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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.

QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Password Protect a Sales Quote - illustration 353b51ad-3856-44b0-b597-ac34a8d1d87a

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

QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Password Protect a Sales Quote - illustration 606d0f10-b9b0-4cd4-9a0a-2ede4c39a8cc

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

Click on the Save button.

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Related User Guide Topics

Password Protect a Sales Quote
Password Protect a Sales Quote
12 Mar 2022
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.