With the quote feature, you create individual quotes for your customers directly in the Shopware Admin. A quote goes through a fixed process: you create it as a draft, send it to the customer by email, and the customer can accept or decline it. Once acceptance is confirmed, an order is automatically created.

In the Shopware Admin, go to Orders → Quotes and click Create quote.

Select a customer. Next to the customer name, the company name is also displayed — so you can search directly for a company and select the appropriate contact person. The associated Sales Channel is automatically applied, but you can also adjust it manually if needed.

You'll then land on the draft screen. A default shipping method and payment method are automatically loaded here. Both can be adjusted — for example, you can choose a different shipping method such as Express or set the payment method to Invoice or Prepayment. The selected shipping and payment method is applied directly to the order once the quote is accepted.

The shipping costs can be manually overridden if needed. Under Valid until, you set how long the quote is valid.

In the Products section, you then add the desired items. You can search by product name or product number, or scroll through the list. Products can be added by double-clicking. The search stays open, so you can add several variants of a product one after another.

The quantities and unit prices of the line items can be adjusted at any time by double-clicking on the corresponding field, and tax rates are applied automatically.

For each product, you can also use the list settings to display, for example, the purchase price, list price, or the margin directly, to make sure you still achieve a positive margin when adjusting the unit price.

Via Add custom line item, you can add additional line items that don't exist as a product in the shop — for example, a travel surcharge or a service fee. For each manual line item, you set a description, price, and tax rate.

Your custom line items are likewise included directly in the quote and later in the order as well.

Via Add credit note, you can add credit notes as negative line items — for example, for a flat overall discount on the cart or for offsetting an amount.

The credit note is added to the line item list with a negative amount and deducted from the total amount of the quote.

Using the Comment field, you can add text that appears on the quote PDF — for example, terms of validity or individual notes to the customer.

Once the quote is ready, you have three options:

Once sent, the status changes to Sent.

Then, using a button, you can choose whether the customer has declined or accepted the quote:

Decline: The quote is set to Declined status. For an alternative or follow-up quote, you can reopen it in order to edit and resend the quote.

Accept: Upon acceptance, an order is automatically created. The shipping and payment details stored in the quote, as well as the shipping costs, are transferred to the order — including the correct tax allocation across the products.

Finally, you can pick the resulting order as usual.

In the customer detail view, the Quotes tab shows the quotes for the respective customer. This gives you direct access to the quote history right from the customer profile.

If an order was created from an accepted quote, the order detail view shows a reference to the associated quote.