B2B Ninja

Kenzie

Micah Thomas

Using Quote Ninja

A guide with helpful videos on and links to valuable resources for getting started using Quote Ninja

Quote Ninja Training Academy

Training Resources

See what it looks like when a customer requests a quote from the front end of your BigCommerce store.

Front End Quote Requests In Action

Customer Quote Requests from Your BigCommerce Store

How to assign and bulk assign sales reps to a quote, rep notifications

Assigning Sales Reps to a Quote

Overview of how to start a quote from scratch on the B2B Ninja Dashboard

Creating a Quote From Your Dashboard

Drafting a Quote

How to view previously sent quotes, restore quotes, view when quotes are loaded into carts, see messages, orders, and attachment history.

Quote History

Using custom products when creating quotes

Creating & Understanding Custom Products

Searching For Past Quotes

The 10 Statuses in B2B Ninja and What they mean,

Quote Statuses

Email Quotes to Multiple People at Once

We show you the 3 methods for adding products to your quotes via the dashboard

Adding Products to Your Quote

Never miss an order! When an item is out of stock / unavailable to purchase in BigCommerce, we will process it as a custom item.

Custom Items Created At Checkout for Out of Stock / Unavailable to Purchase Items

Creating Quotes

Get real time tax quotes from your cart and display them on your quotes.

Tax On Your Quote

We describe the nuances about how shipping works on quotes.

All About Shipping in B2B Ninja

Shipping & Tax

This is useful in case a users email client strips the HTML from the quote email we send, or if you need to download a PDF copy.

How to send, print, and/or save a PDF copy of a quote.

Communicate all details quickly with your customer by sending attachments with your quote.

Send Attachments With Your Quote.

PDF Quotes & File Attachmets

When converting a quote to order you can transfer B2B Ninja comment data into the order for your customers or staff.

Transfer Customer, Staff, or Product Notes into BC Order

How to automatically convert a quote into an order in BigCommerce and apply payment (Without another merchant service or fee!)

Converting a Quote to an Order Within The Dashboard

Converting Quotes to Orders

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Track the progress of all tickets related to your company.

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