Welcome to O: B2B Wholesale Quote & Hide! Whether you're looking to grow your B2B business or manage a hybrid model (DTC and B2B), our comprehensive solution has everything you need to succeed.

After you install our app, follow the initial setup guide to start using O: B2B Wholesale Quote & Hide. The guide features step-by-step tutorials for the main tasks that you need to complete before you start selling with quotes.

Follow one of our four step-by-step guides and set your business up with O: B2B Wholesale Quote & Hide

1. Getting Started with O: B2B Wholesale Quote & Hide

It's time to transform your quoting process! There are so many different ways that you can use O: B2B Wholesale Quote & Hide. If you're wondering how to get started or you're concerned about forgetting key steps on the way to your first quote, then you've come to the right place. This section of the Help Center outlines the most important tasks to get your B2B or Wholesale business up and running as quickly as possible.

Getting Started

To get started and learn the basics of using the app, it is worth completing all the following steps

Step 1: Explore your quote settings

Looking to add a quote button to your store? You’re in the right place. Head over to the Quote Settings to find the setup that best fits your B2B needs.

To complete this step, simply click the “Explore now” button. You’ll be taken directly to the Quote Settings, and this step will be marked as completed.

Step 2: Edit your quote form

Completing this step to let your B2B buyers request a quote using your customized form. You can customize the form for specific or group products, translate the language, add new information fields, hide unnecessary ones, and much more.

To complete this step, simply edit the default form and tailor it to your business needs then save it. Then, this step will be marked as completed.

Step 3: Get notified with your new quotes

Setting up email notifications to stay updated when your B2B customers submit quotes.

To complete this step, simply connect your email with the app. Then, this step will be marked as completed

Step 4: Send your first quote proposal

It's time to take the next step!

Send a quote proposal to your potential client via email. Include detailed pricing, notes and any terms or conditions. Make sure your proposal is clear, professional, and tailored to the client's needs.

To complete this step, you need to connect your email (Step 3). When you have connected your email successfully,

After connecting email successfully, you can click on the "Send Now" button, you will be directed to the Submission List, then you can choose a quote that you want to send the quote proposal. By sending your quote proposal, you will complete this step

Congrats!

You've finished setting up the basics of our app. You can explore yourself for more customization of your own store.

Updated on: 24/07/2025