A B2B ordering portal for custom print and packaging, on WooCommerce
Business buyers reorder the same labels, packaging and printed materials, and want quotes, proofs and a record of past orders. The Cmsmart Ecommerce plugin gives a WooCommerce portal the designer, quotes and print files today; approvals, contract pricing and ERP links are built as custom development.
Use caseApplies to Cmsmart Ecommerce 2.17.0Updated October 2026
Warehouse and fulfilment for B2B orders (stock photo).
The problem
What goes wrong today?
Reorders go through email
A buyer asks for the same job again and someone digs through past threads for the file.
Approvals live in people's heads
Who may order what, and who signs off, is tracked on spreadsheets.
Pricing differs per customer
Contract prices and tiers do not fit a public price list.
Packaging jobs need a proof
Custom boxes and labels need the customer to see and approve the design.
Example scenario
What good looks like
A buyer signs in, opens last quarter's label, changes the quantity and requests a quote. Their manager approves; your team sees an order with the approved file attached. Nobody searched an inbox.
The solution
What is in the plugin and what we build
A B2B portal is a WooCommerce store with business rules. Start from what ships, then add the rules.
Designer and approved files
Buyers design or adjust artwork; the order carries it.
Quotes
Request-a-quote form and a Quotes section in My account (2.12).
Proof status
Customers see proof and print-file status on the order (2.12).
Customer CRM
Sales, Clients in the admin resolves customers across orders and quotes (2.10).
Approval workflows
Multi-step approvals, spending limits and roles are custom development.
Contract pricing and ERP
Customer-specific prices, punch-out and ERP or CRM sync are custom development.
In the plugin today
Designer, quotes, My account quotes, proof status
Print-ready files per order item (Premium)
Customer CRM in the admin
Built as custom development
Company accounts, roles and approval chains
Contract pricing, customer-group catalogues and reorder lists
ERP, MIS and CRM integration, 3D box and packaging previews
Benefits and the number to watch for each. We do not publish uplift percentages; measure your own baseline first.
Benefit
How it shows up
KPI to track
Faster reorders
Buyers find and reuse approved designs.
Time from reorder request to confirmed order
Fewer quote loops
The form collects what you need first time.
Quotes needing clarification
A clear audit trail
Orders, quotes and proofs sit in one record.
Disputes about what was approved
Worksheet. Reorder saving = reorders per month x minutes searching and re-confirming x hourly cost, plus quote loops avoided. Use your own order history.
Set it up
How to start a B2B portal without waiting for a custom build
Start with your repeat products: install the plugin and enable online design for them.
Add print options and a quote form for the jobs you quote by hand.
Turn on the print-ready PDF for the order notification.
Invite two or three repeat customers and watch what they ask for.
Write down the approval and pricing rules they need, and bring them to a discovery call.
Quote form builder
Order with the design and status
Cmsmart insight
Do not wait for a full B2B suite. Put your repeat products online with the designer and a quote form, and let real customer requests tell you which approval and pricing rules to build.
Teams in 80+ countries run their ecommerce projects with Cmsmart
“★★★★★★★★★★
I've purchased the Theme & NBdesigner for my website for a day. The staff Gary & Andrea are friendly and helpful. Andrea completed installation of the theme and the plugin on the next day of purchasing, they are efficient. So far I am satisfied with the services provided by them.
Excellent service for the right price!
- Fast support by chat / video!
Happy to work with people like Chuong, always ready to fix all needs.
Hope to work for many years with them.
Chiew Seok Chin
Verified on Trustpilot
Sven v B
