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.