Manage Page Visibility

Page visibility in QuoteCloud lets you control which pages of a document are shown or hidden based on specific conditions or user roles. It enables dynamic, tailored documents so recipients only see the pages relevant to them—useful when building quotes, proposals, itineraries, and other outputs with your sales quoting software or proposal software.

Using page visibility creates cleaner, more personalized documents by hiding irrelevant sections and presenting different content to different audiences. This reduces manual editing, improves the recipient experience, and speeds up the creation of quotes and proposals when you use QuoteCloud as your quote software or sales proposal software.

Yes. Visibility settings can be saved in document templates so every document generated from that template inherits the same page-display behavior. That makes it easy to reuse tailored layouts across quotes and proposals without reconfiguring rules each time.

Yes. Page visibility is designed to work within QuoteCloud’s document generation and automated workflows—rules are applied when you generate documents from templates or trigger automated processes, allowing you to produce the correct, context-sensitive output consistently.

Hidden pages are intended to be excluded from exported PDFs and print outputs when visibility rules are applied, so recipients won’t see pages set to be hidden. Because export behavior can vary by template or integration, always test your template output (PDF/print) before sending to confirm the result.

From the QuoteCloud document editor, open the page you want to control, access that page’s visibility or settings panel, and add one or more rules based on conditions such as form fields, product selections, or user roles. Save the rules to the page or template and preview the document to verify which pages will appear for different scenarios.

Plan visibility rules before building templates, keep rules simple and well‑named, reuse rules across templates, and document your logic so others on your team understand it. Test outputs regularly (PDF/print and generated documents) and avoid overly complex, overlapping rules that can make templates hard to maintain—especially when using QuoteCloud as part of your sales quoting software or proposal software stack.

Page visibility is applied when documents are generated, so hidden pages are normally excluded from the outputs that integrations receive or sync. However, integration behavior can differ by platform (for example, accounting syncs or mobile itinerary apps), so verify integration settings and run end‑to‑end tests to ensure exports and synced documents behave as expected.