Documentation

Documentation for B2B Wishlist Project Planner, the Shopify wishlist app for B2B buyers and project planning.

B2B Wishlist Project Planner lets your customers save products into multiple wishlists, organize them into groups, set quantities, share lists, and export PDF quotes, while you convert wishlists into draft orders from the Shopify admin.

Get started

Install the app

Install from the Shopify App Store and enable the theme app blocks.

How to use the app

A tour of wishlists, groups, quantities, and the merchant dashboard.

Plans, pricing & billing

Free plan vs Project planner, and how to upgrade.

Popular guides

Share wishlists & projects

Generate public share links, and optionally hide pricing.

Create draft orders from wishlists

Turn a customer wishlist into a B2B quote or invoice.

Rename Wishlists to Projects

Customize terminology across every widget.

Wishlist icons on collection pages

Let customers save products while browsing collections.

Need help?

Have a feature request? Submit it from the Feature Requests tab in the app admin — it goes straight to the team that builds the app. For anything else, reach out through our contact form.