I've spent some time on the quote interface trying to weigh off a very simple interface (such that first time users aren't turned off) against the flexibility of a system which caters for different types of business.
Oracle, for example, has an interface which is far too complex with too many options. Most online invoicing systems aren't going to be viable most of the time because they are just too simple.
The way I have tried to get around this is with context-sensitive tabs. You see the basics by default, but you can click a tab to see more. When you are editing a quote header, there is one set of tabs, and when you are editing the lines, the tabs change.
All best explained in the video below.
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