Quote screen has an option to Create a New Customer by clicking on the icon highlighted below. When the record is Saved the Customer record can be used instantly.

When you click the Add Customer icon, the Add Customer screen will be displayed

Enter the customer information and click Save

Quote screen will be displayed with customer information prefilled.

The Customer Account Status will be created as Quote by default. This can be modified as and when needed.

Quote Template screen: This new setting toggle button is new. It changes the Zone List report so it only shows the ITEMS on the quote if they have a Zone Number or a Zone Type entered. ( Fire & Security users only)