Hide Document Content From a Recipient
QuoteCloud allows you to hide portions of your document from document recipients. This guide explains how to manage visibility and control who can see each section.
Hide Document Content From a Recipient | QuoteCloud Guide — FAQ
What does "hide document content from a recipient" mean in QuoteCloud?
It means QuoteCloud lets you hide portions of a document so specific recipients cannot view those sections. The feature is intended to give document authors control over which parts of a proposal or quote each recipient can see.
Which parts of a document can be hidden?
You can hide "portions of your document", managing visibility by section.Â
How do I hide content from a recipient — are there step-by-step instructions?
The page referenced by this digest includes step-by-step instructions for hiding content.Â
Will hidden content remain hidden when the document is shared, printed, or signed?
Yes
When should I use hidden content in a document?
Hiding content is useful for tailoring proposals or quotes for multiple recipients, protecting internal notes or pricing that should not be visible to clients, and maintaining compliance or confidentiality when different stakeholders receive different views of the same document.