A B2B merchant needs customers to upload construction plan files (similar to how print services collect logos) before completing checkout, without adding extra steps to the workflow.
Recommended Solutions:
Easify Product Options app: Allows file upload options directly on product pages, enabling customers to submit files before adding items to cart
Infinite Options app: Successfully used by merchants for custom options and file uploads in contexts like custom label printing and gift box messaging; reported as easy to set up
Formify Custom Checkout Forms: Suggested as a potential option for order/checkout forms that save information in order metafields, though it’s unclear if it supports file uploads directly—contacting the developer is recommended
The consensus is to integrate file upload functionality at the product page level rather than during checkout, streamlining the customer experience while ensuring necessary files are collected with each order.
Hello, we are building a B2B site that requires our customers to send coinciding files for each of their orders. For example, print service websites have customers upload logos and images. We would have customers upload construction plan files once they have selected and paid for our service.
Does anyone have experience with an app or custom code framework to make this happen? Ideally, we would like this uploaded before checking out so we are not having to add any extra steps.
Thanks, Blake
Hi @PacMoldBW ,
I recommend modifying the process to enable customers to upload their construction plan files prior to placing their orders.
If you’re open to this adjustment, I suggest installing the Easify Product Options app. It allows you to create a file upload option into your product page, empowering customers to submit their necessary files before adding the product to their cart 
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Hey Blake,
I’ve used the Infinite Options app (click here for the app listing). I’ve used it for setting up custom options and uploads for merchants doing custom label printing, and custom messaging for gift boxes. I’m not affiliated with the app, but I found it worked really well and was easy to setup.
I hope this helps!
I think you could try searching for “order forms” or “checkout forms” apps
I found https://apps.shopify.com/formify-custom-checkout-forms
I think it’s a good one because they seem to save the info in order metafields. But it doesn’t look like they support file-upload fields. Better ask them directly
