How Can I Make a Quote Private?

Quote privacy is a feature of InTimeCRM through which a quote can be made private to the user who created it; however it is not restricted. No other user has the right to view the private quotes till they have given access.

Note: A private quote can be viewed by the Account Owners, Admins, the user who created the quote, and the reporting to user.

To make a quote private:

  1. In the left Navigational Column, click the Sales tab and click Quotes in the drop down list.

  2. In the Quotes page, click New Quote.

    Creating New Quote

  3. Select the template based on which the new quote will be created from the Template Name drop down.

    Creating New Quote

  4. In the Quotes page, under the Item section, to make the quote private, toggle the Quote Privacy button.The button turns to blue once toggled.

    Quote Privacy

  5. Click the Save button.

The quote becomes private for this particular user. Private quote can be differentiated by a security key icon under list of quotes.

Quote Privacy

Note: You can also make an existing quote private. From the Quotes list, under Quote Id, click on a quote id. Follow the procedure from step 4.

Creating New Quote

Editing Quote

Frequently Asked Questions

Quote Template