Manage Container Visibility

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

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

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

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

Container visibility is a document editor feature that changes the content of the final document produced by QuoteCloud. Documents exported to integrations (such as QuickBooks Online or TravelDocs) or sent for electronic signature will contain the visible content as determined by your configured visibility rules.

Open the document in the QuoteCloud document editor, select the container you want to control, and use the visibility settings to add a condition or role rule. These settings can be applied directly to individual containers inside templates or documents to control when they appear.

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.