Step 1. Select your project  
Step 2. From your Project view, open your diagram

Step 3. Click the +Add button to the right of Quote at the top right of your window

Step 3a: You may also create a quote broken out by room

Step 3b: all the same display options are included with your quote

Step 4. Select the products you wish to add to your Quote and select Save

Step 5. On the Quote worksheet section, you can fill in the necessary Quote information and also edit your Item Details: 

Step 6. Click on Save to proceed


After saving, you will now be brought into the preview screen of your newly-created Quote: 

Method 2
Step 1. Click on the Projects tab and select your project
Step 2. Click the "+ Add button" to the right of the Quotes tab on the upper right corner of your window

How to customize the columns/show which columns display on your quote worksheet
Step 1. Go to your Quotes or Jobs tab depending on where your worksheet data is tied, and open the quote or job you're working on

Step 2. Hover over the the Customize button with the gear icon at the top of your quote and click Display Options.



Step 3. Left click the toggle switches to the right of each setting to choose which columns to show.