General: Email Settings
Email Notifications Setup
Setting up email notifications
Written by Kenzie
Updated over a week ago
Updated over a week ago
General: Advanced Shipping Setup
Custom Shipping: An All-in-One Guide
Custom shipping: What it is, what it does, and how to get it going on your store. This is the right spot!
Written by Kenzie
Updated over a week ago
Updated over a week ago
Custom Shipping for ShipperHQ: An All-in-One Guide
ShipperHQ accounts only. Custom shipping: What it is, what it does, and how to get it going on your store. This is the right spot!
Written by Kenzie
Updated over a week ago
Updated over a week ago
Capture a Quote at Shipping Error
Want to capture lost business when a customer gets shipping error?
Written by Kenzie
Updated over a week ago
Updated over a week ago
Quotes
Quote Naming
Setting up your quote prefix, starting number & increment.
Written by Kenzie
Updated over a week ago
Updated over a week ago
Using Quote Expirations
We demonstrate quote expirations and show you how to add them to your template.
Written by Kenzie
Updated over a week ago
Updated over a week ago
Creating and Using Tags
Tags are a great way to add business specific tracking and/or information to your quotes. They can be used as filters and advanced buttons
Written by Kenzie
Updated over a week ago
Updated over a week ago
"Allow Over Quote" Setting / How Do I Send a Quote for a Price Higher Than What is Set in BigCommerce.
Allows you to set a price higher than that of what is found in your product catalog. This will NOT change items price permanently.
Written by Kenzie
Updated over a week ago
Updated over a week ago
Set PDF Quote attachment to send by default
This sets the .pdf attachment option to be true on all newly generated quotes.
Written by Kenzie
Updated over a week ago
Updated over a week ago
Profile
User Profile Setup
Setup your user profile, change your password, display name, etc.
Written by Kenzie
Updated over a week ago
Updated over a week ago
Sending Quotes via your Google Email
This allow your users to bypass our email server and utilize their Google Business email to send their quotes via an OAuth connection.
Written by Kenzie
Updated over a week ago
Updated over a week ago
Users
Inviting Users to B2B Ninja
How to add Users to B2B Ninja
Written by Kenzie
Updated over a week ago
Updated over a week ago
Form & Buttons
Quote Buttons
Everything you need to know about setting up our $$$ making quote buttons.
Written by Kenzie
Updated over a week ago
Updated over a week ago
Advanced Form Settings
How to Change and Use Each Settings under Advanced Form Setting
Written by Kenzie
Updated over a week ago
Updated over a week ago
B2B Ninja Text Customizer/Translation
Edit all strings of text displayed in B2B Ninja Forms all one place!
Written by Kenzie
Updated over a week ago
Updated over a week ago
Modifying Form Fields & Custom Fields
Instructions on updating and modifying the Quote Form Fields you have, and how to add more if you are on a Black Belt Plan or higher.
Written by Kenzie
Updated over a week ago
Updated over a week ago
Updating your Quote Request Form and Buttons
A quick guide on how to update your form and buttons that display on the frontend of your website
Written by Kenzie
Updated over a week ago
Updated over a week ago
Why Only One Address on the Form and Outbound Quote?
It's faster and yields a higher ROI by increased conversions, and productivity.
Written by Kenzie
Updated over a week ago
Updated over a week ago
API
Auto Send Quotes w/ Zapier & B2B Ninja
Example for setting up zaps with logic to auto send quotes based on your criteria
Written by Micah Thomas
Updated over a week ago
Updated over a week ago
Webhooks Used in the B2B Ninja API
What are they? And how to use B2B Ninja's webhooks effectively. This is advanced level document geared towards developers.
Written by Micah Thomas
Updated over a week ago
Updated over a week ago
API Docs Link
Documentation for B2B Ninja Developers
Written by Kenzie
Updated over a week ago
Updated over a week ago