How To Set A Limit To The Number Of Times A Sales Quote Can Be Viewed By A Customer

Once you have finished creating a sales quote, you need to take a look at how this will look when the customer views it, and of it looks great then send to your customer

QuoteCloud provides an easy method to create a link to your sales quote for customers or colleagues to open the document. Your sales teams can share a sales quote before being finalised to confirm specific details etc. with other team members or as a tentative document with the client.  If you are sending your sales quote to your customer, you may choose to email the link to your document by a difference email account, SMS or other types of communication method.

To restrict a document from being viewed multiple or being shared among other people, setting a limit to the number of times the document can be viewed can be a very useful security option.

Providing access to a proposal document is a necessity, however, ensuring this is done securely is imperative. To restrict a document from being viewed after a certain date and time, this can be set through setting the security options for a shared link.

To help make your sales quotes as presentable and descriptive as possible, QuoteCloud offers the ability to include images within your sales quotes. These can be your own images you upload, or images selected from a wide range of stock footage made available through the Unsplash integration with QuoteCloud.

If you need to resend a sales quote to a customer or forward to more customer contacts, follow these instructions