Lock Pricing Proposal

Lock Pricing Proposal in Adobe Acrobat — with two ready prompts: the immediate one, and the one that makes it stick. 1 real situation leads here.

2prompt heights
1situation
1role does it
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The moments that lead here

If one of these is your afternoon, you are in the right place.

Lock down the pricing proposal document so only approved viewers can see confidential margin assumptions.

2 ready prompts

Written for the moment this actually comes up.

Execute — do the immediate task

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Password-protect the pricing proposal PDF so only members of the pricing committee can view margin…
Password-protect the pricing proposal PDF so only members of the pricing committee can view margin assumptions and send the protected file to the committee email list.

Improve — make it easier to accept

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To avoid accidental leaks, apply a view password to the pricing proposal, remove metadata that…
To avoid accidental leaks, apply a view password to the pricing proposal, remove metadata that exposes past versions, add a cover page explaining sensitivity and recipient list, and confirm [contact=Matt] in Legal and [contact=Priya] in Finance can open it before distribution.

Who does this, and with what

The same task is different work inside a different job.

Marketing ManagerAdobe Acrobat ProSharePointalso: Restrict Confidential Accessalso: Share With Approved Viewers

Next to this one

Other protect work people do in Adobe Acrobat.

Every task here came from the work, not from a feature list — which is why the prompts name what you want done and never the button that does it. The tool changes; the work does not.
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The rest of the map

Same library, five ways in.