To create a quote without first creating a presentation you can create a Project, then create the quote.

First click on Projects in the main tool bar, then click on Projects.

Next, click on the "Create a Project" button.

When creating a new presentation, there are three required fields: Project Name, Company Name, and Event Type. If this presentation is for a company that has already been added to your CRM, begin typing in the Company Name box. As you type, companies which match the entered text will appear and you can click on a company's name to select them. If the company is not listed in your CRM, type their name and then click on the Create New Company option at the bottom of the available options. After filling out the Project details, click Creaet Project.

To begin a quote, open the project and click on the "Create a New Quote" button in the Overview tab.

In the Create a New Quote for Project window, fill in as much information as possible. Please note that the Quote Date, Sales Person, and Order Contact are required. Once you are finished filling in the fields, click on the "Create" button.

Once you the Quote has been created it will open to the quote detail page in the Quotes section. Next, add products and/or services to the quote.