You’ll spend most of your time in QuoteWerks within the Quote Workbook, which is composed of six tabs. This is where you’ll build your quotes.
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.
After you’ve customized your tab names, you can view the original tab names under the Tools -> My Preferences menu > Views tab.
Users are also able to use the shortcut CTRL+` to switch between tabs.
Important: Only users with Master Rights can customize tab names.