyers can’t apply
There’s no native “register for wholesale” on any Shopify plan. Serious buyers email you, fill a generic contact form — or quietly move on to a competitor who answers faster.
Companies built by hand
Every approval means creating the company, contact, location, payment terms and tax settings manually in the admin. Some merchants do this ten to twenty times a day.
Vetting is guesswork
Tax IDs unchecked, resale certificates lost in inboxes, duplicates slipping through — and unvetted buyers getting wholesale prices they were never approved for.
Apply → vet → approve. That’s the whole product.
- 1
Collect applications on your storefront
A clean hosted form at
yourstore.com/apps/apply— business details, tax/VAT IDs, up to three resale or tax-exempt certificates with expiry dates, optional trade references. No theme code injected, works with any theme, works logged-out. - 2
Vet with real signals, not gut feel
Every application arrives in a review queue with an advisory EU VAT (VIES) check, official registry links for US states and GB/CA/AU/NZ, duplicate detection against your existing companies, customers and past applications, notes, and a full audit trail. Ask for more info without losing the thread.
- 3
Approve once — everything gets set up
A dry-run preview shows exactly what will be created. Confirm, and the B2B company, contact, location, payment terms and tax-exempt status appear in your Shopify admin, and the buyer gets a welcome email with their login link. Safe to retry, never duplicated.
The details that make it trustworthy
Certificate vault
Private storage for resale and tax-exempt certificates, signed view links, expiry tracking, and automatic reminder emails before and after a certificate lapses.
Emails that close the loop
Applicants get received / approved / rejected / more-info emails; you get a new-application alert. Nothing ever sends twice — enforced by the database, not by hope.
Native B2B, respected
Works with Shopify’s company and catalog model on every plan, including non-Plus catalog limits. No parallel accounts, no lock-in — your data lives in Shopify.
Minimal permissions
Companies, customers and payment-terms templates — that’s it. No order access, no theme edits, no checkout surgery.
Privacy-grade by default
GDPR data-request and erasure webhooks handled automatically — including deleting certificate files, not just database rows.
An audit trail for every decision
Submissions, checks, notes, emails, approvals — one timeline per application, so you can always answer “why did we approve this buyer?”
Simple pricing, billed through Shopify
Free
$0/month
- Every feature, including one-click provisioning
- 5 applications per month
- “Powered by ApprovePilot” on the form
Growth
$19/month
- Everything in the Free plan
- Unlimited applications — no monthly cap
- Branding removed from the form
Pro
$49/month
- Everything in Growth
- Certificate-expiry reminder emails
- Trade-reference collection
The form never closes on any plan — applications keep arriving even past the Free cap; only decisions wait for an upgrade. No trials needed: Free is the trial.
Questions merchants actually ask
- Does it work without Shopify Plus?
- Yes. ApprovePilot is built for Shopify’s B2B-for-All era: Basic, Grow, Advanced and Plus all work. The approval flow respects non-Plus limits (like the 3-catalog cap) instead of pretending they don’t exist.
- What exactly happens when I click Approve?
- You see a dry-run preview first. On confirm, ApprovePilot creates the B2B company, contact and location in your Shopify admin, applies the payment terms you chose and the tax-exempt setting, and emails the buyer a welcome with their login link. Every write is idempotent — clicking twice can never create two companies.
- Where are resale certificates stored?
- In private app storage — never in a public bucket, never in Shopify Files. Viewing runs through short-lived signed links, files are deleted when a GDPR erasure request arrives or when you uninstall, and expiry dates drive automatic reminder emails on the Pro plan.
- Does it touch my theme or my orders?
- No theme code is ever injected — the application form is a hosted page under your own domain (yourstore.com/apps/apply). And ApprovePilot requests no order permissions at all: companies, customers and payment-terms templates only.
- When can I install it?
- ApprovePilot is being submitted to the Shopify App Store. Email support@approvepilot.app and we’ll tell you the moment it’s live.