How do I get back to a quote I already made, in the conversation with Dri?

The conversation works with one quote at a time

The quote leaves the conversation when you end it, when you tap Export or when the conversation expires with time, but it stays saved in Quotes. Nothing is lost: what changes is that it stops being the open quote, and the items you send next, without saying which quote, become a new quote.

To work again on a quote you already made, there are two paths: tell Dri which it is, by day or by position, or open it on screen. Both are below. About ending and starting over, see Start over, end and the conversation commands.

To get back to a quote that has already left the conversation, Dri only searches among the ones in your name as the seller, and that also applies to the company's or the store's administrator. A quote the administrator builds through Dri for a customer with a seller in the portfolio goes in that seller's name, and one for a rep agency customer has no seller; in both cases Dri doesn't find it. Open it in Quotes and use the Seller filter, with the portfolio's seller or with No seller.

Say which it is, by day or by position

Write the word quote, order or estimate along with its day or position, and say what you want to do in the same message. Dri recognizes:

• the day: today, yesterday or the day before yesterday;
• the position: the last, the second to last, the first, the second, always right next to the word quote, order or estimate;
• the number together with the day: "quote 123 from yesterday", without the prefix and the zeros. On its own, the number doesn't take you back.

The last and the second to last count from the newest. The first and the second count from the oldest among the five most recent, and not from the first quote you ever made. When in doubt, prefer the day. Use the day or the position, not both in the same sentence: in "the second quote from yesterday", the position applies, and the day is ignored.

Examples that work:

• "on yesterday's quote, add 3 more AB10371"
• "on today's quote, add 2 more boxes of AB10008"
• "on the estimate from the day before yesterday, remove AB11659"
• "on yesterday's estimate, swap AB10371 for AB10372"
• "open the quote I made yesterday"
• "go back to my last order"

With "open the quote I made yesterday" Dri doesn't create a new quote: she only switches the conversation to the quote you pick, and answers Ok, working on, the quote number and from now on. A lookup-only question, like "what's in yesterday's quote?", doesn't switch the conversation's quote; for that, ask to open it.

Dri asks "Which quote do I change?"

Before changing anything, Dri always confirms which one it is, even when only one quote fits. The question Which quote do I change? comes with up to five options, and each line brings the quote number, the day and time it was created, how many items it has and the total, when it already has a value.

Answer with the line number (2), with the position ("the second one") or with the quote number (COT-000123). Dri applies, on the chosen quote, what you asked in the first message, without you needing to repeat it, and the answer starts with Ok, on and the quote number. From then on the conversation stays on that quote: the next "add 2 more" goes into it.

The request doesn't always go in on the same tap. If Dri can't apply it, she switches to the chosen quote and warns: "I switched to …, but I couldn't apply what you asked. Can you repeat it?". And when the request in the first message wasn't clear enough for her to make the change on her own, the choice only switches the conversation's quote, and she answers "Ok, working on … from now on.". In both cases, repeat the request: it goes into the chosen quote.

Some variations:

• No quote on the day you said. Dri warns and offers the most recent ones: I didn't find a quote from yesterday. These are the most recent ones. Which one do I change?. Check the number before picking.
• The message brings items without saying they are to be added. If you don't use add, include, put more, throw in more, send more or put … on the quote, Dri first asks whether to start a new quote with these items or post them to one of the existing ones, and lists the options. The first is New quote with these items, in case you want a new document.
• Changed your mind. Write "never mind", "forget it" or "cancel". Dri answers Ok, I left it as it was. and nothing changes. With no answer, the question expires on its own in 15 minutes.

Where Dri searches

Dri searches among your 20 most recent quotes where you show as the seller, in the stores you serve or manage. The rule is the same for the seller and for the administrator. It doesn't depend on the conversation where the quote was born: it applies to a quote from a conversation that has already ended.

A quote that isn't in your name as the seller, or that fell behind the 20 most recent, doesn't go into the list. For a seller, that is the case of one the administrator built without a seller. For an administrator, it is the common case: a quote they build for a customer with a seller in the portfolio goes in that seller's name, and one for a rep agency customer has no seller. In those cases, open it on screen.

Only a quote in Draft or Waiting can be changed

Dri only changes a quote with status Draft or Waiting. The question's list may bring documents in other statuses, including orders already confirmed (with an ORD-… number). If you pick one of those, the answer is That quote is no longer available for editing., and nothing changes.

For a seller, tapping Export on WhatsApp puts no lock on the quote: it stays in Draft and can be changed through the conversation. When whoever exports is a company or store administrator, Dri confirms the order on the same tap, and then it locks. The exception is when something is missing to confirm, like the customer: then the quote stays in Draft, can be changed, and Dri says what is missing. See Export the quote as Excel or PDF on WhatsApp.

What locks it is confirming the order or sending the proposal to the customer (status Awaiting customer approval). A proposal that is with the customer goes back to editing on screen, on the first change you make; see Edit a sent proposal: reopen, revise and resend. To redo an order that was already confirmed, use Duplicate on screen. See Whose turn it is, and when the quote freezes and Duplicate and revise a quote.

After it is sent to the customer, the quote only changes by going back to editing on screen, whatever status it is in: Awaiting customer approval, which is the normal one after Send estimate, or Draft and Waiting with the proposal still in the customer's hands. Through the conversation, Dri doesn't add a new product, doesn't add quantity to an item already on the proposal and doesn't remove items: the answer says the quote was sent to the customer, shows the path (open the quote and change it there) and brings the quote's link, and nothing changes. This also applies to Add up on one of Dri's questions answered after the send. After going back to editing, send the items again or adjust them on screen.

If the customer already accepted the version they have, it doesn't go back to editing. In that case Dri points to Duplicate, in Other actions, which creates a new quote with the same items and conditions, and you change that one freely. When the one writing is the buyer, the answer asks them to talk to the seller.

On screen: the message link or the Quotes list

The summary Dri sends when she creates the quote brings a link (🔗) that opens the quote on screen. It logs into your account for about half an hour; after that it still takes you to the quote if that browser is already signed in, or after you sign in again. See Não consigo entrar na minha conta. Without the message at hand, in the menu, under Quotes, use the search box: it accepts the number with or without the prefix and the zeros (COT-000123 or 123) and the customer's name. See The seller's quote list: what shows up, the filters and the search.

The administrator sees everything from the company in Quotes. To find the quote they built through Dri, search by the customer's name or by the number, or use the Seller filter with that customer's portfolio seller, or with No seller. See Cotações na visão do administrador: tudo da empresa e os filtros.

What doesn't work through the conversation yet

While the conversation is open, the quotes built in it can still be called by number, by order or by customer. See When Dri asks, and how to answer. For a quote from a conversation that has already ended, three ways of asking that seem natural don't take you back to it today:

• Typing just the quote number ("COT-000123"). On its own, the number doesn't take you back. Together with the day ("quote 123 from yesterday", without the prefix and the zeros) or as an answer to Dri's list (COT-000123), it picks. Or search the number on screen.
• Asking by the customer's name ("Casa Modelo's quote"). Dri doesn't search for the quote by customer and may answer No active quote. Send a PDF, image or spreadsheet first., which doesn't fit this case. Use the day, or search the customer's name in the Quotes list.
• Sending back the PDF Dri generated. Dri reads the file as a new order: its items become another quote, and the original doesn't change. With another quote open in the conversation, she first asks Add to quote or New quote. What you ask along with it ("remove items AB10008 and AB10371") doesn't reach the original. To adjust the original, say the day ("on today's quote, remove AB10008") or open it through the link.

Common questions

I ended the conversation and want to add an item to today's quote. How do I do it? Say which it is and what to add in the same message: "on today's quote, add 2 more AB10371". Dri asks Which quote do I change?, you answer with the line number, and the item goes in. Or open the quote through the message link and add it on screen.

I sent the quote's PDF back and Dri created another one. What now? The original stays in Quotes, the way it was. The copy can be rejected on screen, in Other actions, Reject. See Cancel an order or reject a quote. Next time, say the quote's day instead of sending the PDF.

Why did Dri say the quote is no longer available? Because the chosen quote is no longer in Draft or Waiting: it was confirmed, became an order, went to the customer or was closed. Through the conversation it can't be changed. On screen, a proposal that is with the customer goes back to editing on the first change; for the others, use Duplicate to create a new one with the same items.

Can I write the quote number for Dri to go back to it? On its own, no. Together with the day, yes: "on quote 123 from yesterday, add 2 more AB10371", without the prefix and the zeros. It also works as an answer to Dri's list (COT-000123). Or say the day or the position ("on yesterday's quote", "on my last order"), or search the number in the Quotes list.

Dri's list doesn't show the quote I want. What do I do? It shows only your most recent quotes where you show as the seller. If the one you're looking for is older or in someone else's name, open it on screen, through the Quotes search.

I'm an administrator and Dri doesn't find the quote I built yesterday. Why? The most common reason is that it went in the name of the customer's portfolio seller, or without a seller, if the customer belongs to a rep agency, and Dri only lists the quotes in your name as the seller. Open it in Quotes, searching by customer or by number, or with the Seller filter, with the portfolio's seller or with No seller.