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, Edit or Create a new 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