Step By Step Guide
When creating a proposal you may want to hide specific line items and sections so that you can restrict what is shown to your client when you are creating it for them.
Please note... When you hide a line item or section, it will no longer be visible anywhere including in any packages you create, when duplicating a proposal or if you have saved a draft and go back to edit it.
Explainer Video - How to hide line items and sections
How To Hide Line Items or Sections
Step 1. Go to Configure > Line Items
Step 1. Go to Configure > Line Items
Step 2. Publish or un-publish your services or sections
Step 2. Publish or un-publish your services or sections
To hide a service from the create a proposal view, toggle the 'published' button next to that service.
The same applies if you want to hide an entire section.
Save your settings once complete.
Step 3. Preview your changes
Step 3. Preview your changes
The unpublished sections and line items should now be hidden. You can check that your changes have pulled through by creating a proposal.
Please Note
You can also hide line items and sections when creating packages.
If you have any questions, please reach out to us using the chat in the bottom right 😃