RB2B is designed as a self-serve product, allowing companies to get started quickly without the need for lengthy procurement processes or formal security reviews.

To maintain the speed and accessibility of our onboarding process, we do not complete vendor procurement forms or participate in custom security assessments for free trials or plans below $25,000 per year.

RB2B is built to be easy to try, evaluate, and adopt directly from our platform. We provide clear documentation and transparent product details to support your evaluation, but we don't support manual procurement or IT processes unless your account meets our enterprise threshold.

If your organization requires vendor forms, security reviews, or legal documentation as part of the purchasing process, we’re happy to support these requests after your team has completed a trial and is ready to move forward with a paid plan.

To make arrangements, please contact [email protected] once you’ve evaluated the product and are preparing for purchase. We’ll guide you through the next steps and provide any required documentation at that time.

We understand security is a top priority. You can access our up-to-date security documentation, certifications, and compliance information at our Trust Portal: https://retention.securitypal.com

This resource is designed to answer most common security-related questions without the need for a custom review.