Our finance team has raised concerns about data security in the quote configure price module on hs-2023. We’re dealing with sensitive pricing information, customer discount agreements, and competitive pricing strategies. There have been incidents where sales reps accessed pricing data they shouldn’t have seen, and we’re worried about data exposure through API integrations.
We need to implement better encryption for stored pricing data, tighter access controls on who can view and modify quotes, and ensure we’re compliant with data protection requirements. Looking for practical security measures that others have implemented. What’s worked in your environments?
Regular security assessments are essential. We conduct quarterly reviews of quote access patterns, pricing data exposure, and security control effectiveness. Penetration testing specifically targets the quote module to identify vulnerabilities. We also train sales teams on data security best practices and the business risks of pricing data leaks.
Don’t forget about quote sharing security. When quotes are shared with customers, ensure they’re delivered through secure channels with access expiration. We use time-limited quote links that expire after 30 days and require email verification to view. This prevents quote forwarding to competitors.
From a compliance standpoint, document your data classification scheme for pricing information. Classify quotes by sensitivity level and apply appropriate controls. Maintain audit trails showing who accessed what pricing data and when. Implement data retention policies that automatically purge expired quotes and pricing history according to your compliance requirements.
For API integrations, implement OAuth 2.0 with short-lived tokens and refresh token rotation. Never expose pricing data through public APIs. Use private API endpoints with IP whitelisting for pricing systems integration. Here’s our token validation approach:
const validateToken = async (token) => {
const decoded = jwt.verify(token, SECRET_KEY);
return decoded.scope.includes('quotes.pricing.read');
};
Implement rate limiting and request throttling to prevent data exfiltration attempts.
Access control is critical for quote pricing data. We implemented a granular permission model where reps can only access quotes for their assigned accounts and territories. Pricing approval workflows require manager authorization for discounts exceeding certain thresholds. We also set up role-based access where only senior sales and finance can view margin data and competitive pricing strategies. Field-level permissions hide sensitive columns from standard users. All quote access is logged with user identity, timestamp, and accessed fields. We review access logs weekly for unusual patterns like bulk quote queries or access outside business hours.