Using Quote Ninja

Details on How to Create & Send Quotes

14 articles in this collection
Written by John McCann and Micah Thomas

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

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

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

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 save a PDF copy of a quote.

Saving a PDF is useful if you want to send your quote through another email service, CRM, etc.

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