B2B Wishlist Project Planner
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B2B wishlist & project planner. Customers build project lists, request quotes, and buy in one cart.
A wishlist and project planner for large, complex purchases. Customers create multiple wishlists, organize products into groups, set quantities, and convert lists to carts or quotes. Lists follow native Shopify B2B: each buyer sees their catalog prices and quantity rules. Merchants view every customer wishlist in the app admin, export PDF quotes and convert wishlists to draft order invoices. Ideal for home decor, interior design, furniture, construction, event planning, and B2B wholesale.
- Export wishlists as PDF quotes & estimates for large or complex orders
- Convert customer wishlists to draft order invoices for sales-assisted orders
- Organize wishlists with subgroups, filters & per-product quantities
- Follows native Shopify B2B catalog prices, quantity rules & company locations
- Share wishlists by link & manage every customer wishlist from the admin
Languages
English
Works with
- Shopify Admin
- Customer accounts
- GOAT B2B Wholesale Pricing
- GOAT Draft Order Invoices
- Klaviyo
Categories
List management
Customization
Order processing
Inventory management
Accounting and finance
Pricing
Choose the plan that best fits your business.
Free
Free
Features
- Native B2B prices and quantity rules
- Up to 50 wishlists across your store
- Subgroups by room, phase or area
- Quantities and Add All to Cart
- Share wishlists by link or email
- Custom colors and terminology
- View every customer wishlist in admin
- Klaviyo sync
Project planner
$29 / month
Features
- Everything in Free, plus:
- Unlimited wishlists and projects
- Branded PDF quotes and estimates
- Customers download PDFs of their lists
- Quote-only products, with ERP sync
- Turn wishlists into draft orders
- Analytics: trends, top products, revenue
14-day free trial
All charges are billed in USD. Recurring and usage-based charges are billed every 30 days. See all pricing options
Reviews (1)
- 100% of ratings are 5 stars
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0% of ratings are 4 stars
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0% of ratings are 3 stars
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0% of ratings are 2 stars
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0% of ratings are 1 stars
The Wishlist & B2B Project Planner app is straightforward to use and has greatly streamlined our work. Additionally, the support team is extremely responsive - special thanks to Daniel, who always replies quickly and is ready to make the requested customizations. Our communication was smooth and productive, and the team was dedicated to providing top-notch service. I highly recommend this app to anyone looking for a professional and adaptable solution!
Support
App support provided by Conspire.
Resources
Launched
May 29, 2024
Data access
This app needs access to the following data to work on your store. Learn why in the developer's privacy policy .
View customer data:
Sensitive data, device and activity data
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Sensitive data
Name, email address
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Device and activity data
Geolocation, IP address, browser and operating system
View staff and contributor data:
Store owner
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Store owner
Name, email address, phone number, physical address
View and edit store data:
Customers, products, orders, Online Store, Shopify admin, other data
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Edit customers
Customer data
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Edit products
Products, collections
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Edit orders
Draft orders, all order history for the last 60 days
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Edit Online Store
Theme
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Edit Shopify admin
Files
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View other data
Publications of products on sales channels
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