Sometimes, a customer is interested only in learning the price of the cabinets. If this is the case, you can speed up the process and skip the initial step 1. Simply click on the Quick Proposal button instead of the New Proposal.

However, if you decide to save this Quick Proposal, you will be asked to enter data from the initial step of creating a proposal.

This is a quicker and simpler way to show the estimate to the customer who may not be a serious buyer but also leaves you an option to turn it into a New Proposal if your customer becomes a serious buyer.