here are a number of ways to create a Quote,

From within the Management Portal,


  1.  Select CRM from the top menu bar.
  2. From the drop-down select Quotes.
  3. On the right hand side of the Quotes page select +New Quote.



To create Quotes from the App,

  1. Select the Accounts Icon.
  2. Choose Quotes from the Accounts Options.
  3. Press the + button in the bottom right hand corner of the App screen.