AI Quotation & B2B Quote Management¶

This plugin brings a complete B2B quotation workflow directly into your Shopware 6 shop – from the quote request in the storefront and quote creation in the admin to the 1-click conversion into an order. Ideal for merchants with products that require explanation or individual pricing – such as wholesale, equipment, furniture or B2B shops.

The free core already covers the entire quotation process. Optional AI plans (in-app purchase) unlock AI assistance that uses your own OpenAI API key to make quotes faster and more professional.

💳 Free core & optional AI plans¶

The plugin is free and provides a complete quotation workflow even without a plan. The AI features are booked optionally as an in-app purchase (monthly subscription) directly in Shopware – cancellable at any time. Requirements: Shopware 6.7 and active in-app purchases.

🔧 Installation¶

• Requirement: CNK Foundation plugin
• Installation via the Shopware Store or ZIP
• Activation in the Plugin Manager
• Menu entry visible under Orders > Quotations

⚙️ Configuration¶

You can find the plugin configuration under Settings > Extensions > AI Quotation & B2B Quote Management.

🛒 Request a quote (storefront)¶

Customers trigger a request via a "Request a quote" button:

• In the cart (optionally instead of or next to the checkout button)
• Optionally on the product detail page

The request form is pre-filled with the current cart items and offers a free-text field for the customer's message. Each request creates a record with status open.

📋 Manage requests & quotes¶

Under Orders > Quotations you manage the entire process:

• Requests: list of all quote requests with customer, date, message and status
• Quotes: list of all created quotes with number, customer, total, validity and status

Status values: open, in progress, quoted, accepted, declined, expired.

Quote editor¶

The editor allows full manual quote creation:

• Customer selection, quote number, validity date and internal note
• Line items with product search (Shopware DAL), quantity, unit price and discount
• Custom positions without a catalog reference (name + price)
• Automatic calculation of subtotal, discount and grand total

🤖 AI assistant¶

The AI assistant (side panel in the quote editor) speeds up creation:

• Product suggestions (Starter): enter a free-text description → the AI suggests matching products from the Shopware catalog including quantity.
• Quote text generator (Starter): creates a professional intro text (DE/EN) based on customer and line items.
• Free-text parser (Business): automatically detects products, quantities and delivery deadlines from the customer message.
• Discount recommendation (Business): suggests a discount incl. reasoning based on customer history (spend, order frequency).

⚡ From quote to order¶

Customers see their quotes in the customer account under "My quotes":

1. Review the quote with all line items, intro text and validity
2. Accept the quote → automatic conversion into a regular Shopware order
3. Or decline

Accepted quotes then appear in the Shopware order management as usual.

📄 PDF quotes¶

From the Starter plan onwards, a dedicated Shopware document type cnk_quotation is available. The PDF contains the logo, quote number, customer data, line items, totals, validity date, intro text and payment terms.

📬 Email notifications¶

The plugin sends messages via the Shopware mail system:

Expiry and reminder emails are triggered via scheduled tasks.

🔒 Data protection (GDPR)¶

The plugin works inside your Shopware installation. All request, quote and customer data stays in your own Shopware database. AI calls are made exclusively through your own OpenAI API key; there is no data transfer to CNK.

❓ FAQ¶