Password Protection on Quotes

What is it?

Sellers can require buyers to enter a password before viewing a quote. This gives admin and reps control over who can access sensitive quote information.

Admins can enforce this across the entire portal or leave it optional, allowing reps to decide on a quote-by-quote basis.

Why does it matter?

Quotes often include sensitive information—pricing, terms, and company details that should only reach the right people. Until now, anyone with the link could view a quote, with no way to control or verify access. For regulated industries or high-stakes deals, that’s a real risk.

Password protection fixes this. Sellers can share quotes with confidence. Buyers get a clear, professional experience that reinforces trust. And admins can enforce consistent security standards across every rep and every quote.

How does it work?

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Admin Configuration (Quote Settings)

1. Go to Settings → Commerce → Quotes.
2. In the Buyer Authentication section, choose one of three options:
   • No authentication: quotes stay publicly accessible via link (default, no change)
   • Optional authentication: reps can choose to add a password per quote
   • Required authentication: every quote must have a password before it can be published and shared
3. Save.

Setting a Password on a Quote

1. Open a quote draft and go to the Parties section
2. Click Edit password under "Buyer authentication" — a secure password is set by default, or enter a custom one (8-character minimum)
3. Save. The password is automatically included in the quote email sent to the buyer, no need to send it separately.

Buyer Experience

1. Buyer receives the quote link and password via email.
2. When they open the link, they enter their email address and password to view the quote.

Important Note

⚠️ PDF downloads are not password-protected. Password protection only applies to buyers accessing the quote via the shareable quote link.

⚠️ Authentication is by password only. The system does not currently verify the buyer's identity against their CRM contact record. Contact-based authentication (magic links) is planned for a future milestone.

⚠️ Passwords are not inherited across quote types. If a quote is converted to a change or renewal quote, a new password must be set.

Who gets it?

Commerce Hub Professional, Commerce Hub Enterprise