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Intake B2B: Wholesale Approval
Approve wholesale buyers and match existing B2B Companies
by Intake Labs · Launched: May 2026
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About Intake B2B: Wholesale Approval
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.
Last verified: September 5, 2026 · Fresh
App details
- Developer
- Intake Labs
- Category
- Store management
- Pricing
- Paid
- Launched
- May 2026
- Rating
- 0.0 on Shopify
Key features
- Match new buyers to existing Companies
- Customizable form with document uploads
- Approve into native B2B Companies
- Track resale certificate expirations
- Full audit trail on every application
Shopify Admin
1 plan · 14-day free trial
Standard
$39/month
Plans and prices as listed on the Shopify App Store.
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