Protect sensitive information and prevent unauthorized access. Content locking in PandaDoc gives you complete control of your documents to reduce errors and costly mistakes.
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Content locking in PandaDoc lets you “lock down” your documents to restrict team members from making unauthorized edits or moving or deleting content blocks. Only admins and managers can unlock content, so no changes can be made without your permission.
Contracts and sales proposals need to be tailored for prospects, but certain information is standardized across documents. Safeguard these sections from accidental edits or deletions, allowing reps to focus their time on customizing only what’s necessary.
Content locking and version control prevent conflicting edits by multiple users. Teams can work collaboratively, safeguard approved content, and maintain consistency and accountability.
Contracts and legal documents include must-have components for compliance and regulations. Content locking prevents users from making changes to specific content blocks or templates, ensuring the credibility and security of your documents.
With content locking, you control who can edit specific content blocks, keeping mandatory disclaimers and legal terms where they should be.
Help teams work efficiently while minimizing errors and conflicts. Document version control ensures team members are working on the latest iteration to prevent duplication and conflicting edits. Content locking helps teams avoid confusion and mistakes by preventing accidental changes.
Content locking ensures your templates stay exactly how you need them — organized, consistent, and ready to reuse. Lock down key sections to prevent unwanted changes, so you can copy templates and save time on repetitive tasks.
You have full control over who can access and edit entire documents and specific content blocks. With user permissions, you can be confident that only the right team members can access sensitive documents and data.
PandaDoc is making this so much more efficient than it once was. The Hiring Packages are a breeze to send to candidates… this would’ve been a time-consuming administrative burden if it weren’t for PandaDoc.
Kelsey Boyd
Director of Business Systems & Processes
Have an approved format? Set it and forget it. Content locking means no one can edit, move, or delete content blocks. Some contracts and agreements require specific language or must-have components. Locking these sections means nothing gets lost during editing or approvals. Plus, tracked changes, audit trails, and version control let you monitor any and all activity in your documents.
Sales
From talking to prospects to creating quotes, your sales reps juggle a lot. Save them time by locking content blocks and payment terms in proposals so they can focus only on the sections that need their input.
Restrict editing of content blocks
Lock columns in a pricing table
Build better content blocks
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Content locking and document version control are available in our business and enterprise plans. Contact our sales team for more details.
This feature allows you to lock any elements in your content builder blocks, including precinct tables, quote builder, and text fields. You can also lock content in content library items, templates, and new documents.
To enable content locking, navigate to Marketplace > Content Management.” When you locate “Content Locking,” select Install add-on.
Yes. Only managers and admins have the ability to unlock assets, so content remains locked across workspaces.
