Group 65
Go to Quote Ninja
All Collections
Using Quote Ninja
Using Quote Ninja
Details on How to Create & Send Quotes
16 articles in this collection
Written by
John McCann
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
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
Creating a Quote From Your Dashboard
Overview of how to start a quote from scratch on the Quote Ninja Dashboard
Written by
John McCann
Updated over a week ago
Drafting a Quote & Quick Send Options
How to email the quote you create.
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 Quote 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
Show Shipping & Tax On Your Quote
Get real time shipping and tax quotes from your cart, and display them on your quotes.
Written by
John McCann
Updated over a week ago
All About Shipping in Quote 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 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
Converting a Quote to an Order w/in the Dashboard
How to automatically convert a quote into an order in BigCommerce and apply payment. (W/out another merchant service or fee!)
Written by
John McCann
Updated over a week ago
Dynamic Quote to Order Tracking
How customer converted orders are tracked, and how to manually input tracking when taking a manual order.
Written by
John McCann
Updated over a week ago