You are here:  QuoteWerks Help > CHAPTER 6: Customizing QuoteWerks

In this chapter, you’ll learn how to customize features in QuoteWerks to fit your organization’s needs.

For more information, see the following sub topics:

●Customizing Fields on the Custom Tab, Tab Names, and Field Labels

●Customizing Columns on the Document Items Tab of the Quote Workbook

●Customizing Product Fields, Contact Fields, and Menus

●F2 Lookup List Feature

●Setting Personalized Preferences

●Setting Defaults and Options

●Defining and Publishing Menu Items

●Customizing the Tools Menu using MENUOPTS.ADD

●Settings Manager

Version 5.2 (Build 8.12)  - July 7th, 2017