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Locked sections

Which parts of a document customers can edit, and which they can only ask to change.

2 sections · 3 screenshots

On this page

What's locked by default

Customers can suggest edits to text blocks. Blocks that carry numbers or signatures are locked, so the customer can only request a change:

  • Pricing table
  • Payment schedule
  • Signature block
A locked Investment section showing Request a change
On a locked section the customer sees: This section can't be edited directly. Describe what you need and the sender will update it.

Handling a request on a locked section

  1. Read the request in Questions & changes.
  2. Make the change where it belongs: on the quote in Salesforce, or on a revision of the document.
  3. Choose Resolve on the request, add a note for the customer and choose Mark resolved. Or choose Decline and say why.
A change request on the locked Investment section, with Resolve, Decline and Reply
The request in Questions & changes, marked with the section it's about.
Resolving the request with a note: the updated version splits the fee 50/50, and Mark resolved
Resolve with a note to the customer.

On the website: No CRM needed·Pricing