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Lock Proposal Content from User Editing

Control the content of your proposals by locking sections and elements. Any locked item can’t be disabled or changed when a sales rep creates a new proposal.

  • You can lock elements or sections when creating/editing proposal templates under the Settings > Templates > Proposals.

  • Go the to edit layout page of the proposal and click on the action of either an element or a section. Click Lock Section/Element. A lock icon will apper on any locked section/element.

  • Locking a section will prevent a user from editing or disabling any elements in the section. A user can move the section, but can’t edit the content or move elements within the section.