> For the complete documentation index, see [llms.txt](https://learn.withessential.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://learn.withessential.com/administration/using-the-essential-assistant/editing-a-quote-or-invoice-through-the-assistant.md). # 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. Nothing on your quote or invoice changes until you act on the card. Click Approve 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 Approve, the page refreshes to reflect the new lines, discounts, or description. 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 Approve or Reject buttons on the proposal card that appears in the chat. ## Related guides * [Using the Essential Assistant](/administration/using-the-essential-assistant.md) * [What your customers see in the Customer Portal](/administration/what-your-customers-see-in-the-customer-portal.md) * [The property-access form your customers fill out to approve, deny, or redirect upcoming work](/administration/what-your-customers-see-in-the-customer-portal/the-property-access-form-your-customers-fill-out-to-approve-deny-or-redirect-upcoming-work.md) * [What the Essential Assistant can and can't do](/administration/using-the-essential-assistant/what-the-essential-assistant-can-and-cant-do.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://learn.withessential.com/administration/using-the-essential-assistant/editing-a-quote-or-invoice-through-the-assistant.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.