Quotes, invoices, credit management, payments, and a self-service customer portal — one app, zero stitching.
Features
Replace spreadsheets, email threads, and disconnected tools with one integrated workflow.
From RFQ to approval to order — manage the full quote workflow with negotiation, line-item editing, and one-click conversion to draft orders.
Sequential compliance numbering, branded PDF generation, multi-currency support, and full status tracking from draft to paid.
Per-company credit limits, configurable payment terms (Net 15/30/60/90+), real-time balance monitoring, and automatic risk scoring.
Stop chasing payments manually. Configurable reminder sequences email your customers automatically when invoices are overdue.
Give your buyers 24/7 self-service access to quotes, invoices, payment history, and account details — branded to your store.
Online invoice payments, saved payment methods, and automatic charge on due date. Your customers pay with cards or bank transfers.
Revenue trends, quote conversion funnel, AR aging summary, and DSO metrics. See the health of your B2B business at a glance.
Full CRUD API for companies, quotes, and invoices. Pagination, filtering, sorting — connect to ERPs, accounting, and custom workflows.
14 currencies, multilingual admin (EN, ES, and more), Shopify Flow triggers, and professional PDF documents with compliance numbering.
How It Works
No configuration headaches. Get productive right away.
Install from the Shopify App Store. Set your currency, payment terms, and tax defaults in Settings.
Create B2B company profiles with credit limits and payment terms, or let customers request access via the portal.
Create quotes, get approval, convert to orders. Issue invoices with professional compliance numbering.
Customers pay online via Stripe. Automated dunning handles overdue reminders. Track everything in real time.
Pricing
Start free. Upgrade when you grow. All plans include the B2B portal.
Join Shopify merchants who replaced spreadsheets and email threads with a complete quote-to-cash workflow.
Install TradeLiq — Free