Security and quote visibility

Know what clients can see before you send a quotation.

Choose who receives your quotation link. Keep your workspace behind sign-in.

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Public quote linkAnyone with the URL can open the quotation.
Account areasEditing, dashboards, and settings require sign-in.
Private quotesAvailable through a token-based share link.

Before sending

Share the offer. Keep sensitive details separate.

Quotation links can be forwarded—even private share links. Include only what your client needs to decide.

Usually fineService scope, pricing, optional add-ons, timelines, business terms, and client-facing notes.
Keep outside quotation linksPasswords, confidential documents, private personal data, unreleased strategy, or sensitive access details.

Quick answers

Common security questions before the first quote.

Can clients view a quote without an account?

Yes. The client can open the quotation link in a browser without registering for Justiqa.

Can someone else open the quote if the client forwards it?

Yes. Anyone holding a public quotation URL or a private share link can open the offer. Private links are not restricted to a named viewer.

How do I make a quotation private?

Select Private in the quotation editor. Share the token-based link with the intended client; the public quotation-by-ID page will not expose that private quote.

Create quotes with clear visibility expectations.

Use Justiqa for client-ready quotations, and keep sensitive details out of public links.

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