Whose turn it is, and when the quote freezes

What it is

Whose turn the system considers it to be on a document that is waiting, and why that, and not the status, is what decides whether you can change it.

The question the status alone does not answer

"Waiting" can be two opposite things: the company owing the customer an answer, or the customer owing the company an answer. What tells them apart is the live sent version.

• There is a live sent version → the proposal is with the customer. It is their turn, and the document shows as Waiting for the customer.
• There is not → it is the company's turn. Either the customer submitted it, or the company sent the document back to editing to revise it.

It is not a field someone marks by hand: it is derived from the fact.

What the "sent version" is

When the proposal is sent, the system takes a snapshot of the whole document and keeps with it the exact bytes of the PDF the customer received.

This exists because the quote the customer has in hand is a link to a live document. Without the snapshot, the company would edit, the price would reprice, and the number they forwarded for internal approval would change under them, without warning and without anyone having decided it.

In a dispute like "you sent me R$ 500", the answer is the file from that day, retrievable byte by byte, not a reconstruction that today's code would do differently.

There is at most one live version per document. The earlier ones are not deleted: they are marked as superseded, and that is what gives the history: version 2 exists because version 1 exists as superseded.

Frozen: what you cannot do

With the proposal in the customer's hands, the document is not editable and does not reprice. This is not a generic "closed document" lock: it is "it is with someone". Confirmed and canceled are locked too, but for another reason: they are finished.

Unfreezing

To change a proposal that is already with the customer, there are four steps:

1. Open the quote and type the new quantity in the field, or click what you want to change. A notice asks Go back to editing this quote?, and Edit estimate confirms (the typed quantity is already saved): the version the customer has becomes superseded, the turn goes back to the company and the price unlocks with it. Cancel leaves everything as it is.
2. Revise the quote.
3. Freeze it again with Send estimate, which generates the next version (v2, v3…) and replaces the previous one.
4. Deliver the PDF of the new version to the customer. They are not notified on their own: neither revising nor freezing notifies the customer, and until they receive the new PDF they still have the superseded version.

While the quote is frozen, the Send estimate that shows at the top of the page is the one for the version the customer already has: it only reopens the delivery options for that version, it does not freeze again and does not generate a new version.

Whoever goes back to editing is whoever can edit the quote (its seller, the administrator, the owner), not anyone who opens the screen. The notice shows only on the first change; after that, changes pile up until the next sending. The buyer does not see the notice: for them, the click reopens nothing.

When the customer asks for a change, they reply to you outside the system: in the WhatsApp conversation, by email, by phone. That does not unfreeze anything on its own: the document stays on the customer's turn until someone at the company goes back to editing it and follows the steps above. See Edit a sent proposal: reopen, revise and resend.

The practical consequence: after going back to editing, the proposal the customer has is no longer the current one. If they reply about it, it is the superseded version they are quoting, and the history shows that.