Quote Ninja Training Academy
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
How to Create a New Quote
How to reply to inbound quote requests
Finding past quotes
- Troubleshooting quote loading errors
How to edit your Form and Button settings
- [Coming Soon] Adding custom fields to a form
Pricing Quotes
- Understanding how we price items
- Applying discounts
- How to quote a total percentage discount
- Add via search
- Exact SKU
- Creating and adding custom products
Overview of the Quote Table
- Reorder items on a quote
- Adjust quote table display and defaults
- Tips on Navigating the product table
- Troubleshooting errors on a quote
- How to use refresh icon
[Coming Soon] I want to quote a higher price. What is overquoting and how to enable it.
- Inviting Users via BigCommerce or Quote Ninja
- Resetting your password
- Adjusting notification settings
- [Coming Soon] From frontend.
Shipping and Tax
- Fetching Shipping and Tax
- Custom Shipping
- [Coming Soon] Troubleshooting Shipping and Tax Do you have all fields populated country, city, state, zip If you add items to the cart, do you get a rate returned.
- How to update your logo
- How to adjust the size of your logo
- How to update variables used on a template
- How to adjust change the color of your button
- Showing custom fields on a template
- Making a copy of a template
- Sending a different attachment with your quote
- Checkout vs no checkout table.
- How to change the way the products show, and the content shown.
- How to create a personalized quote?
[Coming Soon] Advanced
- Showing buttons on specific pages based on customer group, etc.
- Adding View Quote / My Quotes Link
