Nice project. I played around for a few minutes and compiled a small list of thoughts:
- I like thought the initial dashboard process was nice. The 5-step walk through got me up to speed and had me creating a proposal in no time.
- I really like that the customer can view the proposal and have a discussion with you regarding the proposal without a need to create an account of their own.
- The discussion button and accept/reject buttons (on the client/customer view) were not immediately obvious to me. The green "Accept Proposal" button immediately grabbed my attention and I was not aware of any other options for a moment.
- A good way to see a preview with some dummy data would be nice when actually designing the template.
- Modifying the template (at a client's request) feels a bit awkward to me. I may be going about it incorrectly. My process was:
* Click Edit
* Accept the pop up that tells me the proposal will be unavailable
* Click on "Price"
* Change the Info
* Click Send to move to the "Send"
* Click Send (again) to send the proposal message again.
- Nice site design and application design. With the exception of the above mentioned "editing" issue, everything felt pretty intuitive.