The Preliminary Quote option, if checked,  will allow the user to create a quote without any contact information entered.

 

Here are the steps in creating a preliminary quote.

  1. Open the Sales | Sales Orders menu, and click New button on the integrated search grid to open a new screen. 
  2. Check the Quote checkbox button.
  3. Check the Preliminary Quote checkbox button.
  4. On header area, enter the Terms and Due Date.
  5. Add details on grid. Refer to Quote | Field Description | Grid Details to help you in filling out the fields.
  6. Save the record.

Here is sample Preliminary Quote.

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