When you generate a quote in a pdf format, you can Enable PDF Security for the generated proposal document by following the configuration steps below:

To enable pdf security on the generated Quote/Proposal document

  • You must set up Proposal System Properties for this feature. Go to Setup > Develop > Custom Settings. Click Manage next to Proposal System Properties list, then click Edit next to System Properties and do the following:
    1. Select the Enable PDF Security check box.
    2. Enter a desired value in the PDF Owner Password.

      Refer Custom Settings > Proposal System Properties for detailed information.

  1. Click  and click Admin.
  2. Do any one of the following:
    • Click New to create a new Admin entry.
    • Click Edit for an existing admin property APTS_ProposalConfig.
  3. In the Name field, type APTS_ProposalConfig and in the Value field, type XML.

  4. In the Code field, type the following code:

    <ProposalConfig>
<PDFSecurityDefault>
<CanPrint>true</CanPrint>
<CanCopy>true</CanCopy>
<CanChange>false</CanChange>
<CanAddNotes>true</CanAddNotes>
<CanFillFields>true</CanFillFields>
<CanAssemble>false</CanAssemble>
</PDFSecurityDefault>
</ProposalConfig>
    CODE
  5. All the tags defined over here are available in the ProposalConfigSchema static resource. To view this static resource, you may navigate to Setup > Develop > Installed Packages > Apttus Proposal Management (Managed) > View Components > ProposalConfigSchema > View file.
  6. Click Save.

The proposal document generated in PDF format will now be secured with the system password.