# Edit a sent proposal: reopen, revise and resend

> How to edit a proposal that is with the customer again (just change it and confirm the warning), revise and resend the next version, and who can do each step.

Source: https://vendria.com/en/ajuda/retomar-uma-proposta-enviada

## Where to find it

In the menu, under **Quotes**, open the quote that is with the customer. At the top of the
page, right below the change strip when there is one, the blue
**Quote sent** strip shows, with the version that was sent. For whoever can edit,
it says you can keep editing: the changes are recorded and go into the
next version. The **X** closes the strip until a new version is sent; for
whoever can edit, a short line with the same sentence stays in its place.

There is no reopen button at the top of the page: you work directly on what you want
to change. Each item's quantity already shows as a field, just type the new
number (on an order allocated among branches it stays as text, because it is the sum of the
branches). For the rest (a price, a condition), click what you want to change. Next
to the black button sits
**Send estimate**, which doesn't touch the quote: it reopens the delivery options for the
version the customer already has.

## Why the sent quote doesn't change on its own

After **Send estimate**, what the customer received is kept as a
version, so the number doesn't change under them: they may have forwarded
that PDF for internal approval. While the proposal is with them, nothing
changes without you confirming.

On the first change (a new number in a quantity, or a click on something in the
quote), the **Go back to editing this quote?** warning shows, saying that the
version the customer has stops being valid. If the change was a typed
quantity, the warning shows which (for example, from 5 to 8). **Edit estimate**
confirms: the quote goes back to your company, the quantity you typed is already
saved and you keep editing. **Cancel** leaves everything as it is, the field
goes back to the sent number and the proposal stays with the customer.

## Who can go back to editing a proposal that is with the customer

Whoever can **edit** the quote: its seller, the administrator, the company
owner and whoever serves through the rep agency. If the customer asked for a change, you
open the quote yourself and change it. For whoever can't edit, the blue strip says
to ask someone who can, and the click doesn't open the warning.

## What is lost when you go back to editing

Going back to editing has a cost for the customer, and that is why the warning asks
first:

- the proposal (version N) they have in hand stops being valid, and their link
  starts showing "under revision";
- the validity isn't extended: the resend is a new version, with a new
  14-day validity.

You lose **no** prices. When you go back to editing, each line keeps
the price that was sent, even if the table changed since the send: a line
whose price today is different gets the **✓ Negotiated** badge (hovering over it, it
says *from the sent version*), and only changes if you change it. To use today's price on a
line, click **undo** on the badge. The
exception is a sent price that breaks the discount limit the store authorizes today:
that line stays at today's price, and the message confirming the reopening says which
ones they are, for you to decide.

The warning shows only once. After it is confirmed, the quote shows as **Under
revision · version N** (it is your company's turn, and N is the version that will go out on the next
send), and the following changes accumulate normally until you send
again. The yellow changes strip follows each change right away, while
you edit: on the first edit the strip's title is **This quote is being
changed after it was sent.**, with the line **Editing now: the changes go
into the next version when you send.**

## Go back to editing an expired proposal

When the validity passes without an answer, the quote becomes **Expired**. You go back to
editing the same way: open the quote and click what you want to change. At the top of the
expired quote the line *"This quote has expired. To revise and resend,
click what you want to change."* shows. The warning says
the validity has passed and that the next send goes out with a new deadline; **Edit
estimate** confirms, and the resend will be the next version, with 14 new days of
validity.

The expired quote goes back to **Draft**, ready to be revised and resent.
The other ways out for an expired proposal are rejecting it or duplicating it.

## From the keyboard

Without a mouse, use **Tab** to reach the quote block (it gets an outline) and press
**Enter** or **Space**: the same warning opens. On the buttons and links inside the
quote, Enter does what it always did.

## When the customer asks for a change

Through the proposal link, the customer has the **Request change** button, with a note
to say what they want. That request hands the quote back to your company the same way
as reopening: their version stops being valid, the quote shows as **Under
revision** and comes back with the prices that were sent. Their note is recorded
on the version. On an expired quote the request is recorded, and it goes back to editing
when you open it, as above.

When the customer asks outside the system (in the WhatsApp conversation, by email, by
phone), nothing changes on its own: the quote stays on the customer's turn until someone
in-house opens it, changes what they asked for and confirms the warning. Then it is revise and
resend.

## The record of changes after sending

Every change made to a quote that already went to the customer is recorded, and,
until the quote is confirmed, the page shows an amber strip:

- *"This quote was changed after it was sent."* (or *"… 3 times …"*). While
  the first edit hasn't been sent yet, the title reads **is being changed**, and the
  edit in progress doesn't count as one of the times;
- the total before → after, when it changed;
- **Last change by <name> on <date>**, or, with the edit open, **Editing
  now: the changes go into the next version when you send.**;
- **See the N changes**, which opens what changed: **Removed** lines,
  **Added**, quantity and total of each changed line, distribution among
  branches and commercial conditions.

The **X** in the corner closes the strip for good on that quote, in the browser where
you clicked. After the quote is confirmed, the strip doesn't show anymore. The
file the customer received is still at the **Version PDF (vN)** link, at the top
of the page.

When the document was never sent, but it was the buyer themselves who built it
and sent it through the portal, the strip is gray, with the title **Change record**, and
says *"The buyer is waiting for an answer to the order they sent."*

If someone else changes one of your quotes after the send, you get a notice in the
Vendria bell.

## Resend: the next version

Revising doesn't notify the customer on its own. For them to have the new proposal, use
the **Send estimate** button again: it generates the next version (v2, v3…), with a new
14-day validity, which replaces the previous one. When the window opens before sending,
it warns: *"The customer has already received 1 version of this estimate. This send
replaces the previous one."* Then deliver the new version's PDF. See [Send estimate: freeze and deliver the PDF to the customer](/en/ajuda/enviar-para-conferencia-pela-tela).

Earlier versions don't disappear: each one is kept, and the **Version PDF**
of any of them can be downloaded again.

## Go back to editing or duplicate

- **Go back to editing** changes the SAME proposal: the conversation goes on, the number is the
  same, and the customer gets the next version.
- **Duplicate** creates a new quote and doesn't touch the original. Use it when it is another
  sale, or when the document was already confirmed, rejected or canceled. See
  [Duplicate and revise a quote](/en/ajuda/duplicar-e-revisar-uma-cotacao).

## Common questions

- **I'm looking for the "Edit estimate" button and can't find it.** It left the top of the
  page: just click what you want to change. "Edit estimate" is now the button
  on the warning that shows on that first click.
- **I clicked and nothing happened.** Only whoever can edit the quote can go back to
  editing it, and only while there is something to reopen: the proposal with the customer or
  expired. The page's buttons, tabs and links keep doing what they already did
  (download the PDF, switch tabs, check in the ERP) and don't open the warning. Dragging
  to select and copy a code doesn't either: click the item's text.
- **I clicked by accident and the warning showed up.** Use **Cancel**: nothing changes, and the
  proposal stays with the customer.
- **The customer confirmed the old version after we went back to editing.** The
  old version stopped being valid: they can no longer confirm through it.
  Resend the new version and record its acceptance.
- **Can I just extend the deadline?** No. The validity doesn't stretch; the resend
  starts 14 new days, counted from it.
- **The proposal was already accepted.** An accepted proposal doesn't go back to editing: the
  order is confirmed.