Upgrade your existing store to B2B
For customers who run their own store on Cmsmart Product Designer Premium: we survey the store first, then quote the work to add company buying.
In short
How do I upgrade my own store to B2B with Cmsmart?
If you run your own Cmsmart Ecommerce or WooCommerce store with Cmsmart Product Designer Premium, you buy the Cmsmart B2B licence. Our team then surveys and analyses your current store, theme, plugins and data, and sends a separate proposal and quote for the upgrade work. Nothing changes on your live store before you approve it.
| Who it is for | Customers who run their own store on Cmsmart Product Designer Premium and want to sell to companies |
|---|---|
| Licence | A Cmsmart B2B licence is required. The upgrade work is quoted separately from the licence |
| Typical inputs | Read-only admin access or a staging copy, your plugin list and how your business buyers order today |
| Deliverables | A survey of your store, a written proposal with scope and milestones, then the upgrade on a staging copy |
| How pricing works | The survey leads to a separate quote. The upgrade work starts only after you approve it. |
How it works
How an upgrade to B2B runs
The problem
What gets in the way when your own store starts selling to companies?
- Business buyers need their own prices, but the store shows one price to everyone
- Quotes and repeat orders run by email, outside the store
- Several people in one company order, and nobody approves or limits what they spend
- Invoices on terms are tracked by hand
- Custom code from your own build makes it hard to know what a B2B layer would break
Fit
When is this upgrade the right route?
| A good fit | Another route fits better |
|---|---|
| You already run your own store on Cmsmart Product Designer Premium and want to keep it | You are starting from scratch: the ready-made Cmsmart B2B store is the quicker route |
| You can give read-only access to the store, or a staging copy of it | No access can be given, so the survey would rest on interviews alone |
| You want a written proposal before any work starts | You only need a price list on one product: a small set-up task may be enough |
What we do
What does the survey look at?
| Part | Input | Deliverable |
|---|---|---|
| Theme and custom code | Your theme, child theme and custom plugins, and where a company layer would touch them | What can stay, what must change and what needs care |
| Plugins | The plugin list and its update state, and plugins that already handle prices, roles or quotes | Overlaps and conflicts with the Cmsmart B2B store |
| Products and prices | Product types, variations, printing options and how prices are set today | How price lists and customer-group prices would map onto your catalogue |
| Customers and accounts | How business customers register, log in and order, and who orders for whom | A plan for company accounts, roles and approvals |
| Checkout and payments | Cart, checkout, payment methods and invoices on terms | What changes for business buyers and what stays the same for everyone else |
| Designer and print files | Cmsmart Product Designer settings and the file each order receives | Whether brand templates and reorders work for company buyers |
The Cmsmart angle
What comes from the Cmsmart B2B store, and what is custom
The company features come from the Cmsmart B2B store and its documented behaviour. The work on your own store is the fitting of those features to your theme, plugins and data, which is what the survey scopes.
Core From the Cmsmart B2B store
- Cmsmart B2B. Company accounts, price lists, quotes, approvals, budgets and terms, sold as a full store solution with your licence key.
- Private Store. A login-only catalogue per company with approved products and shipping locations.
- Product Designer. The online designer, printing options and reorders your store already runs on.
Custom Built as custom development
- Fitting the company layer to your own theme and custom code
- Moving existing customers into company accounts
- Connections to your ERP, CRM or accounting system
Scope
Included, not included, and extra
Clear lines before you start. The final scope is written into your proposal.
Included
- A survey of your theme, plugins, products, customers and checkout
- An analysis of where the Cmsmart B2B features fit and where they need custom work
- A written proposal with scope, milestones and a separate quote
- A walkthrough of the proposal with the person who decides
Not included
- The Cmsmart B2B licence, which is bought separately
- The upgrade work itself, which is quoted in the proposal
- Changes to your live store before you approve the proposal
- Licences, hosting and third-party fees (plugins, fonts, images, services, provider accounts)
- Anything that is not written in the approved scope
Extra, quoted separately
- The upgrade, as milestones from the proposal
- Moving existing customers into company accounts
- Care or maintenance after go-live
What we need from you
- A Cmsmart B2B licence for your store's domain
- Read-only admin access, or a staging copy of your store
- How your business buyers order today, and what you want to change
- A named person who decides on the proposal
- A staging copy of your store, or approval to create one
- Someone on your side who can make decisions when a question comes up
Process
How the work runs
Each phase is a milestone, approved and invoiced one at a time. The timeline is set in the assessment because it depends on your store, your products and your systems.
- Free assessment. We read your brief, your store and your constraints, and tell you whether the service fits and what it would involve.
- Written scope and quote. Included, not included, extra and what we need from you, set out before any work starts.
- Build on a staging copy, in milestones you approve one at a time in your dashboard.
- Acceptance with your own products, files and orders, including the awkward ones.
- Handover with a run book, then support through tickets in your dashboard.
This service in three phases
What happens, and what you receive
| Phase | What happens | What you receive |
|---|---|---|
| 1. Survey | We review your store with read-only access or on a staging copy, and agree what the upgrade must achieve. | A survey of your store and its constraints |
| 2. Proposal | We write the scope, the milestones and what we need from you, and send a separate quote. | A written proposal and quote |
| 3. Upgrade | After your approval we build the upgrade on a staging copy, in milestones you approve one at a time. | The upgraded store on staging, then go-live with your approval |
Free assessment
Start with a free assessment
Describe your store and what you need. We reply with whether the service fits, what it would involve and a quote, with no obligation.
FAQ
Frequently asked questions
Do I need a Cmsmart B2B licence first?
Yes. The upgrade adds the Cmsmart B2B store features to your own store, and those features run on a Cmsmart B2B licence key. The survey and the upgrade work are quoted separately from the licence.
Will the survey change my live store?
No. The survey uses read-only access or a staging copy. The upgrade is built on staging and goes live only after you approve it.
Can you upgrade a store another agency built?
Yes. The survey states what was found in the existing build, and the proposal says what can stay and what must change.
Is there a separate B2B plugin I can install myself?
No. Cmsmart B2B is sold as a full store solution. On your own store, the survey works out how to bring its features in, and the proposal sets out the work.
What if the survey says a new store is the better route?
Then the proposal says so and gives the reasons. The ready-made Cmsmart B2B store is a free download from your dashboard and installs with your licence key.
Related services
Next steps and neighbouring services
Learn more
Related tutorials from the community
- GuideCmsmart Product Designer Settings Guide: Complete WP AdminThe Cmsmart Product Designer settings guide: every WP Admin screen mapped, key defaults explained, and how to configure yours for...
- GuideNBDesigner Free Trial: Download, Install & ActivateDownload the NBDesigner free trial, install it on WooCommerce, activate your license, and test real orders before you upgrade.
- GuideWooCommerce Printing Options Price Matrix Setup GuideComplete the WooCommerce printing options price matrix setup in Cmsmart Product Designer: field types, quantity breaks and default...
Who you work with
The team behind Cmsmart and its published work
- 2012Netbase since 2012Cmsmart Ecommerce is a Netbase JSC company
- 6,300+client projectssince 2012
- 80+countriesclients worldwide
- 17,133proposals writtenin our project system, live count
Client projects and countries: Netbase portfolio library and WorkSuite project records, as of Sep 2026. Proposals: records in our Cloodo WorkSuite project system, all-time, refreshed every 6 hours.
Talk to an ecommerce expert
Huy Nguyen (David)
Founder & CEO, Cmsmart · Netbase JSC
Every request is read by the team before you get a written scope and estimate.
Published Cmsmart projects
Product Designer & Customization · skelderwikensbrygghus.seBusiness Transformation for Enhanced Online Ordering and Product CustomizationDelivered, live store
Product Designer & Customization · alfabet.euEnhanced Online Experience for Personalized Product OrderingDelivered, live store
Product Designer & Customization · tsiakkascopycenter.comEnhanced Online Ordering for Print and Design ServicesDelivered, live store
Project records from our portfolio. They show the wider work of the team, not this exact service.
Stores on Cmsmart Ecommerce
Cmsmart Ecommerce provides custom ecommerce and WooCommerce development services for web-to-print, product personalization, plugin support and API integration.
Web-to-print, WooCommerce, B2B and AI specialists who plan, build and support stores together.
Meet the team →
Top