B2B Ninja

Kenzie

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

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

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

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

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

Using custom products when creating quotes

The 10 Statuses in B2B Ninja and What they mean,

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

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

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

We describe the nuances about how shipping works on quotes.

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.

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

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

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