Sometimes, you’ll present multiple product options in a single SalesDoc—knowing your customer will only choose one (or a few).
In these cases, showing a combined total can be misleading and may create unnecessary friction in the buying process.
The Hide Totals feature allows you to present options clearly without displaying an inflated overall price.
The Hoops SalesPresentations feature is designed for this exact use case so consider creating a SalesPresentation instead of a SalesDoc with multiple options.
When to Use Hide Totals
Use this feature when:
You’re offering multiple product options (e.g. 3 different pens, garments, or styles)
The customer will choose one option, not all
You want to avoid showing a combined total that doesn’t reflect reality
💡 It’s especially useful for estimate-style SalesDocs, where you are exploring options with the customer.
Step-by-Step: Hide Totals
Step 1: Open Your SalesDoc
Create or open a SalesDoc with your product options added.
Step 2: Open the Terms Toolbox
At the bottom of the SalesDoc, click the Terms Toolbox.
Step 3: Enable “Hide Totals”
Toggle the Hide Totals option.
This will remove the total from the left-side preview of the SalesDoc.
Step 4: Save Your SalesDoc
Your SalesDoc will now present options without displaying a combined total.
Show Totals Again (Optional)
To bring totals back:
Open the Terms Toolbox
Disable the Hide Totals setting
💡 Pro Tips
1. Use Templates for Option-Based Selling
If you regularly present multiple options, create a SalesDoc template with totals hidden by default.
2. Adjust Terms & Customer Actions for Estimates
For SalesDocs like this, you’ll typically want specific terms that reflect an exploratory or estimate-style interaction.
You should also carefully consider the customer actions available:
Usually, you’ll allow the customer to leave comments or feedback only
In most cases, you would not allow online acceptance
You would also avoid enabling online payment
This keeps the interaction focused on selection and discussion, rather than committing to an order too early.
Summary
Hide Totals helps you present options without confusion
Prevents customers from reacting to an inflated total
Best used for estimate-style SalesDocs
Can be set per SalesDoc or saved to a template