Using Quote Ninja

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

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 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

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

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 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