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Question

Hiding Services on Opportunity Proposal

  • February 25, 2026
  • 1 reply
  • 11 views

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Hello everyone!

I am trying to find a way to hide specific services on an opportunity proposal. For example, I would like to be able to hide labor and labor rates when sending proposals and not have it be itemized.

 

Has anyone created a layout in Web Report Designer that allows for this?

 

Any help is appreciated!

1 reply

Kbaird
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  • Brainy
  • February 25, 2026

Yes, you would use your formatting rules ItemType = ‘Labor’ & then set visible to false instead of default. Willing to hop on a call & go over it. 615-655-4926