Sales Rep Portal for Shopify B2B
B2B Rep Portal & Quotes gives your sales reps a branded portal to manage wholesale accounts, quote with the right pricing, and turn accepted quotes into Shopify draft orders.
B2B Rep Portal & Quotes
- Branded rep portalAll plans
- Company & rep managementAll plans
- Catalogue & orderingAll plans
- Quotes & PDF downloadsAll plans
- Analytics & commissionsAll plans
Every plan has every feature; plans differ by number of reps. Free plan for one rep.
The Problem
Rep Orders in Phone Calls and Spreadsheets
Field and inside sales reps often take wholesale orders by phone, email, and spreadsheet, quote prices from memory, and pass orders to someone else to enter. Nobody can easily see which rep sold what. B2B Rep Portal & Quotes gives each rep a portal for their accounts, pricing, quotes, and orders, connected to Shopify.
Get Setup HelpReps manage their own accounts
Assign companies to reps, so each rep works with their own customers.
The right price every time
Company-wide and product-specific pricing rules apply automatically.
See who sold what
Analytics and commission tracking for every rep.
Features
Everything Your Sales Reps Need
Built for brands and wholesalers that sell through sales reps and agents.
Branded Rep Portal
A portal in your brand where reps manage companies, build quotes, and place orders.
- Branded portal
- Rep access
- Company management
Company & Rep Management
Assign wholesale companies to sales reps and manage your whole rep team in one place.
- Assign companies to reps
- Rep management
- Wholesale accounts
Custom & Volume Pricing
Set pricing by company or by product, with customer groups and discount codes.
- Company-wide pricing rules
- Product-specific pricing
- Volume pricing
Catalogue & Ordering
Reps browse the catalogue at wholesale prices and order on behalf of their customers.
- Wholesale catalogue
- Order form
- Manual & bulk orders
Quotes to Draft Orders
Reps build quotes, download them as PDFs, and accepted quotes become Shopify draft orders automatically.
- Quote management
- Print & download PDF
- Automatic draft orders
Analytics & Commissions
Track each rep's sales and commissions, so performance and payouts are clear.
- Rep performance
- Commission tracking
- Sales analytics
How It Works
Up and Running in Three Steps
Set up your reps and pricing once, then let them sell.
- 1
Add reps and companies
Install the app, add your sales reps, and assign each one the wholesale companies they manage.
- 2
Set your pricing rules
Create company-wide and product-specific pricing, so every quote uses the right price.
- 3
Reps quote and sell
Reps build quotes in their portal; accepted quotes become draft orders, and sales and commissions are tracked.
Pricing
Start Free, Upgrade When You Need To
Billed by Shopify in USD every 30 days.
Free
Free
1 sales rep
- Rep portal & access
- Catalogue & ordering
- Quote management & PDFs
- Analytics & commissions
- Company & rep management
Starter
$29/month
Up to 5 reps · 7-day free trial
- Every feature included
- Up to 5 sales reps
Growth
$79/month
Up to 15 reps · 7-day free trial
- Every feature included
- Up to 15 sales reps
Business
$149/month
Unlimited reps · 7-day free trial
- Every feature included
- Unlimited sales reps
Prices from the Shopify App Store listing, checked 26 Oct 2026.
Works Well With
Pair It With Our Other B2B Apps
B2B Rep Portal is one of five MageBytes apps built to work together for B2B on Shopify.
Smart Quote & RFQ Manager
Collect quote requests on your storefront, negotiate by email or WhatsApp, and turn accepted quotes into draft orders.
View appB2B Buyer Onboarding & Credit
Onboard wholesale buyers with custom registration forms, tax ID verification, auto-approvals, credit limits, and payment terms.
View appBulk Order & CSV Quick-Order
Let B2B buyers build large carts in seconds by uploading a CSV or pasting SKUs — no more manual order entry.
View appCustom Shopify Development
Need something no app does? Our Shopify team builds custom apps, integrations, and stores.
Shopify development servicesNeed help setting up B2B Rep Portal & Quotes?
Our Shopify team can configure the app for you, match it to your theme, or build the custom features you need around it.
Got Questions?
B2B Rep Portal FAQs
Reps, pricing, and plans — answered.
It's a separate, branded workspace where your sales reps manage the wholesale companies assigned to them, browse your catalogue at their customers' prices, build quotes, and place orders on their behalf.
Yes. Reps can order from the catalogue on behalf of a customer, and accepted quotes are turned into Shopify draft orders automatically.
Yes. You can create company-wide pricing rules and product-specific pricing, and use customer groups, volume pricing, and discount codes.
Yes. Analytics and commission tracking are included on every plan, so you can see each rep's sales and commissions.
Smart Quote lets customers request quotes from your storefront. B2B Rep Portal is for your sales team to quote and order on customers' behalf. Many B2B stores use both.
It's free for one sales rep. Paid plans are $29/month for up to 5 reps, $79/month for up to 15, and $149/month for unlimited reps, each with a 7-day free trial. Every plan includes every feature.