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Password Protect a Sales Quote


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.

 

First create or edit a sales quote. 

Click on the  ... More button in the tool bar 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 sales 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

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