Hide Document Content From a Recipient

Hiding document content in QuoteCloud lets the document author control which sections of a single proposal or quote each recipient can see. Instead of creating separate files, you can present tailored views from one source document so different stakeholders (e.g., internal reviewers, procurement, customers) only see the content intended for them.

This feature is useful when using QuoteCloud as sales quoting software or sales proposal software because it keeps confidential notes and pricing separated while maintaining a single, consistent document record.

Visibility is managed at the section level. You can hide blocks such as internal notes, pricing lines, authorization fields, or any content block created in the document editor. This lets you hide specific pricing or commentary while leaving the rest of the quote or proposal visible to the recipient.

That flexibility makes QuoteCloud a strong quote software and proposal software choice for teams that need granular control over document views.

Yes. In general the steps are:

1. Open the document in the QuoteCloud document editor.
2. Select the section or content block you want to restrict.
3. Open that section's visibility or permissions settings.
4. Choose the recipient(s) or recipient groups to hide the section from.
5. Save and use the preview function to confirm the recipient view.

The QuoteCloud user guide includes detailed UI screenshots and full step-by-step instructions if you need more help.

Yes. Hidden content stays hidden across shared views, PDF exports, printed copies, and the signing workflow. Recipients will only see the sections you allowed them to view, ensuring confidential pricing or internal notes are not exposed during distribution or signature collection.

This behavior helps maintain compliance and protects sensitive information when using QuoteCloud as your sales quoting or proposal software.

Use hidden content to tailor proposals or quotes for multiple audiences from a single document, protect internal notes and confidential pricing, and enforce compliance when different stakeholders require different information. Hidden sections are ideal for separating internal approval details from customer-facing content in quote software and proposal software workflows.

Yes. After you set visibility on sections, use the editor's preview or recipient-view feature to simulate what a specific recipient will see. Previewing helps catch visibility issues and ensures your quote or proposal presents the right information to each stakeholder before you send it.

Visibility settings are controlled by users with edit or author permissions on the document—typically the document author or administrators in your QuoteCloud account. Hidden content remains editable by those same users, and you can change or restore visibility at any time. Check your organisation's permission structure if you don't see the options to modify visibility.

Hiding content only controls how the document is displayed to recipients and how it appears in exports and signing flows. Integrations and data syncs (for example, QuoteCloud's QuickBooks Online integration) may still process underlying transactional data such as line items or invoice fields. If you need hidden display to also prevent syncing, review your integration settings or consult QuoteCloud support to confirm how specific fields are treated.

When using QuoteCloud alongside accounting or CRM integrations, double-check sensitive pricing or internal fields to ensure they are handled according to your security and compliance needs.