Settings / Configuring Quote Ninja

16 articles in this collection
Written by John McCann and Micah Thomas

General: Email Settings

Email Notifications Setup

Setting up email notifications

Written by John McCann
Updated over a week ago

Quotes

Quote Naming

Setting up your quote prefix, starting number & increment.

Written by John McCann
Updated over a week ago

Using Quote Expiration's

We demonstrate quote expirations and show you how to add them to your template.

Written by John McCann
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 John McCann
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 John McCann
Updated over a week ago

Templates

Quote Email Templates

Creating and updating your quote email templates

Written by John McCann
Updated over a week ago

Profile

User Profile Setup

Setup your user profile, change your password, display name, etc.

Written by John McCann
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 John McCann
Updated over a week ago

Users

Inviting Users to Quote Ninja

How to add Users to Quote Ninja

Written by John McCann
Updated over a week ago

Form & Buttons

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 John McCann
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 John McCann
Updated over a week ago

Editing Quote Confirmation Dialog

This is the message shown to the customer after they submit a quote.

Written by John McCann
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 John McCann
Updated over a week ago

API

Auto Send Quotes w/ Zapier & Quote 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

Webhooks Used in the Quote Ninja API

What are they? and how to use Quote Ninja's webhooks effectively. This is advanced level document geared towards developers.

Written by Micah Thomas
Updated over a week ago

Google Analytics

Google Analytics Event Measurement

Advanced Analytics tracking using Google Events

Written by John McCann
Updated over a week ago