undefined - Hide Content on a Sales Quote - illustration 06a6cdda-2e0c-4345-a3de-6be30f5393ad

Hide Content on a Sales Quote


You may, on occasion, wish to create content in the Sales Quote Editor that does not appear when your customer views the sales quote.  For example, you may create a spreadsheet to perform calculations that should not show in the document that your customer reads; or you might create a block of text for your internal use, perhaps notes, instructions or assumptions for your own use.  In this user guide topic, you can learn how to hide content in a sales quote.

 

Create or edit a sales quote. 

The ability to hide content applies to any content, i.e. text, image, spreadsheets, pdf, video. In this tutorial, we will use a spreadsheet content block as an example.  Click on the Insert... button and add a spreadsheet block to your sales quote; type a value in one cell to have some content in your spreadsheet.  Hover over the spreadsheet so that the tab toolbar is visible.

QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Hide Content on a Sales Quote - illustration b265a458-d93d-434f-b17d-7dba568fcb5c

Click on the Show/Hide icon (see below). 

QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Hide Content on a Sales Quote - illustration 1db8dfa7-cfe2-433f-9d67-028fb6d405de

Visible

QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Hide Content on a Sales Quote - illustration ae72ae05-61e7-4bb7-946d-e41c89a7bf29

Hidden

Set the switch to hidden, now Click Save & Preview to view your sales quote.  You will notice the content block is not visible.

QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Hide Content on a Sales Quote - illustration f82372e9-717a-48eb-9993-8dafafe6a98b

Related User Guide Topics