Step 02 · Quote Workspace

This is the key structural change. A quote opens into a workspace that mixes quote-level sections and peer-level line items for doors and openers.

← Flow
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10:46●●● 100%
Quote A
Shared sections + line items
Quote-level
Quote Details
Customer, work order, quote name
Door 1
Draft
Door 2
Draft
Opener 1
Pending

Quote Workspace

The user asked for a second list after tapping a quote. That list becomes the canonical quote workspace. It should show the quote-level sections first, then the line items that belong to the quote.

Sections Required

  • Quote Details
  • Job Conditions
  • Disclosures & Signatures
  • Door 1..N
  • Opener 1..N

Behavior

  • Doors and openers sit at the same hierarchy level.
  • Each line item has its own editor and completion state.
  • The quote object remains the parent container.
This screen is the new navigation hub. If it is weak, the rest of the restructure will feel fragmented.