# B2B Onboard by Mentilead

> Professional B2B customer registration and approval for Shopify stores.

B2B Onboard is a Shopify app that adds wholesale/B2B customer registration to any Shopify store. Merchants build custom application forms, prospective B2B customers submit them through the storefront, and merchants approve or reject applications from the Shopify admin.

## Key Facts

- Works with all Shopify plans (Basic, Shopify, Advanced, Plus)
- Zero theme modifications — uses Shopify App Proxy
- Five-minute setup, no developer needed
- Data stored in EU (Frankfurt, AWS eu-central-1)
- GDPR compliant with Data Processing Agreement
- Built in Denmark by Mentilead Commerce (CVR 35963022)

## Features

- Drag-and-drop form builder with 13 field types
- B2B registration templates (wholesale, reseller, trade)
- One-click approve/reject workflow
- Automatic Shopify customer account creation on approval
- Customer tagging for discount rules and segmentation
- EU VAT number verification via VIES
- B2B Company creation on approval, on all paid Shopify plans (auto-detected)
- Shopify Flow integration (triggers and actions)
- Customizable email templates (approval, rejection, info request)
- White-label emails (Growth plan and above)
- Form styling with theme import, presets, and advanced controls
- Bulk approve/reject for high-volume merchants
- CSV data export
- File upload fields for trade licenses and certificates
- Auto-approval rules (VAT verified, email domain allowlist)
- Invoicing app integrations (Sufio, Order Printer, Billbee)
- Customer metafields (company_name, vat_number, tax_id)
- reCAPTCHA spam protection
- Full audit trail and application timeline

## Pricing

- Free: 1 form, 10 applications/month, custom branding & theme matching
- Starter ($19/mo): 3 forms, 50 applications/month, CSV export
- Growth ($49/mo): 10 forms, 250 applications/month, Flow actions
- Pro ($99/mo): Unlimited forms and applications, priority support

## Documentation

- Homepage: https://onboard.mentilead.com
- Getting Started: https://onboard.mentilead.com/getting-started
- Form Builder Guide: https://onboard.mentilead.com/forms-guide
- Applications Guide: https://onboard.mentilead.com/applications-guide
- Settings Guide: https://onboard.mentilead.com/settings-guide
- Shopify Flow Guide: https://onboard.mentilead.com/flow-guide
- Integrations Guide: https://onboard.mentilead.com/integrations-guide
- FAQ: https://onboard.mentilead.com/faq
- Privacy Policy: https://onboard.mentilead.com/privacy
- Data Processing Agreement: https://onboard.mentilead.com/dpa
- Terms of Service: https://onboard.mentilead.com/terms

## Contact

- Support: support@mentilead.com
- Privacy: privacy@mentilead.com
- Website: https://mentilead.com

## Cold Outreach Landing Pages

These pages are angle-specific destinations for cold-email recipients. Each matches a `mentilead-leads` angle profile by slug. They are not surfaced in homepage navigation.

- https://onboard.mentilead.com/replacing-helium-onboard.html
- https://onboard.mentilead.com/wholesale-registration-pain.html
- https://onboard.mentilead.com/just-launched-b2b.html

## Competitor Comparisons

These pages are inbound-search destinations for queries comparing B2B Onboard to named alternatives. They are not surfaced in homepage navigation.

- https://onboard.mentilead.com/vs/bss.html
- https://onboard.mentilead.com/vs/sparklayer.html
- https://onboard.mentilead.com/vs/wholesale-gorilla.html
- https://onboard.mentilead.com/vs/helium-onboard-b2b.html

## Changelog

Recent ships and feature updates for B2B Onboard by Mentilead. Auto-generated from the in-repo feature inventory. Not surfaced in homepage navigation; reachable via direct link and RSS autodiscovery.

- https://onboard.mentilead.com/changelog.html
- https://onboard.mentilead.com/changelog.xml