Shopify B2B - Companies, Locations & Payment Terms
Quoting for Shopify B2B - Companies, Locations, and Payment Terms
QuotWay works with Shopify’s own B2B model - Companies, Locations, and Contacts - and applies payment terms when an accepted quote becomes a Shopify draft order. It detects whether your store has B2B enabled and adapts per quote, so you can also quote non-Plus wholesale buyers on the same store.
Built for Shopify’s own B2B model - not a parallel system
QuotWay quotes against Shopify’s native B2B structure - Companies, Locations, and Contacts - instead of inventing a separate customer model. When a buyer arrives with a Company context, QuotWay reads it from Shopify, ties the quote to the right Company and Location, and writes the accepted quote back as a real Shopify draft order.
- One model, no duplication - the quote references your Shopify Company and Location, not a copy
- The accepted quote becomes a native Shopify draft order, so invoicing and fulfillment stay in Shopify
- An append-only event log records every B2B quote from request to order - useful for approvals and audits
Enterprise · B2B-capable store
Works with Companies, Locations, and Contacts
When your store has B2B enabled and a buyer is shopping as a Company contact, QuotWay quotes in its company-aware mode. The quote attaches to the buyer’s Company and Location, so the right pricing, contacts, and terms travel with it. Company-aware quoting is on the Enterprise plan and requires a B2B-capable store.
- Quotes tie to the buyer’s Shopify Company and Company Location, captured from the signed B2B context
- Company contacts can request, negotiate, and accept - and route through their organization’s approval chain
- Start a company quote from your admin too - a rep can create a quote for a Company, Location, and contact directly in the Shopify admin, not only from a buyer’s storefront request
- Buyer-organization approval workflows (Professional+) and advanced routing (Enterprise) govern who signs off
- Tax-exempt and location-specific handling follow the Company Location, not a separate QuotWay setting
Enterprise + B2B-capable store
Payment terms applied on conversion
When you convert an accepted company-aware quote into a Shopify draft order, QuotWay applies the buyer’s Shopify payment terms - so Net 30, Net 60, or due-on-receipt carries through to the order the buyer pays against. QuotWay reads and applies Shopify’s payment terms; it isn’t a standalone net-terms or credit product.
- Net terms (Net 30, Net 60, custom) and due-on-receipt flow onto the draft order at conversion
- Negotiated line prices are locked in at conversion; drift detection re-checks tax and shipping first
- Payment-terms support is capability-based - it needs a store with B2B enabled, on the Enterprise plan
- The buyer pays in Shopify; you keep one record from quote to paid order
- On Shopify Plus stores, pair payment terms with a deposit - part-payment collected at checkout, balance on the terms (“50% down, balance Net 30”) (Professional+)
Show quoting to the right companies and locations
Targeting rules decide which buyers see quoting and hidden prices. For native B2B, you can target by Company and Company Location so a specific organization - or one of its locations - sees “Request a quote” instead of “Add to cart.”
- Company / Company Location targeting - Professional+
- Customer-segment targeting (Shopify segments) - Starter+
- Customer, customer tag, logged-in / guest targeting - all plans, including the free Lite plan
- Hide price and swap “Add to cart” for “Request a quote” for the buyers you target - Starter+
Detects your store’s B2B capability automatically
QuotWay detects whether your store supports Shopify B2B and adapts per quote - it checks for B2B capability, not for the Shopify Plus plan. Since Shopify’s 2026 rollout extended Companies and payment terms beyond Plus, B2B is available on Basic, Grow, and Advanced stores with B2B enabled - so QuotWay works for B2B on non-Plus stores, not only on Plus.
- If your store has B2B enabled, company-aware quoting and payment terms are available on Enterprise - whether you’re on Plus or a non-Plus plan with B2B turned on
- If your store doesn’t run native B2B, QuotWay quotes for non-Plus wholesale and DTC, fully supported on every plan: tag- and segment-based targeting, hide price (Starter+), guest quoting, and a hosted buyer portal with magic-link access
- A single store can serve both modes at once - quote your Companies and your tag-based wholesale buyers side by side, no separate setup
- Detection is automatic per quote - there’s no “are you on Plus?” toggle to get wrong
Built around your B2B buyers - catalogs, bulk SKU quoting, and company analytics
Company-aware quoting carries the buyer’s whole B2B context into every quote: proposals price from the buyer’s company-location catalog, buyers see their own company details, and your analytics break out company business from wholesale. A company contact can also build a large request from a list of SKUs instead of adding one product at a time.
- Company-location catalog pricing - a company-aware proposal starts from the buyer’s company-location catalog (price list), so you negotiate from the buyer’s own B2B prices, not generic retail prices (Enterprise + a B2B-capable store)
- Off-catalog flags - any line that isn’t on the buyer’s company catalog is flagged in the proposal editor and again at conversion, and is hidden from that buyer’s quote button, so you don’t quote a product the company isn’t entitled to (Enterprise + a B2B-capable store)
- Company context on every buyer surface - in the buyer portal and the Shopify customer account, a B2B buyer sees their company name, their Company Location address, and any Payment Terms on the quote
- Bulk quote requests by SKU - paste a list of SKUs or upload a CSV, in the admin’s Quick add by SKU or in the buyer’s Shopify customer account, to build a quote in one step; duplicate SKUs merge and non-quotable lines are called out before sending (Quick add by SKU is Professional+)
- Per-company analytics - split quote value and volume between B2B (company) and Wholesale/DTC, rank your top companies by quoted value, and filter the dashboard to a single company (Enterprise + a B2B-capable store)
Two ways to quote, one app - pick what your store supports
Most stores can start with non-Plus wholesale and DTC quoting today - even on the free Lite plan - and add native Shopify B2B (Companies and payment terms) when they move to it on the Enterprise plan. QuotWay handles the switch per quote, so you don’t have to migrate anything to grow into Companies and payment terms.
| Capability | Non-Plus wholesale & DTC | Shopify B2B (Companies) |
|---|---|---|
| Requires a B2B-capable store | No | Yes |
| Requires Shopify Plus | No | No ¹ |
| Ties quotes to Companies & Locations | No | Yes (Enterprise) |
| Payment terms applied on conversion | No | Yes (Enterprise) |
| Buyer-organization approval chains | No | Yes (Professional+) ² |
| Tag- / segment-based targeting | Yes ³ | Yes ³ |
| Hide price & “Request a quote” button | Yes (Starter+) | Yes (Starter+) |
| Hosted buyer portal (magic link) | Yes (all plans) | Yes (all plans) |
| Converts to a native Shopify draft order | Yes (all plans) | Yes (all plans) |
| Available on the free Lite plan | Yes ⁴ | No ⁵ |
- ¹ Shopify B2B (Companies, payment terms) is capability-based; since Shopify’s 2026 rollout it extends to Basic, Grow, and Advanced stores with B2B enabled - not just Plus.
- ² Approval workflows (both sides) are Professional+; advanced routing - parallel/conditional steps, timeouts, escalation, delegation - is Enterprise.
- ³ Customer/customer-tag/logged-in/guest targeting is on all plans; customer-segment targeting is Starter+; Company/Company-Location targeting is Professional+.
- ⁴ Lite runs the full quote → negotiate → draft-order loop (10 quotes/mo, 1 seat).
- ⁵ Companies and payment terms are on the Enterprise plan and require a B2B-capable store.
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Questions, answered
Does QuotWay require Shopify Plus for B2B?
No. Shopify B2B - Companies and payment terms - is capability-based, not Plus-exclusive. Since Shopify’s 2026 rollout, B2B extends to Basic, Grow, and Advanced stores with B2B enabled, and QuotWay detects that B2B capability rather than the Plus plan. QuotWay works for B2B on non-Plus stores that have B2B turned on, and it fully supports non-Plus wholesale even when native B2B isn’t enabled.
What does QuotWay do with Shopify Companies and Locations?
QuotWay quotes against your native Shopify Companies, Locations, and Contacts - its company-aware mode. A quote attaches to the buyer’s Company and Company Location, company contacts can request and negotiate, and the accepted quote converts to a real Shopify draft order. Company-aware quoting is on the Enterprise plan and requires a B2B-capable store.
Can I create a B2B company quote from the admin myself?
Yes. On the Enterprise plan with a B2B-capable store, you can create a company-aware quote directly in the QuotWay admin: on Create quote, choose “A B2B company”, then pick the Shopify Company, its Location, and a contact, and add products. The quote is tagged B2B (company) and carries the company, location, and contact through to the draft order - the same as a buyer-initiated company quote. If you add a contact who isn’t in Shopify, QuotWay creates a regular wholesale quote instead and keeps the company name for reference.
Can QuotWay apply payment terms like Net 30 to a B2B order?
Yes. When you convert an accepted company-aware quote, QuotWay applies the buyer’s Shopify payment terms - such as Net 30 or Net 60 - to the resulting Shopify draft order. QuotWay reads and applies Shopify’s payment terms rather than acting as a standalone net-terms or credit product; this is available on the Enterprise plan with a B2B-capable store.
Can I sell wholesale on Shopify without Plus using QuotWay?
Yes. QuotWay supports non-Plus wholesale and DTC on every plan, including the free Lite plan. You can hide prices (Starter+), target wholesale buyers by customer, tag, or segment, let guests request quotes, and give buyers a hosted portal - no Shopify Plus and no native B2B required.
Quote your B2B buyers where Shopify already runs them
Add QuotWay for free, quote your tag-based wholesale buyers today, and grow into Companies, Locations, and Payment Terms when you move to native Shopify B2B - all on the same store, no migration.
Free Lite plan · 14-day trial on paid plans · Works with Shopify Plus