SalesPlay - Help Center
How to Create an Estimation
SalesPlay Back Offfice
Estimation Module
- The Estimate Module is designed to enhance your business operations and improve customer interactions. An estimate is a document that outlines the expected charges for goods or services you plan to supply, offering transparency and professionalism in your customer relationships.
- Example :
- As a mobile phone retailer, you offer a range of smartphones. A customer expressed interest in purchasing 10 mobile phones, and you want to provide them with a detailed estimate. Using your backoffice, you can create and send the estimate to the customer.
1. Login to Back Office > Select “Customer” from the main menu > Click “Estimate” section
2. Click “New Estimate” icon
3. Select the customer, and shop, add a valid period and a comment > Select the product and add quantity for the estimation > Click the ‘Save” button
4. After that click the ‘Send” icon to email the estimation to the customer
How to ‘accept’ or “reject” already created Estimation
1. Login to Back Office > Select “Customer” from the main menu > Click “Estimate” section
2. You will see already created estimations > Click on the relevant estimation
3. Click 3-dot button near the send icon > Click “Accept” or “Reject” and confirm
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