New Feature: Password-protected Access to a Proposal

password-protected access to the proposal

The feature appears at the last step of proposal creation

Per user request, we decided to add an option to protect proposals with an additional level of security by allowing clients to view them, only after entering a security code. Basically, you’ll be able to enter a security code that the customer will have to key-in to view the proposal.

Before, we were offering only one layer of protection, by making a unique hashed URL that allowed accessing and viewing the proposal. Now there’s this extra feature that might be useful if you need your data to be 200% secure.

clients view on a password protected proposal

This what the client will see before accessing a proposal



I am a geek and co-founder of Quote Roller. I love building things from scratch and making work easier. You can ping me via twitter @mikitamikado

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