Editing a quote or invoice through the Assistant
You can ask the Essential Assistant to change a quote or invoice while you're viewing it. Open a draft, open the assistant, and describe the change in plain language, for example adding a line item, updating a quantity or price, applying a discount, or editing the description.
When the assistant has a change ready, it shows a proposal card in the chat. The card has a one-line summary at the top and lists each individual change underneath, such as the lines or discounts being added or updated, so you can review exactly what it intends to do before anything happens.
This proposal flow also applies while the draft's editor is open. When you approve, Essential saves any unsaved edits before applying the proposal. If those edits cannot be saved, correct them first and confirm again. If a saved change affects what the proposal would edit, Essential keeps your saved work and asks you to request a fresh proposal.
Nothing on your quote or invoice changes until you act on the card. Click Confirm to apply the changes to the draft, or Reject to discard them. Either way, the card updates to show the outcome: Applied, Discarded, or, if something went wrong, Couldn't apply. After confirmation, the page refreshes to reflect the new lines, discounts, or description.
Changes run after confirmation even if you close the chat. The open document refreshes when they finish, and changed lines and discounts are highlighted. Older proposals may still show Approve.
The Assistant can only edit a quote or invoice while it's a draft. Once it's finalized, signed, sent, or otherwise out of draft, the Assistant won't propose changes to it - get it back to a draft first if you need to make further edits. If you ever want to undo an applied change, you can ask the assistant for a follow-up edit and approve that proposal too.
Where to find it: Open the Essential Assistant from any quote or invoice draft. Ask it to change the draft, then use the Confirm or Reject buttons on the proposal card that appears in the chat.
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