Here's how to create a quote:

1. Go to Quotes and open "Create quote"
2. Select a customer and, if useful, link a project
3. Add the quote lines with description, quantity, price, and VAT
4. In the Quote Details card, set the quote date and "Valid until" date
5. Use "Save as Draft" if you still need to review it, or "Finalize" when the quote is ready
6. After saving, open the quote detail page to preview or send it

Tip: Quotes stay separate from invoices until you convert one.