Restrict Module Editing Using Quote Templates

What it is

Admins can now lock and hide specific modules within quote templates, preventing reps from editing those sections on individual quotes. Supported modules include rich text sections like cover letters, executive summaries, and terms and conditions, plus Writer sections and custom-coded modules. This is live for Commerce Hub Professional and Enterprise.

Why it matters

Legal terms and pricing language should not be one optimistic rep edit away from a compliance problem. Locked modules keep quotes consistent without admins reviewing every send, which is the kind of guardrail that lets you give reps more quoting freedom everywhere else.