The Create a Quick Quote action menu item allows you to create a project, Process the Order & Create PO's all inside of one window. The criteria for using this window to create a project using the Quick Quote window is whether or not this project will have multiple phases to it. In general, this window is used for very simple projects with just a few line items. An example of when you might use a Quick Quote is for Walk-In sales.
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You also want to be sure to set the Default Terms of Sale and Default Bill To (if applicable) ahead of time so this info also auto-populates for you.
Note: The bill to and end user default to the company you created the Quick Quote from, while the ship to is blank and will use the default Ship To set by the administrator or ship to the current end user.
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