Locking content blocks to prevent accidental editing

Locking a content block in QuoteCloud’s Company Content Library prevents other users from editing that block. It preserves approved wording—such as branding, legal text, templates, or pricing notes—so those items can’t be changed accidentally or without the correct permissions.

Open the Company Content Library, select the content block you want to protect, and apply the lock option. Once the lock is applied, the block cannot be edited inside the library (or within documents) until an authorized user unlocks it.

To unlock a block, navigate to the same block in the Company Content Library and choose the unlock option. Unlocking requires the same elevated permissions used to apply the lock, so only administrators or other permitted users can remove it.

Typically, only administrators or users who have been granted sufficient permissions can lock or unlock blocks in the Company Content Library. Locks are enforced by role-based permissions so control over protected materials stays with the right people or teams.

Yes. Locked blocks can be dragged into and used within documents produced by QuoteCloud, but they remain non-editable. This ensures consistent, approved language appears in quotes and proposals generated by your sales quoting software or proposal software.

Locking helps maintain brand consistency and content accuracy by preventing unauthorized or accidental changes to approved wording, templates, pricing notes, legal disclaimers, and other critical items. For teams using sales proposal software or quote software, it’s an efficient way to protect important content across every document.

Use locks for high-risk content (legal text, pricing rules, templates) and keep clear naming and versioning conventions so users know when content was approved. Establish a lightweight review/approval workflow and assign a small set of administrators to manage locks. When editable variants are needed, create a duplicate editable block rather than unlocking the approved version.

First confirm whether the block is locked by checking the Company Content Library. If it is locked, verify your user role and permissions; only admins or permitted users can unlock. If you need an editable version immediately, request that an administrator unlock or duplicate the block, or have them create a separate editable copy. If problems persist, contact your QuoteCloud administrator for assistance.