.webp&w=3840&q=100)
Hide Content in PDF Format of Documents
QuoteCloud allows you to hide selected content when generating a PDF of your document. This guide explains how to manage visibility and control what appears in the exported PDF.
Frequently Asked Questions
What does "hide content in PDF format" mean in QuoteCloud?
Hiding content in PDF format means selecting parts of a QuoteCloud document so they are excluded when the document is exported or generated as a PDF. The hidden sections remain in the live document but do not appear in the exported PDF, allowing you to control exactly what recipients see without deleting or permanently altering the source document.
Why would I hide content before exporting a PDF from QuoteCloud?
Hiding content helps you share a polished, audience-appropriate PDF by excluding internal notes, alternate pricing, draft sections, or other information you don't want visible to recipients. This is especially useful when using QuoteCloud as sales quoting software or sales proposal software since it lets you tailor a single document for different audiences without maintaining multiple copies.
Which content can I hide when exporting a QuoteCloud document to PDF?
You can hide entire sections of content — the discrete blocks or tabs that make up your document layout in QuoteCloud. Hiding a section excludes that block from the PDF export while keeping it intact in the live or online document viewer.
How do I control visibility for PDF exports in QuoteCloud?
QuoteCloud provides visibility controls on each section tab. To hide or show sections for PDF export, right-click the section tab (located at the left of the page) and choose the hide/show option for PDF export. After adjusting visibility, generate or preview the PDF to confirm the output.
If content is hidden in the PDF, will it still appear in the live or online document?
Yes. Content hidden specifically for PDF export remains part of the live or online document. Hiding only affects the exported PDF — it does not remove or permanently delete content from the document viewer, the online version, or your quote software records.
Can I revert hidden content later or show it again in future PDFs?
Yes. Hidden content can be restored at any time by using the same visibility controls on the section tab (right-click and toggle the PDF visibility). Once re-enabled, that section will appear in subsequent PDF exports.
Does hiding content for PDF export affect integrations or invoicing (for example, with QuickBooks Online)?
No. Hiding content only changes the PDF output. It does not alter the underlying document data or how QuoteCloud syncs with integrations such as QuickBooks Online. Invoices, synced customer data, and other integrated workflows continue to use the document's full content unless you explicitly edit or remove that data.
What are best practices for using the hide feature when creating quotes and proposals?
Best practices include: clearly labeling internal or draft sections, using hidden alternate pricing for internal reviews, previewing the PDF before sending, and maintaining the live document as the single source of truth. These steps help you get the most value from QuoteCloud as quote software and proposal software while ensuring customers receive clean, audience-appropriate PDFs.