I want to control access to commercial documents such as quotes or contracts when sharing them with clients.

This feature helps you manage who can view commercial documents like quotes or contracts when you share them with clients. It reduces the risk of unauthorized access and supports more secure, controlled client communication.

This feature is designed to give you control over access to commercial documents—such as quotes and contracts—when you share them with clients. It enables you to share documents while keeping visibility limited to the intended recipient. By controlling access, you can reduce the chance of sensitive pricing, terms, or client details being exposed to unintended parties. This is useful when working with multiple contacts at a client organization and you need to ensure only specific people can view a document. It also supports safer collaboration when documents are forwarded or shared beyond the original audience. You can use it when sending a quote for approval, sharing a contract for signature, or distributing updated terms during negotiation. The feature helps maintain confidentiality and supports clearer accountability around document access. It is especially valuable for sales and account teams that regularly share commercial materials with external stakeholders. Overall, it improves security and trust while keeping the document-sharing process practical for client-facing workflows.