You may, on occasion, wish to create content in the Sales Quote Editor that does not appear when your customer views the sales quote. For example, you may create a spreadsheet to perform calculations that should not show in the document that your customer reads; or you might create a block of text for your internal use, perhaps notes, instructions or assumptions for your own use. In this user guide topic, you can learn how to hide content in a sales quote.
Create or edit a sales quote.
The ability to hide content applies to any content, i.e. text, image, spreadsheets, pdf, video. In this tutorial, we will use a spreadsheet content block as an example. Click on the Insert... button and add a spreadsheet block to your sales quote; type a value in one cell to have some content in your spreadsheet. Hover over the spreadsheet so that the tab toolbar is visible.
Click on the Show/Hide icon (see below).
Set the switch to hidden, now Click Save & Preview to view your sales quote. You will notice the content block is not visible.