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We want to control unlocking for shared proposals that are under customer review, or for accepted proposals that need revision? Because we realized if someone unlocks and make a change it changes the live proposal that the customer has already viewed. So then when the customer goes back the original version no longer exist.
I would like you to consider adding this to your future enhancements. That a user would have to ask an upper manger to unlock the proposal. Then the manager can validate the the unlock is truly necessary. What we are doing is creating a different version vs modifying the existing so we do not appear to be sketchy to our customers. They get freaked out wondering how their original proposal disappeared. This would stop staff from accidentally forgetting to create a new one and start modifying the existing one.
