Features
Access controls
Propelio lets you password-protect any proposal and set an expiry date so old links stop working automatically. You stay in control of who sees your proposals and for how long, without having to revoke or manage access manually each time.
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What to capture: Proposal settings panel in the editor showing the access controls section: password field and valid-until date picker both filled in. Capture at 1280px wide with the right panel open.
What you get with Propelio
Proposal access controls that work without the admin overhead.
Password-protect any link
Sensitive proposals stay private. Set a password per proposal and clients are prompted before they can view anything.
Links expire automatically
Set a valid-until date and the link stops working on that day. No manual revocation, no chasing old links.
Personal links for trusted recipients
Generate a personal link for specific people that bypasses the password without sharing it. Useful when sharing internally.
Organisation-level defaults
Set a default expiry window once and every new proposal inherits it. Consistent access policy without repeated configuration.
Why it matters
Your proposals, visible only to the right people.
Once you share a proposal link, anyone who gets hold of it can open it. That might be fine for some clients and not for others.
Propelio lets you password-protect any proposal so only the right person can read it, and set an expiry date so old links stop working automatically. You stay in control of who sees your work and for how long, without having to think about it every time.
- Password-protect any link
- Links expire automatically
- Personal links for trusted recipients
- Organisation-level defaults
Proposal settings panel in the editor showing the access controls section: password field and valid-until date picker both filled in.
Keep exploring
Works well with.
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