> 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 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" ](/files/XBCuEGfH8Noys73CTjLc) ### 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" ](/files/Of2BgMTlWeeR7Knf8OmO) ## 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](/files/ErSPOXSoyUEHaFcARnt0) ![Offer details](/files/surNSN3ntij5jLBlTQXZ) ## 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](/files/p1IK0FbFyNUdCMhkcIH5) ## 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](/files/yWYfE59ToLn7ODrQgowd) --- # Agent Instructions This documentation is published with GitBook. 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