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How To Add / Remove A Table Of Contents To Your Document

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The flexibility to be able to include or hide content from one sales quote to the next is very important when dealing with a range of customers and their needs. QuoteCloud makes this very easy, even when using the same template for each sales quote. 

In the below screenshot, the PDF Viewer is showing all content sections (tabs).

  1. Cover Page
  2. Table of Contents (TOC)
  3. So what's it going to cost? (Pricing)
  4. More Information
  5. What's Next

If in some cases, you wish to not include a Table of Contents, the below steps outline how to show/hide this from your sales quote.

QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - How To Add / Remove A Table Of Contents To Your Document - illustration 7770ee94-22a2-48d4-a462-e7d9ed834418

When in the Sales Quote Editor, all content sections are shown by the tabs on the lefthand side. The Table of Contents tab has a toggle switch that can be clicked to either show or hide that section. The toggle will display an eye icon if the section is visible, as shown below.

QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - How To Add / Remove A Table Of Contents To Your Document - illustration e47c252e-e8ad-47b1-a2b3-6f935d9032bb

To hide a content section, simply click the toggle and the tab will display diagonal lines and the eye icon will be crossed out. Any tabs that appear as below will not be visible in the PDF Viewer.

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Now the Table of Contents visibility toggle is switched off in the Sales Quote Editor, the content is now hidden in the PDF Viewer, as shown below compared to the first screenshot.

QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - How To Add / Remove A Table Of Contents To Your Document - illustration 67f75b58-ae4b-4f67-b83c-136341c7eeb2

Related User Guide Topics

How To Style Your Table Of Contents In A Sales Quote Document
How To Style Your Table Of Contents In A Sales Quote Document
13 Mar 2022
The Table of Contents is a useful feature, particularly with sales quotes that contain multiple sections. To ensure brand consistency, the style of the Table of Contents (TOC) can be customised by adjusting fonts, colours, spacing etc.
How To Add / Remove A Table Of Contents To Your Document
How To Add / Remove A Table Of Contents To Your Document
13 Mar 2022
When in the Sales Quote Editor, all content sections are shown by the tabs on the lefthand side. The Table of Contents tab has a toggle switch that can be clicked to either show or hide that section. The toggle will display an eye icon if the section is visible, as shown below.