Quotes & B2B

How to Run Shopify B2B Wholesale Without Shopify Plus

November 6, 2026 · Wholesale, Quoting, B2B

You are on a standard Shopify plan: Since it operates cleanly via theme app embeds and standard draft orders, it provides a premium wholesale portal experience without needing Shopify Plus.

That Souvely Quotes & B2B path still holds. Since April 2026, Shopify has also expanded native B2B to Basic, Grow, Advanced, and Plus—companies, company locations, catalogs, quantity rules, and net payment terms among them. Shopify B2B is not available on the Starter or Retail plans. Plan limits still matter, especially for direct company catalogs and advanced deposit or partial-payment tools.

So “wholesale without Plus” now has two accurate answers:

Native Shopify B2B on Basic, Grow, or Advanced for company accounts and catalog pricing.
Souvely Quotes & B2B when buyers need a request-for-quote, merchant review, optional negotiation, quote acceptance, and draft-order conversion.

Souvely complements native Shopify B2B. It does not replace companies, catalogs, or Shopify Checkout.

Native Shopify B2B on Basic, Grow, and Advanced

According to Shopify’s B2B plan features and the April 2026 B2B-for-all announcement, non-Plus plans can use foundational B2B tools, including:

Companies and company locations
B2B catalogs with tailored pricing (with plan limits)
Quantity rules and quantity price breaks
Net payment terms, payment reminders, vaulted cards, and ACH where available
Draft-order invoicing and related B2B checkout tools Shopify documents for those plans

Important plan differences remain:

Capability	Basic / Grow / Advanced	Shopify Plus
Companies and company locations	Yes	Yes
Active catalog assignments to active B2B markets	Up to 3	Unlimited
Direct company or location catalog assignment	No	Yes
Net payment terms	Yes	Yes
Deposit requirements, partial payments, payment requests per fulfillment	No	Yes
Contextual checkout and storefront via Markets	Advanced: yes; Basic and Grow: no	Yes

In short: Plus is not required to start native B2B. Plus is still the plan for unlimited / direct company catalogs and advanced deposit or partial-payment workflows.

When a request-for-quote workflow still matters

Native B2B is strong when approved companies can browse their catalog and place orders with the right prices and terms. Merchants still run into deals that do not fit a fixed catalog price:

One-off or project pricing
Bundle or mixed-SKU quotes that need a human pass
Custom products or configuration notes before total is final
Buyer-proposed counters that sales must accept or reject
A documented quote PDF and accept step before checkout

Souvely is built for that quote lifecycle. Buyers request pricing from the storefront. Merchants revise, send, and manage the quote. Buyers review it in a quote-scoped portal. On Unlimited (and during complimentary full access), they can counteroffer. When the quote is accepted, the merchant converts it to a Shopify draft order, and payment stays in Shopify Checkout. Creating the draft order is not itself a payment.

Compare three wholesale setups

Only verified capabilities are listed. Not every merchant needs all three.

Need	Native Shopify B2B on Basic / Grow / Advanced	Standard Shopify + Souvely Quotes & B2B	Shopify Plus
Company accounts and locations	Yes	Use Shopify companies when you need them; Souvely does not replace them	Yes
Catalog pricing for B2B buyers	Yes, with market-catalog assignment limits	Complement with quote requests when price is not fixed	Unlimited catalogs; direct company catalogs
Buyer self-serve reorder at set prices	Native B2B strength	Better when the deal starts as a quote	Native B2B at full feature set
Request a Quote on the storefront	Not Souvely’s RFQ cart	Theme app embed and optional product block → quote cart	Can still add RFQ if deals need it
Merchant quote revise / PDF / accept portal	Not Souvely’s quote workspace	Yes	Can still use Souvely alongside Plus
Negotiation and counteroffers	Not Souvely’s portal counters	Unlimited / complimentary full access	Plus-native pricing tools plus optional Souvely negotiation
Deposit / partial payment collection	Net terms available; advanced deposits and partial payments are Plus-only	Souvely can record deposit or net terms on Unlimited quotes; collection still follows Shopify after draft conversion	Advanced deposit and partial-payment features
Payment processor	Shopify Checkout / invoices	Shopify Checkout after draft-order conversion	Shopify Checkout / invoices

Souvely is optional. If every wholesale buyer can log into a company account, see the right catalog, and check out, native B2B may be enough. Add Quotes & B2B when you need structured quote requests, review, negotiation, and accept-before-pay.

What Souvely Quotes & B2B actually does

Verified from the current Quotes product and FAQ:

Storefront request — Shoppers add eligible products to a multi-product quote cart from the theme app embed or product block, then submit the request form.
Eligibility rules — Control which products or collections can be quoted. Rules can also match customer, customer tag, product tag, vendor, quantity, or quote value, and can set a minimum quantity. Rules with up to two conditions are basic (Starter). More than two conditions, hide-price actions, negotiation, and payment-term rules are advanced (Unlimited / complimentary full access).
Request fields — Name and email are required. Company, phone, purchase order, tax ID, and notes can be optional or required. Custom fields, shipping/billing addresses, and file attachments are available as configured.
Merchant quote management — Review the request, revise lines and pricing, save versions, send a branded PDF, and email the buyer.
Customer portal — Buyers open a quote-scoped link to view the quote and respond without entering Shopify admin.
Negotiation — Counteroffers are included during the 30-day complimentary full-access window and on Unlimited afterward. A counteroffer is a proposed total; accepting it does not take payment.
Draft-order handoff — Convert an accepted quote into a Shopify draft order. Payment stays in Shopify Checkout.
Price hiding — Hide displayed price and/or replace Add to Cart for matching buyers on Unlimited / complimentary access. See how to hide wholesale prices on Shopify.
Deposits and payment terms on the quote — Unlimited / complimentary access can record full payment, percentage or fixed deposit, net terms, or custom terms on the quote. That is commercial language on the quote, not an automatic partial Shopify charge. Details: B2B deposits and payment terms.

Starter covers the quote cart, basic eligibility, custom fields, PDFs, portal, emails, and draft-order conversion. Unlimited adds negotiation, advanced rules, multilingual experience, deposits and payment terms on the quote, and advanced analytics. Staff permissions, discount approval rules, and integrations / API are coming soon · Winter 2026–27. New installs get 30 days of complimentary full access to unlocked features; choosing Starter or Unlimited ends that complimentary window. Paid plans do not add a second Shopify Billing trial on top.

How to combine native B2B with a quote desk

Confirm your Shopify plan supports B2B (Basic, Grow, Advanced, or Plus). Set up companies and catalogs where fixed wholesale pricing already works.
Install Souvely Quotes & B2B when buyers still need custom quotes.
Enable the Souvely Quote theme app embed, and add a product block if placement must be exact. Setup guide: add a Request a Quote button on Shopify.
Write eligibility rules for products that should be quoted instead of — or in addition to — catalog checkout.
Require company, PO, or tax ID when your desk needs complete intake.
Operate quotes in admin: review → revise → send → optional negotiate on Unlimited → convert accepted quotes to draft orders.
Collect payment in Shopify after conversion. Do not treat draft creation as paid.

Broader desk checklist: set up wholesale ordering on Shopify. For response-time habits: reply faster to Shopify wholesale quotes.

When Shopify Plus is still the better fit

Evaluate Plus when you need:

Unlimited active catalog assignments across B2B markets
Catalogs assigned directly to specific companies or company locations
Native deposit requirements, partial payments, or payment requests per fulfillment
Other Plus-scale platform needs beyond what a quote app provides

Souvely can still sit beside Plus for RFQ and negotiation. It does not unlock Plus-only Shopify payment features by itself.

Hypothetical example

Example (illustrative): A specialty foods brand on Shopify Grow sells DTC online and wholesale to cafés. Native B2B covers approved companies and catalog pricing for standard case packs. For custom event trays and mixed SKUs, cafés submit a Souvely quote request. Sales revises the quote, the buyer accepts in the portal, and ops converts the quote to a draft order for Shopify Checkout. The brand does not move to Plus only to open that quote path.

Common mistakes

Mistake	Fix
Assuming native B2B still requires Plus	Basic, Grow, Advanced, and Plus support Shopify B2B; Starter and Retail do not
Expecting Souvely to replace companies and catalogs	Use native B2B for accounts and catalogs; use Souvely for RFQ and quote management
Leaving the quote app embed off	Quoting will not appear on the storefront
Treating draft conversion as paid	The buyer still pays the Shopify invoice or checkout
Confusing quote payment terms with Plus deposits	Souvely can record terms on Unlimited quotes; advanced Shopify deposit and partial-payment tools remain Plus-only