Show or Hide the Section Tabs in the Document Viewer
Learn how to show or hide the Section Tabs in the Document Viewer for recipients. This guide explains where to find the toggle in the Document Editor and how controlling section navigation can improve the viewing experience for your recipients.
Show or hide section tabs in the document viewer
Control whether recipients can see section navigation tabs.
Customize the document viewing experience for recipients.
Manage section tab visibility
Understand section tabs
In the Document Editor, the left sidebar contains the document’s Section Tabs. These tabs help users quickly navigate between important sections inside the document.Review the available sections
In this example, the document contains three section tabs: Cover Page , Pricing , and Itinerary . Each tab represents a separate section inside the document viewer.Navigate between section tabs
Click the different section tabs in the sidebar to move between sections. This allows you to preview how the navigation structure appears to recipients.Understand recipient visibility settings
You can choose whether Section Tabs appear inside the recipient’s Document Viewer. Depending on your selected setting, recipients will either see the sidebar navigation or view the document as a continuous scroll.Locate the section tab visibility toggle
At the bottom-left of the Document Editor, you will find the Section Tabs visibility toggle. The toggle label describes the action that will occur when clicked.Show section tabs to recipients
Click the toggle labeled Show section tabs in recipient document viewer . This enables the section navigation sidebar for recipients viewing the document.Preview the recipient experience
In the Document Viewer, recipients will now see the Section Tabs on the left side of the document. This makes navigation easier, especially for longer documents with multiple sections.Hide section tabs from recipients
To remove the navigation sidebar, click the toggle labeled Hide section tabs from recipients . The section tabs will no longer appear in the recipient document viewer.View the simplified document layout
When section tabs are hidden, recipients will view the document as a continuous scrolling experience without sidebar navigation. This creates a cleaner and more presentation-focused viewing mode.
FAQs
What does the “Show or Hide the Section Tabs in the Document Viewer” option do?
This toggle controls whether the section tabs (the labeled navigation tabs for each document section) are visible to recipients when they open a document in QuoteCloud's Document Viewer. Showing tabs gives recipients direct access to named sections; hiding them produces a cleaner, more linear reading experience.
Where can I find the toggle to show or hide section tabs?
Open the Document Editor for the document or template you’re working on. In the Document Viewer or viewer settings area of the editor you’ll find the Show/Hide Section Tabs toggle — switch it on to expose section tabs to recipients or off to hide them.
Is the setting applied per document or account-wide?
The Show/Hide Section Tabs control is set per document (and can be saved in templates), so you can choose different navigation behavior for individual sales quotes, proposals, or templates rather than changing the entire account’s defaults.
How does hiding section tabs affect recipient navigation in a sales quote or proposal?
Hiding tabs removes the visible section navigation bar but does not prevent recipients from reading the full document — they can still scroll through content. If you use internal links, a table of contents, or anchor links inside your sales quoting software or proposal software, those links will continue to work unless you also remove them.
Will hiding section tabs interfere with e-signatures, quoting features, or integrations like QuickBooks?
No. The visual choice to show or hide section tabs only affects how the document is presented in the Document Viewer. Electronic signature requests, interactive pricing tables, quote software calculations, and integrations (for example, syncing invoices with QuickBooks Online) continue to function normally.
When should I show section tabs versus hide them for my proposals and quotes?
Show section tabs when your document is long or has distinct sections (pricing, terms, scope) and you want recipients to jump quickly between sections. Hide tabs when you want a simpler, guided read — ideal for executive summaries, short proposals, or mobile-first recipients where a cleaner interface helps reduce distraction.
How do I test how a recipient will see my document after changing the section tabs setting?
Use the Document Editor’s preview mode or send a test recipient link to yourself or a colleague. Preview on both desktop and mobile to confirm the viewing experience, navigation behavior, and that interactive elements (pricing tables, acceptance buttons, signature flows) work as expected.
Any best practices for using this setting in sales quoting software or proposal software workflows?
Always preview changes before sending: check desktop and mobile views. Match the navigation style to the buyer’s needs — enable tabs for technical proposals with many sections, hide them for brief sales proposals. Save preferred configurations into templates so your quote software and proposal software workflows remain consistent and on-brand.