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Using Quote Ninja
Using Quote Ninja
Details on How to Create & Send Quotes
18 articles in this collection
Written by
John McCann,
Micah Thomas,
and
Kenzie
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
John McCann
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
John McCann
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
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
Shipping & Tax
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
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
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
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
John McCann
Updated over a week ago