Manage Container Visibility

Container visibility in QuoteCloud is a document editor feature that lets you show or hide individual content blocks (containers) inside a template or generated document. It enables each quote, proposal or itinerary to display only the sections that are relevant to the recipient or situation, producing dynamic, personalised outputs.

Using container visibility helps create cleaner, more professional documents by removing irrelevant sections for each recipient. It reduces manual editing, enforces consistent templates, and improves the recipient experience for sales quoting and sales proposal workflows. This makes QuoteCloud a more effective sales quoting software and proposal software for teams that need personalised, high-volume document generation.

You manage container visibility inside the QuoteCloud document editor. The editor exposes visibility settings for each container so you can attach conditions, data-driven rules, or role-based rules directly within templates or live documents.

Open your document or template in the QuoteCloud document editor and select the container you want to control.

Use the container's visibility settings to add a condition or role rule—for example, show this container only when a product option is selected, when a pricing field has a certain value, or when the viewer has a specific role. Save the template so future generated documents and exports will respect that rule.

Yes. Visibility rules are applied at the template or document level, so any document generated from a template will respect the configured container visibility settings. This ensures your quote software and proposal software outputs are consistent and personalised every time you produce a document.

Container visibility only changes the final document content produced by QuoteCloud. When you export documents to integrations (for example QuickBooks Online), sync with TravelDocs, or send for electronic signature, the exported or sent file will include only the content that was visible according to your configured rules.

Yes. QuoteCloud supports role-based visibility and condition-based rules, letting you show or hide containers based on user roles, field values, selections, or other document data. This flexibility is especially useful in sales quoting software scenarios where internal staff, approvers, or clients should see different content.

Best practices: keep rules simple and well-documented, test templates with representative data before publishing, and use clear naming for containers so rules are easy to audit. For sales teams, create a small set of reusable visibility rules for common scenarios to reduce template complexity.

Troubleshooting: if a container doesn't appear as expected, verify the condition logic and the source data used in the rule, confirm the rule is saved to the correct template, and preview the generated document with test values. If exports or integrations look different, re-run the preview and check that visibility rules are evaluated before the export step.