B2B Ninja

Kenzie

Micah Thomas

Settings / Configuring Quote Ninja

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

Transfering the Quote ID onto an Order

General

Email Notifications Setup

General: Email Settings

Custom shipping: What it is, what it does, and how to get it going on your store. This is the right spot!

Custom Shipping: 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!

Custom Shipping for ShipperHQ: An All-in-One Guide

Want to capture lost business when a customer gets shipping error?

Capture a Quote at Shipping Error

General: Advanced Shipping Setup

Setting up your quote prefix, starting number & increment.

Quote Naming

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

Exporting Quote Data

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

Using Quote Expirations

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

Creating and Using Tags

Allows you to set a price higher than that of what is found in your product catalog. This will NOT change items price permanently.

"Allow Over Quote" Setting / How Do I Send a Quote for a Price Higher Than What is Set in BigCommerce.

This sets the .pdf attachment option to be true on all newly generated quotes.

Set PDF Quote attachment to send by default

Quotes

Creating and updating your quote email templates

Quote Email Templates

Templates

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

User Profile Setup

This allow your users to bypass our email server and utilize their Google Business email to send their quotes via an OAuth connection.

Sending Quotes via your Google Email

Profile

Inviting Users to B2B Ninja

Users

Everything you need to know about setting up our $$$ making quote buttons.

Quote Buttons

How to Change and Use Each Settings under Advanced Form Setting

Advanced Form Settings

Edit all strings of text displayed in B2B Ninja Forms all one place!

B2B Ninja Text Customizer/Translation

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.

Modifying Form Fields & Custom Fields

A quick guide on how to update your form and buttons that display on the frontend of your website

Updating your Quote Request Form and Buttons

It's faster and yields a higher ROI by increased conversions, and productivity.

Why Only One Address on the Form and Outbound Quote?

Form & Buttons

Example for setting up zaps with logic to auto send quotes based on your criteria

Auto Send Quotes w/ Zapier & B2B Ninja

What are they? And how to use B2B Ninja's webhooks effectively. This is advanced level document geared towards developers.

Webhooks Used in the B2B Ninja API

API Docs Link

Advanced Analytics tracking using Google Events

Google Analytics Event Measurement

Each link contains a Quote-Ninja UTM code that is passed to your Google Analytics

Tracking Conversions in Google Analytics

Google Analytics

Allows you to set the number of times a quote can be purchased

Purchase Limit Feature

Other Settings

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Email Us

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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