> For the complete documentation index, see [llms.txt](https://docs.b2bridge.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.b2bridge.io/onboarding.md).

# 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.

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

***

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### Need Help?

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

* 💬 **Start a** [**Live Chat** with our support team](https://go.crisp.chat/chat/embed/?website_id=a59f354c-f51f-4f84-ae9a-c0e8dd69d2e5) directly from your B2Bridge dashboard.
* 📧 **Email us at** [**support@b2bridge.io**](mailto:support@b2bridge.io) and we'll get back to you as soon as possible.
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