This video explains how you create quotations and proforma orders in the system. The main difference is that when the sales order is saved stock will be assigned to a proforma order but not to a quotation. Both these types of order will need to be converted to a sales order and payment added before they can be shipped. A step by step guide can be found below the sales order.
Steps
Create a new Sales Order .
Ensure the order is in Edit mode.
Use the Type drop down to select Proforma Order or Quotation .