Restrict editing of content blocks
DOCUMENT VERSION CONTROL SOFTWARE
Lock content blocks on critical documents
Protect sensitive information and prevent unauthorized access. Content locking in PandaDoc gives you complete control of your documents to reduce errors and costly mistakes.
Over 50,000 companies use PandaDoc tools to build incredible documents
What is content locking?
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.
Why use content locking?
Help reps streamline quotes and proposals
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.
Minimize changes to approved content
Content locking and version control prevent conflicting edits by multiple users. Teams can work collaboratively, safeguard approved content, and maintain consistency and accountability.
Ensure that essential content stays compliant
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.
Stay in control of your content
Protect specific layouts and language
With content locking, you control who can edit specific content blocks, keeping mandatory disclaimers and legal terms where they should be.
Collaborate without editorial chaos
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.
Maintain integrity within your content library
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.
Use permission controls to limit access
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.
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Lock down your most critical content
Documents
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.
Forms
Create error-free forms with document version control. Tracked changes help teams review edits to form fields, and content locking prevents multiple people from editing at once. Save previous versions and revert back in the event of unwanted changes.
Pricing tables
Pricing data can vary by product or service line. Help reps avoid errors in sales quotes and proposals by locking down your pricing tables.
Templates
Pre-made templates save time when creating documents, but what happens if sections are accidentally moved or deleted? Content locking prevents unintended changes, while version control allows you to restore the original template if something goes wrong. These features keep your templates organized, accurate, and ready to use.
Learn how to protect critical content
Keep your content accurate and secure
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Frequently asked questions
What plans offer content locking?
Content locking and document version control are available in our business and enterprise plans. Contact our sales team for more details.
What content can be locked?
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.
How do I lock and unlock my content?
To enable content locking, navigate to Marketplace > Content Management.” When you locate “Content Locking,” select Install add-on.
Is my content locked across my entire workspace?
Yes. Only managers and admins have the ability to unlock assets, so content remains locked across workspaces.