Intake B2B: Wholesale Approval

Wholesale Workflow automation$39/month. Free trial available.Listed May 2026

Approve wholesalers into native B2B Companies. Customize forms, prevent duplicates, track documents. Wholesale buyer onboarding often relies on email chains, ad-hoc forms, and manual data entry — leading to duplicate company records and lost documents. Intake B2B replaces that with a customizable public application form, a review queue with document expiration tracking, and one-click approval into native Shopify B2B Companies. The match panel surfaces existing Companies before creating new records. Each approval creates the Company with contact, location, tags, and a full audit history.

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What it actually does

Approve wholesalers into native B2B CompaniesCustomize formsPrevent duplicate company recordsTrack documentsCustomizable public application formReview queue with document expiration trackingOne-click approval into native Shopify B2B CompaniesMatch panel surfaces existing Companies