Estimation Module Overview
The Estimation Module in SalesPlay helps streamline business operations while improving transparency and professionalism when interacting with customers.
An estimate outlines projected costs for goods or services, giving customers a clear understanding of pricing before they commit.
Example:
Imagine you’re a mobile phone retailer, and a customer wants to purchase 10 smartphones. Using SalesPlay Back Office, you can quickly generate a professional estimate listing:
- Product names
- Quantities
- Unit prices
- Total cost
This ensures clarity for the customer, boosts credibility, and speeds up their decision-making process.
How to Create and Send an Estimate
- Log in to the SalesPlay Back Office web portal.
- Go to Settings → Features and enable Estimation, then click Save.
- From the main menu, go to the Customer section and navigate to Estimate.
- Click the Create Estimate icon.
- Choose the customer and shop, then enter the estimate validity period and any comments.
- Select the product(s) and enter the quantity.
- Click Save to create the estimate.
- After saving, click the Send icon to email the estimate directly to the customer.
How to Accept or Reject an Existing Estimate
- Log in to the SalesPlay Back Office web portal.
- From the main menu, select the Customer section.
- Click the Estimate tab to view all previously created estimates.
- Find and click the estimate you want to review.
- Click the three-dot menu next to the Send icon.
- Select either Accept or Reject, then confirm your action.