Settings / Configuring Quote Ninja

25 articles in this collection
Written by John McCann, Micah Thomas, and Kenzie

General

Transfering the Quote ID onto an Order

The setting will allow you to append the Quote ID onto the order in BigCommerce when it converts from a quote.

Written by Kenzie
Updated over a week ago

General: Email Settings

Email Notifications Setup

Setting up email notifications

Written by John McCann
Updated over a week ago

General: Advanced Shipping Setup

Custom Shipping: An All-in-One Guide

Custom shipping, what it is, what it does, or how to get it going on your store, this is the right spot!

Written by John McCann
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, or how to get it going on your store, this is the right spot!

Written by Kenzie
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

Quotes

Quote Naming

Setting up your quote prefix, starting number & increment.

Written by John McCann
Updated over a week ago

Exporting Quote Data

How to export a list of all or some of your quotes.

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

"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 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 B2B Ninja

How to add Users to B2B Ninja

Written by John McCann
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

Advanced Form Settings

How to Change and Use Each Settings under Advanced Form Setting

Written by Kenzie
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

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

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 & 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

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

API Docs Link

Documentation for B2B Ninja Developers

Written by John McCann
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