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

Setting up and using tags

Testing Checkout Links

Troubleshooting quote loading errors

Saving PDFs of your quote

Sending file attachments w/ your quote

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

Adding products to a quote

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:

Inviting Users via BigCommerce or Quote Ninja
Resetting your password
Adjusting notification settings

Converting quotes to orders

From Dashboard

[Coming Soon] From frontend.

Reviewing Quote History

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.

Customizing Templates

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