Password Protect a Sales Quote


There may be occasions where the content of a sales quote or sales proposal is highly confidential, and you would like to make sure that only the sales quote recipient can open the document.

 

First, create or edit a sales quote. 

Click on the  ... More button in the toolbar on the right, as shown below.

A slide-out menu will appear on the right, select the option Document Settings, as shown below.

The Document Setting modal will appear; type the password for this sale quote in the Protect Password input field.

Click on the Save button.

Related User Guide Topics

Password Protect a Sales Quote
10 Mar 2021
There may be occassions where the content of a sales quote or sales propsal is highly confidential and you would like to make sure that only the sales quote recipient can open the document.

Getting Started

QuoteCloud 2013-2021 Copyright all rights reserved