guides · Help
Step-by-step guides, FAQs and tutorials for every OMB Cloud module.
How to write a B2B quote that closes — 7 elements
The structural elements every B2B quote needs, in the order that matches how the buyer reads it. Plus the three lines most quotes are missing.
guidesMulti-country invoicing — a B2B operator's guide
How invoicing actually works when you bill from Mexico, Spain, the US and Brazil simultaneously. Compliance, FX, and the three traps that bite at scale.
guidesThe B2B collections playbook that recovers 80%
Why single-channel collections caps at 60% recovery and how multi-channel dunning, paced correctly, lifts that to 80%+.
guidesAI sales agents — when they work and when they don't
An honest framework for when an AI agent replaces human reps for parts of the sales workflow, and when it shouldn't.
guidesMigrating from HubSpot to OMB Cloud — what to expect
A practical walkthrough of what migrates cleanly, what needs manual mapping, and the timeline you should plan.
guidesDocuSign alternatives for B2B — when in-house signing wins
For everyday B2B contracts in MX and the US, simple e-signature is legally valid and costs nothing per envelope. When DocuSign is still the right tool, and when it's not.