Using Quote Ninja

Details on How to Create & Send Quotes

18 articles in this collection
Written by Kenzie and Micah Thomas

Training Resources

Quote Ninja Training Academy

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

Written by Kenzie
Updated over a week ago

Customer Quote Requests from Your BigCommerce Store

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 Kenzie
Updated over a week ago

Creating Quotes

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 Kenzie
Updated over a week ago

Drafting a Quote

How to email the quote you create.

Written by Kenzie
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 Kenzie
Updated over a week ago

Creating & Understanding Custom Products

Using custom products when creating quotes

Written by Kenzie
Updated over a week ago

Searching For Past Quotes

How to find your old sent quotes...

Written by Kenzie
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 Kenzie
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 Kenzie
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 Kenzie
Updated over a week ago

Shipping & Tax

Tax On Your Quote

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

Written by Kenzie
Updated over a week ago

All About Shipping in B2B Ninja

We describe the nuances about how shipping works on quotes.

Written by Kenzie
Updated over a week ago

PDF Quotes & File Attachmets

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 Kenzie
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 Kenzie
Updated over a week ago

Converting Quotes to Orders

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 Within The Dashboard

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

Written by Kenzie
Updated over a week ago