Password protection
Add a password when your proposal should have an extra access step.
All features
Proposal access controls
Choose how your proposal is shared.
Use proposal passwords, expiry settings and workspace permissions to manage access to your work.
Create your first proposal
What you can do
Proposal expiry
Configure an expiry date for time-sensitive offers.
Workspace permissions
Manage access according to personal and team workspace roles.
Account controls
Use available account security controls, including MFA and session management.
The workflow
Review the audience
Confirm who should receive the proposal.
Set access controls
Configure password and expiry where appropriate.
Share carefully
Check the link, recipient and message.
Manage access
Review proposal and account settings when circumstances change.
Built around your work
Deliberate sharing
Review the audience and access settings before sending.
Control over time
Use expiry when the offer has a defined window.
Safer account access
Manage authentication and active sessions.
What to know before you start
- Access controls do not constitute a security certification or prevent an authorised reader from recording what they can see.