You can create a new quote by following the steps below.
1. Navigate to Quotes.
The Quotes page is displayed.
2. Click Create new quote.
The Create new quote page is displayed.
Note: The fields marked as Required are mandatory.
3. Select the customer for whom the quote is from the Customer dropdown list. You can also create a new customer by clicking the Create new customer option. For more information, refer to How to Create a New Customer?
4. Select the site for which the quote is for from the Site dropdown list. You can also add a new site by clicking the Add new site option. For more information, refer to How to Add a Site to a Customer?
5. Enter the description for the quote in the Quote name field.
6. Click Create.
The new quote is created.
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