Manage Container Visibility

Frequently Asked Questons (FAQs) - Manage Container Visibility

What is container visibility in QuoteCloud?

Container visibility lets you show or hide content blocks (containers) inside QuoteCloud documents so each document can dynamically display only the content relevant to the recipient or scenario.

Why should I use container visibility?

Using container visibility creates personalised, cleaner documents by removing irrelevant sections. It reduces manual editing, helps enforce consistent templates, and improves the recipient experience for quotes, proposals, itineraries and other generated documents.

What controls can I use to show or hide containers?

Containers can be controlled by conditions or user roles. Conditions are data-driven (for example field values or pricing conditions) and user roles allow visibility to vary depending on the role of the document editor or viewer.

Where do I manage container visibility?

Container visibility is managed in the QuoteCloud document editor. The document editor provides visibility settings so you can attach conditions or role rules to individual containers within templates or documents.

Will container visibility work with templates and generated documents?

Yes. Container visibility is applied at the document/template level in QuoteCloud, so templates and generated documents will respect the visibility rules you configure to produce dynamic, personalised outputs.

Does container visibility affect integrations and other QuoteCloud features (for example QuickBooks Online, TravelDocs or electronic signatures)?

Container visibility is a document editor feature and affects the content of the final document produced by QuoteCloud. Documents generated for use with integrations (such as QuickBooks Online or TravelDocs) or sent for electronic signature will include or exclude content according to your visibility rules.

My container is not showing/hiding as expected — what should I check?

First verify the visibility condition or role rule attached to the container is correct and that the underlying data or user role matches the rule. Also confirm you are editing the correct template/version of the document. If problems persist, review the document in preview mode or contact QuoteCloud support for assistance.

Can container visibility help when building complex proposals or travel itineraries?

Yes. Container visibility is especially useful for complex documents — for example multi-option proposals or travel itineraries — because it enables conditional sections (optional extras, alternative pricing, or region-specific details) to appear only when relevant, keeping the final document concise and tailored.