Offer access & protection - AV Software Docs

Password protect an offer, restrict it to named emails, and stop it being casually copied.

An offer link can be shared with anyone by default. If you need to control who can open it, Avitly gives you a password, an email allowlist, and basic copy protection, plus a way for a client to push back without accepting.

Setting a password

In the offer builder's "Access protection" card, click "Set up" to add a password, or "Change" to update one. The client sees "Enter the password to view this offer" and must enter it correctly before the offer page loads. Once unlocked, they stay unlocked in that browser for a few hours so they do not have to re-enter it on every visit. Too many wrong attempts in a short time locks further tries out temporarily.

You can reveal the password you set at any time from the same card if you need to read it back to a client over the phone.

Restricting by email instead

Instead of a password, you can restrict an offer to a list of named email addresses. The client is asked "Enter your email address to view this offer" and is let in only if their email matches one on your list, checked without regard to capitalization. A password and an email allowlist are mutually exclusive: setting one clears the other.

Copy protection

Turning on "Prevent text copying" stops a visitor selecting and copying text on the offer page. Treat this as a deterrent, not a real barrier: it does not block right-click, printing, or a screenshot, and it will not stop someone determined to lift your pricing.

Letting a client push back

A client who is not ready to accept can use "Or request changes instead" rather than clicking Accept. This sends you their name, email and a short message describing what they would like changed, without touching the quote itself. You see it in the Requests tab of the offer builder, where you can turn it into a task on the project or mark it handled once you have dealt with it.

Tips

Password and email restriction cannot both be active. Turning one on switches the other off.
The "Prevent text copying" setting is explicit that it is a deterrent only, so do not promise a client their pricing cannot be copied.
A change request overwrites the previous one if it has not been marked handled yet, so clear requests promptly if a client is likely to send more than one.