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How to Create an Estimation

SalesPlay Back Offfice


Estimation Module

he Estimate Module helps streamline your business operations while enhancing transparency and professionalism in your customer interactions. An estimate is a document that outlines the projected costs for goods or services you intend to provide, giving customers a clear understanding of pricing before they commit.

 

Example:

Imagine you're a mobile phone retailer. A customer expresses interest in purchasing 10 smartphones. Using the SalesPlay backoffice, you can quickly generate a professional estimate that details the product names, quantities, unit prices, and total cost. This not only provides clarity to the customer but also boosts your credibility and speeds up the decision-making process.


How to Create and Send an Estimate in SalesPlay

Creating an estimate in SalesPlay is quick and easy. Follow these steps to send a professional estimate to your customer:

 

1. Log in to the SalesPlay Back Office web portal.

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