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Status Under consideration
Created by Matt Cwiokowski
Created on Sep 24, 2026

Hide individual items from the proposal while keeping them in the quote

Right now, proposals show all items in a project, including internal or installation-related items that are required for the project but not necessary for the client to review or approve. This can make proposals cluttered and harder for clients to understand.It would be very helpful to have the ability to hide specific individual items from the proposal view (similar to how accessories can be hidden), while still keeping them in the internal quote for project planning and installation purposes.

This would allow teams to:

  • Keep required prep and installation items in the quote

  • Present a cleaner, client-friendly proposal

  • Avoid exposing internal or technical items to clients


  • Attach files