Using Quote Ninja

Quote Ninja Training Academy

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

Written by John McCann
Updated over a week ago

Front End Quote Requests In Action

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

Written by John McCann
Updated over a week ago

Assigning Sales Reps to a Quote

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

Written by Kenzie
Updated over a week ago

Creating a Quote From Your Dashboard

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

Written by John McCann
Updated over a week ago

Drafting a Quote

How to email the quote you create.

Written by John McCann
Updated over a week ago

Quote History

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

Written by John McCann
Updated over a week ago

Creating & Understanding Custom Products

Using custom products when creating quotes

Written by John McCann
Updated over a week ago

Searching For Past Quotes

How to find your old sent quotes...

Written by John McCann
Updated over a week ago

Quote Statuses

The 10 Statuses in B2B Ninja and What they mean,

Written by Micah Thomas
Updated over a week ago

Email Quotes to Multiple People at Once

Written by John McCann
Updated over a week ago

Adding Products to Your Quote

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

Written by John McCann
Updated over a week ago

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

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

Written by John McCann
Updated over a week ago

Tax On Your Quote

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

Written by John McCann
Updated over a week ago

All About Shipping in B2B Ninja

We describe the nuances about how shipping works on quotes.

Written by John McCann
Updated over a week ago

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

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.

Written by John McCann
Updated over a week ago

Send attachments with your quote.

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

Written by John McCann
Updated over a week ago

Transfer Customer, Staff, or Product Notes into BC order

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

Written by Kenzie
Updated over a week ago

Converting a Quote to an Order w/in the Dashboard

How to automatically convert a quote into an order in BigCommerce and apply payment. (W/out another merchant service or fee!)

Written by John McCann
Updated over a week ago