Offer Management

The B2Bsellers Offer Management add-on is designed to replace traditional, static ERP offer functions with a dynamic, interactive collaboration platform. By moving negotiations directly into the shop, you can reduce internal process costs by up to 50% while keeping sales teams and buyers perfectly aligned.

The Core Advantage: System Integration

Unlike ERP offers that require constant system switching, our module allows sales staff to edit, discount, and refine quotes directly on the platform.

• Customer Proximity: Interact with buyers where they shop.

• Dynamic Positions: Add headings, subtotals, optional items, or custom product-independent services.

• Unified History: All quotes, revisions, and final orders are stored in one central location.

Two Paths to an Offer

Buyers can initiate an offer from their shopping cart in two distinct ways:

Instant PDF Download

Ideal for government agencies or companies requiring immediate documentation for internal approval.

• How it works: The buyer selects their address and clicks "Create PDF offer."

• Result: A PDF is generated and emailed instantly with a unique offer number.

• Status: Set to "Open." No further negotiation by sales staff is required.

Clicking on the button "Download PDF offer"

Interactive Offer Request

Designed for complex B2B negotiations where pricing or assortments need human intervention.

• How it works: The buyer clicks "Request an offer." The request is automatically assigned to their designated Sales Representative.

• Collaboration: If enabled, buyers can add comments to specific line items to explain their requirements.

• Notification: All linked contact persons receive an email, but the primary representative manages the workflow.

Clicking on the "Request an offer"

The Sales Representative Platform

Once a request is received, the sales staff can fully customize the quote through a dedicated interface:

• Item Adjustment: Add discounts, suggest optional "upsell" products, or include product-independent service charges.

• Structure: Organize the offer with sub-headings and subtotals for better clarity.

• Contextual Messaging: Add personalized introductory and closing texts.

• Activity Tracking: A chronological log tracks when a buyer views, edits, or confirms the offer, providing invaluable "intent" data for follow-up calls.

Offer overview

Offer details

Finalizing the Deal: The Buyer’s Action

When the sales rep sends the refined offer, the buyer receives a link leading directly to a commission pop-up.

• One-Click Commissioning: The buyer can select optional items, and the final amount updates in real-time.

• Instant Conversion: Clicking "Order with payment" converts the offer into a standard Shopware order.

Order offer popup

Admin Configuration & ERP Integration

To ensure a smooth handoff to your ERP system, you can configure "Custom Article" handling:

• Dummy Products: Define a "user-defined item" (e.g., a dummy SKU) to be used for any products in the offer that aren't in your standard shop assortment.

• ERP Logic: This allows your ERP to flag these items during order import, signaling that they require manual logistics handling or special procurement.

Configuration in Shopware Admin