Limit line item editing when creating quotes

Hi everyone,

Is there a way to limit/turn off the ability for users to edit line item properties when creating a quote?

We have a product library set up that our sales team uses to creat quotes. However, I’ve been seeing quite a few quotes where the default sales price has been reduced (rather than using a discount) or the name, billing duration etc. of the line item has been changed. I couldn’t find a way to limit editing rights of these properties. I am aware that I could introduce quote approvals, but I’d like to avoid this if possible.

Any workarounds?

Hi @Fexxi,

Good news! There’s already a public beta for this:

Bad news…it appears to be Enterprise specific, so if you have Pro only, you’ll still be limited.

Josh