Limit quote access (password protect, etc.)

A suggestion here for the forum based on working with customers.

Quotes link should have privacy options before sending out. e.g. either anyone can view or only emailed contacts can view. Similarily password-protected for additional security.

HubSpot updates
Apr 7, 2020

Hi @gcummins and @krishnag! I'll ask that you go upvote https://community.hubspot.com/t5/HubSpot-Ideas/Add-external-PDFs-into-quotes-for-signature/idi-p/310229 to support the idea of being able to sign additional documents as part of a Quote. We'll make this one just about those privacy options in point 1.

4 Replies
New Contributor

Something like a bidsketch.com where the document should be uploaded (especially agreements and proposals) asking the clients/prospects to sign while also providing them with an option to fill our their name, phone number, email ID, address while eSigning. 

HubSpot Product Team

Hi @gcummins and @krishnag! I'll ask that you go upvote https://community.hubspot.com/t5/HubSpot-Ideas/Add-external-PDFs-into-quotes-for-signature/idi-p/310... to support the idea of being able to sign additional documents as part of a Quote. We'll make this one just about those privacy options in point 1.

New Contributor

Sure. I did

Occasional Contributor

My team is hesitant to use the Quote functionality until this is supported. HubSpot Support told us we could download the quote if we are afraid, for security reasons, of providing the URL. However, the PDF version of the quote is not spaced well and looks nothing like the html version.