Ability to Lock Specific Estimate Page Layouts from Salesmen Editing
Create a feature where the admin that created the estimate template can LOCK certain pages, so that a sales rep cannot edit them in the field (either by accident or on purpose). The best example would be the Home Improvement Contract/Terms and Conditions. I would never want my salesmen editing that.
6
votes
Jon Loveland
shared this idea
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Mason Scott commented
I think this deserves more attention that it's getting. It's a gigantic security risk to allow every SumoQuote user to change the language, delete it, or use an out of date version. Especially now with Simple Estimates, it's totally up to the sales rep to copy and paste any legal language into the footer... that's ridiculous.