B2B sales reps & quoting

When reps work from spreadsheets and separate quoting tools, the orders they place are disconnected from Shopify inventory, invoicing, and order history. Shero configures Shopify Plus sales rep tools so every order a rep submits flows through Shopify with the same accuracy as a buyer self-service order.

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Shopify Premier Partner

16+

Years in business

500+

Projects Delivered

50+

Team Members

98%

Client Retention

40+

B2B rep and draft order workflows configured

Across wholesale distributors, manufacturers, and hybrid brands where sales reps initiate, price, and manage trade orders

10+

years building on Shopify

Shero has been building B2B sales tools on Shopify since before the platform had native B2B features. Shopify B2B development covers the full sales rep toolkit: draft orders, quote-to-order flows, account-level pricing, and CRM-connected rep access.

1

system for rep and self-service orders

When draft orders, quote flows, and buyer portal orders all land in Shopify, inventory, invoicing, and order history stay accurate without reconciliation

98%

client retention post-launch

Most Shero clients continue working with the team after launch on support, development, and marketing programs

"I wanted to thank you all for a very successful launch. Our accounting and sales teams are thrilled to have this functionality working, and our customers are taking full advantage of these enhancements. We appreciate the partnership and look forward to more."

Bren Rafaelly, Head of Digital Transformation, Benchmade

What Shopify Plus B2B sales rep tools actually cover

Not every B2B order starts in the buyer portal. Sales reps initiate orders, build quotes, apply negotiated pricing, and manage account relationships in ways that a self-service checkout cannot accommodate. When those workflows live outside Shopify, the orders they produce are invisible to your inventory, your invoicing system, and your order history until someone manually enters them. Shero configures Shopify Plus draft order workflows, rep access roles, and quote-to-order flows that bring rep-initiated orders into the same system as self-service buyer orders. Reps work with the correct pricing, the live inventory, and the company account data they need, without needing a separate tool that creates reconciliation work downstream.

• Draft order creation and management
• Rep-specific admin access roles
• Quote-to-order conversion flows
• Per-company pricing in rep orders
• Draft order to buyer review link
• ERP and CRM order sync

Why B2B manufacturers work with Shero on sales rep tooling

Configuring draft orders in Shopify Plus is straightforward for a single rep and one buyer type. It gets complicated when you have a field sales team, multiple account tiers, negotiated pricing, and a finance team that needs orders in the ERP before they ship.

01

Draft order workflows built around how your reps actually sell

Shopify Plus draft orders are flexible but require configuration to match your sales process. Shero maps how your reps build orders before setting up the workflow: which accounts they manage, how pricing is applied, whether buyer approval is required, and where the order goes after it is submitted. The draft order setup reflects your actual sales motion, not a generic template.

02

Rep access roles that show the right data without full admin access

Sales reps need access to company accounts, pricing, and order history. They do not need access to store settings, payment configurations, or other merchants' data. Shero configures rep-specific staff account roles in Shopify Plus so your field team has the access they need and the access they should not have is locked.

03

Negotiated account pricing applied automatically in rep-built orders

Rep-negotiated pricing needs to apply automatically at the account level. Custom pricing and rep draft order tools are configured together so account-level price agreements are applied to every order the rep places on behalf of that account.

04

Buyer review links so reps can send orders for approval before submission

For accounts where the buyer needs to review and approve before an order ships, Shero configures the draft order send flow: the rep builds the order, sends a checkout link to the buyer, and the buyer completes the transaction through their portal. The order lands in Shopify with full history, and the rep's involvement is recorded.

05

Quote-to-order flows for sales processes that start before the product page

Some B2B sales begin with a rep conversation and a quoted price, not a buyer browsing a catalog. For clients where quote-to-order is part of the sales process, Shero configures or integrates a quote tool that converts an approved quote into a Shopify draft order, keeping inventory, invoicing, and order data in one system from the first line of the quote.

06

ERP and CRM sync so rep orders do not create a reconciliation backlog

Sales rep tools are only useful when they reflect current pricing and account data. Shero connects rep draft order tools to ERP pricing and CRM account data so reps work from current information without switching between systems.

Our Work

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Well-known American knife manufacturer

Benchmade

For more than three decades, Benchmade has been known for producing high-quality knives for everyday carry, hunting, rescue, and outdoor use. Launched on Magento Commerce Cloud in 2018, the brand partnered with Shero to tap into the surge in outdoor consumer demand and scale their online presence.

Benchmade
Sports equipment for lacrosse and field hockey

STX

STX Sporting Goods is a leading global manufacturer of innovative sports equipment and apparel, catering to athletes and enthusiasts in lacrosse, field hockey, and other team sports. Renowned for its cutting-edge technology and premium products, STX sought to revamp its digital presence to align with its reputation for excellence.

STX
Provide solutions for industrial safety protection

Justrite

JustRite Safety Group is a leading manufacturer of workplace safety products with roots going back to 1906. The brand partnered with Shero to merge four separate Magento stores into a single multi-store megasite, allowing customers to shop across all brands with one shared cart.

Justrite
Body jewelry and tattoo supplies

Painful Pleasures

Painful Pleasures is a long-standing supplier of body jewelry and tattoo supplies with a catalog of 40,000+ products. The brand partnered with Shero to complete a stalled Magento to Shopify migration and deliver the complex custom features their business depends on.

Painful Pleasures

Most B2B sales rep tool configurations scope to 3-6 weeks depending on the number of rep roles, pricing tiers, and ERP connections involved.

Scope my rep tools setup

How Shero configures Shopify Plus B2B sales rep tools

01

Discovery: Rep Workflow and Access Mapping

We document how your reps build orders today: which accounts they manage, how pricing is determined, whether buyers approve before submission, and what happens to the order in your ERP or CRM after it is placed. This session defines the draft order workflow and access role configuration before any setup begins.

02

Architecture: Draft Order and Role Design

We design the draft order workflow, rep staff role permissions, price list linking logic, and buyer review flow. For quote-to-order processes or ERP connections, we map those integrations explicitly so the full order journey is designed before build begins.

03

Build: Workflow Configuration and Integration

We configure draft order workflows, rep staff roles, price list assignments, and the buyer checkout link flow in Shopify Plus. ERP and CRM integrations for rep-created orders are built and tested in parallel so data flows correctly from day one.

04

UAT: Rep and Buyer Scenario Testing

We test the full rep workflow: building a draft order as a rep, applying account pricing, sending a buyer review link, and completing the order through the buyer portal. We also verify that ERP and CRM data updates correctly and that rep access roles block the areas they should not reach.

05

Handoff: Rep Onboarding and Admin Runbook

Go-live includes a documented rep workflow guide: how to find a company account, build a draft order, apply pricing, send for buyer review, and track order status. Your sales team owns the process from launch without a development dependency for routine order-building tasks.

06

Ongoing: Rep Workflow Support

As your rep team grows and buyer types change, draft order workflows and catalog access rules need updating. Shero provides ongoing support so rep tools stay current with how your sales team operates.

Frequently asked questions.

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What our clients say.

We design experiences that make a difference. See what our clients have to say about working with us.

STX

"Since partnering with Shero Commerce, our eCommerce revenue has grown by 200%. Their 24/7 support and innovative solutions have been game-changers for our business. "

James McKenna

Senior Commerce & CX Manager / STX

Memphis Drum Shop

"Working with the Shero team was professional, efficient, and inspiring. The Shero development team was extremely competent and provided solid solutions for our needs, as well as addressing any bugs or issues that arose during the process. Working with Shero exclusively through video technology was a new concept for our team that forced us to embrace modern methods of communication that will likely benefit our future relationships and business endeavors."

Shaun Carman

eCommerce Manager / Memphis Drum Shop

Swag Golf / Strike 2

"We partnered with Shero for the development work on the SWAG site. The dev was highly nuanced, specialized and complex—and the brand demanded a UX that was smooth, straightforward and memorable. The Shero team went above and beyond from the jump. As a partner to us, they were collaborative, organized and professional. As a partner to our client, they consistently set expectations clearly—and usually exceeded them. We were immediately faced with the challenge of getting this site up on a faster timeline than any similar project we’ve done before. Because of Shero’s tight process and expert dev talent, hitting this deadline was a walk in the park. And most importantly they are a group of terrific people and were a delight to work with. I can’t wait for our agencies to partner again."

Matt Kaminsky

Co-founder & Managing Director / Swag Golf / Strike 2

Justrite Safety Group

"The collaboration between us and Shero Commerce on the Justrite multi-store site went beyond what we had hoped for.  They are a terrific partner to work with.  Their team’s dedication to understanding our unique requirements and delivering a high-quality, customized solution has greatly enhanced our online presence. The new website not only showcases our products effectively but also streamlines the shopping experience for our customers. We couldn’t be happier with the results and look forward to working with Shero Commerce on future projects."

Douglas J. Stang

VP of eCommerce / Justrite Safety Group

And you?

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