It's looking really nice so far - although as someone who pulls together quotes there is some way you have to go for it to be an MVP for me personally. A little feedback if you want:
* Autocomplete of customer name does not seem to work. If I put in part of the customer name and then click the name, it seems to complete but will then not allow me to save the quote. In fact, I do not seem to be able to make a quote at the moment without going through 'customers'.
* Unsure what Active / Passive is. No obvious way to change a quote between the two, or set a quote to be in either.
* Would be good to change the unit rather than everything be in 'items' - i.e. 5 m2, $32 per m2.
* There is no single workflow for creating an invoice for a customer. I would expect to be able to create the customer & invoice in 'one shot'. I made an invoice first, then couldn't save it without adding a customer - so I had to go and open a new tab so as to not loose the quote. This is a bit unintuitive.
* There is no way to reorder items. If I have 4 items for installing a door (cost of door, cost of handle, cost of frame, labour) and want to add 'cost of hinges', it will either appear after labour which doesn't make sense from a flow perspective, or have to delete labour and then put it in.
* No way to provide subtotals - in the example above I would like to subtotal parts vs installation labour.
* There is no way to edit a line item in an existing quote without deleting the line and creating a new one. This is particularly problematic if I want it on the top line of the quote, as it means you have to delete all line items to make sure it is the first (no reordering)
* Would be good to write the email to the customer rather than it look like a generic mailshot - like "Hi Dave, As discussed during our phone call please see the quotation attached. Cheers, Barry".
* No way to apply charges at the final line level (i.e. 5% payment processing for above lines)