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
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