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Onboarding

When you install B2Bridge for the first time, the app walks you through a 3-step onboarding to understand your B2B goals and recommend the right pricing plan.

1. Choose your B2B goals

In Step 1, select everything that matches what you want to achieve with B2Bridge. Your answers are used to personalise your setup — only the features you need will be highlighted.

Available goals:

  • B2B Pricing — set wholesale and volume pricing per customer or group

  • Customer Approval — build registration forms to verify and approve B2B buyers

  • Minimum Order Quantity — set minimum quantities or order amounts per customer group

  • Net Payment Terms — let trusted buyers pay later (Net 15, 30, or 60)

  • Request for Quote — let customers request and negotiate quotes before checkout

  • Hide Product Prices — show prices only to logged-in or approved customers

You can also type in any other specific B2B needs in the free-text field at the bottom.

2. Choose how you'll manage your B2B prices

In Step 2, select the pricing workflow that fits your catalog. You can change this at any time.

  • Manual pricing — edit prices directly inside the app. Best for small catalogs.

  • CSV import — upload prices in bulk. Best for medium to large catalogs.

  • Sync from your ERP — push prices automatically from your ERP system for a single source of truth.

3. Review your recommended plan

Based on your selections, B2Bridge recommends a pricing plan that fits your needs. All plans include a 14-day free trial — you won't be charged until the trial ends and you can cancel anytime.

Click Start free trial to subscribe and go to your dashboard, or I'll choose later to skip and choose a plan at any time from Pricing plans in the sidebar.

If you have a discount code, click Apply Discount on the plan card and enter your code before subscribing.

Skipping the onboarding

You can skip the wizard at any step by clicking Skip for now. Your answers up to that point are saved, and you can always return to review your plan from the Pricing plans page.

Need Help?

If you have questions or run into issues while using any feature, we're here to help.

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