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How To Set A Limit To The Number Of Times A Sales Quote Can Be Viewed By A Customer

To restrict a document from being viewed multiple or being shared among other people, setting a limit to the number of times the document can be viewed can be a very useful security option.

When selecting to share a document, a shareable link will be created. This link can be restricted by following the below steps.

QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - How To Set A Limit To The Number Of Times A Sales Quote Can Be Viewed By A Customer - illustration 697961aa-8ccf-49f3-91ea-25f0bdf26412

To set the security restrictions for the link, click on Edit security settings for this link.

QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - How To Set A Limit To The Number Of Times A Sales Quote Can Be Viewed By A Customer - illustration e47c252e-e8ad-47b1-a2b3-6f935d9032bb

All or none of the security settings are able to be set depending on the specific viewing restrictions required. These options include:

  • Expiry Date
  • Expiry Time
  • Password Required
  • Number of Views

For the purpose of this example, we are wanting to restrict access to the document after 5 views, so '5' has been entered in the Limit number of views field.

Be sure to click Save. You are now able to securely share the copied link.

QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - How To Set A Limit To The Number Of Times A Sales Quote Can Be Viewed By A Customer - illustration 06556154-015d-41d6-b225-a66ce68f12b2

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