Manage Section Visibility
This guide shows you how to manage section visibility in QuoteCloud documents, enabling you to customise which sections are displayed to different users or under specific conditions.
Frequently Asked Questons (FAQs) - Manage Section Visibility
What is section visibility in QuoteCloud?
Section visibility lets you control which parts of a QuoteCloud document are shown to specific users or under defined conditions. It enables documents to display dynamic, personalised content by hiding or revealing sections as needed.
Why should I use section visibility?
Using section visibility helps you deliver more relevant proposals and documents, reduces manual editing, and improves the recipient experience by showing only the content that applies to them. It’s useful for personalisation, streamlining workflows, and reducing document bloat.
How does section visibility work in QuoteCloud documents?
Section visibility is applied at the document or template level to determine which sections are displayed based on user roles, choices, or configured conditions. This lets a single document template adapt to different audiences without creating multiple versions.
Where can I apply section visibility within QuoteCloud?
You can apply section visibility in QuoteCloud documents and templates, including proposals, quotes, and travel itineraries. This capability complements QuoteCloud’s document-generation features to produce targeted, industry-specific content.
Can section visibility be used with other QuoteCloud features?
Yes. Section visibility works alongside QuoteCloud features such as templates, the AI Co-Worker, document generation tools, integrations (for example QuickBooks Online), collaboration tools, and electronic signatures to create personalised and automated document workflows.
Who benefits most from using section visibility?
Sales teams, proposals and quoting users, travel agencies using itineraries, and industry-specific teams (for example telco, IT services, construction, recruitment) benefit from section visibility by delivering tailored documents that match client needs and industry requirements.
How does section visibility support branding and compliance?
By showing only relevant sections, section visibility helps maintain consistent branding and reduces the chance of including non-applicable or non-compliant content. Combined with QuoteCloud’s document generation features, it supports consistent, repeatable document outputs across your organisation.