> For the complete documentation index, see [llms.txt](https://docs.b2b-sellers.com/b2b-platform/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.b2b-sellers.com/b2b-platform/user-guide/available-add-ons/b2boffers.md). # Offer Management Interactive offers created and negotiated directly in the shop 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, this 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 the button "Download PDF offer"](https://content.gitbook.com/content/N7trivXBQb3doKIrPW2i/blobs/WRYK6Yb7qDGmqmbXZtYJ/PDF-Angebot%20herunterladen.png) ### 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 e-mail, but the primary representative manages the workflow. ![Clicking on "Request an offer"](https://content.gitbook.com/content/N7trivXBQb3doKIrPW2i/blobs/xqL7k4hGrSAjZPnCBF1C/Angebot%20anfragen.png) See [Offers as an Employee](/b2b-platform/user-guide/using-the-b2b-platform/customer-portal/offers-as-an-employee.md) for the buyer's walkthrough. ## The sales representative platform Once a request is received, 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 valuable intent data for follow-up calls. ![Offer overview](https://content.gitbook.com/content/N7trivXBQb3doKIrPW2i/blobs/5XNbDbJfKx0n871V2QfM/Angebots%C3%BCbersicht.png) ![Offer details](https://content.gitbook.com/content/N7trivXBQb3doKIrPW2i/blobs/8H0qfvAPXVlNp9SD5qyO/Vertriebsmitarbeiter-Ansicht%20Angebotsdetails.png) See [Offer Function for Sales Representatives](/b2b-platform/user-guide/using-the-b2b-platform/sales-representative-portal/offer-function-for-sales-representatives.md) for the full workflow. ## Finalizing the deal: the buyer's action When the sales representative sends the refined offer, the buyer receives a link leading directly to a commissioning dialog. * **One-click commissioning:** the buyer can select optional items, and the final amount updates in real time. * **Instant conversion:** clicking **Order with payment obligation** converts the offer into a standard Shopware order. ![Order offer popup](https://content.gitbook.com/content/N7trivXBQb3doKIrPW2i/blobs/AVEzqx2CjYftuYu0WA9w/Angebot%20beauftragen%20Popup.png) ## Admin configuration The settings are found under **Extensions > My Extensions > B2bOffer > Configuration**. | Setting | Meaning | | ------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------- | | Product for custom articles | A dummy product used for offer items that are not part of the shop assortment. The stored price and name are kept on the order position. | | Standard status for open offers | The status new offers created by sales representatives receive. | | Standard status for requested offers | The status new offers requested by customers receive. | | Standard status for ordered offers | The status used once an offer has been accepted. | | Standard validity in days | How long an offer is valid by default. Can be adjusted per offer. | | On which status can a product be added later? | Offers in one of the selected statuses can be extended from the product detail page. | | Default editor | The sales representative assigned to new offers by default. | | Status for invalid offers | The status an offer receives when it becomes invalid, for example because a product in it was deleted in Shopware. | | Visibility of offer management and offer requests | Controls who sees offer management and the offer request entry points. | | Track changes of offer in activities | Whether changes to an offer are written to its activity log. | ### ERP integration To ensure a smooth handoff to your ERP system, configure the custom article handling: * **Dummy products:** define a "user-defined item" (for example a dummy SKU) to be used for any products in the offer that are not in your standard shop assortment. * **ERP logic:** this allows your ERP to flag these items during order import, signalling that they require manual logistics handling or special procurement. {% hint style="info" %} We recommend creating the dummy product in your ERP system under a clear name such as "user-defined item", storing it here, and making it invisible in the shop. {% endhint %} ![Configuration in the Shopware administration](https://content.gitbook.com/content/N7trivXBQb3doKIrPW2i/blobs/Cehb8lxITQ7pJ8jPgHvY/Configuration%20in%20Shopware%20Admin.png) --- # Agent Instructions This documentation is published with GitBook. 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