Password protection for quotes
We are looking for the ability to set a simple password protection on quotes as an alternative to using the existing SSO methods. This would be a preferred method for a large number of our customers and would be a vital compliance benefit to essentially password protect an anonymous quote link.
A toggle at quote level would be preferred.
Passwords could be randomly generated or user defined and available as a variable so it can be included in Emails to the customer.
Log in to comment and vote
No comments yet
Be the first to share your thoughts.