Clearly you need to create a linetype and order field in your quotes table, then do a bit of nifty scripting to control the portal.
You'll be able to manage something like 1, 2 and 5 with scripts. 3 could be trickier - you'd be better using a preview with sub-summaries in the quotes table, rather than using a portal.t just blows the data model totally.
4 just seems to me like a case of fuzzy thinking. Why ever would you want to have notes *in* your quotes table?! Attached to it I can understand, but putting them *in* the portal?!
:badidea: