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QuoteWerks Help
Version 25 (Build 1.17) 
January 16, 2025
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You’ll spend most of your time in QuoteWerks within the Quote Workbook, which is composed of seven tabs. This is where you’ll build your quotes.

Tip:You can have up to five Quote Workbooks open at the same time. You can toggle open quotes by selecting the quote name at the bottom of the window.

You can customize the names of the Quote Workbook tabs by holding down the [CTRL] key on your keyboard and double-clicking the tab name. In fact, you can customize most QuoteWerks fields this way.

Important:   Only users with Master Rights can customize tab names.

 

Related Topics:

•Document Items Tab

•Sold to / Ship to Tab

•Sale Info Tab

•Notes Tab

•Custom Tab

•Links Tab

•QuoteValet