Wireframe · Step 03 — Quote Details

This screen captures quote-level customer, order-type, contact, and sales-representative information for the full quote.

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Customer and Work Order Information
Quote Details
Quote Name
Door 1
Description
Door 1 of 2
Contact Information
Date
April 16, 2026
Order Type
Order
QuoteValid for 30 days
Customer Name
DOOR PRO AMERICA
Address Line 1
999 LAKE DRIVE
Address Line 2
Optional
City
ISSAQUAH
State
WA
Postal Code
98027
Phone
4252146608
Email
customer@example.com
Sales Representative
Rep Name
Adriaan SDK
Rep Phone
Tap to populate from user profile
Signature

Quote-level reframing

This form should clearly represent the quote as a parent record, not an individual door.

Design direction

Change to enforce

The quote name should represent the whole quote, even if it contains multiple doors and openers. It should not default to “Door 1” style naming anymore.