Tune your quote widgets
Turn calculation widgets on or off and adjust their defaults.
What this is for
Quote widgets are the calculation helpers your process templates use — like the Weeding Complexity widget. This screen lets you turn a widget on or off, rename it, and nudge its default variables and outputs. The widget logic itself lives in code; here you tune the safe settings.
Before you start
- You are signed in as an admin.
Step by step
- 1
Open Quote widgets (under Platform in the sidebar).
- 2
Search for and select a widget from the list on the left.
- 3
Use Activate or Deactivate to control whether it is available, and Preview to see how it looks.
- 4
Edit the Display name or Description and click Save details, or nudge the Variables and Outputs defaults with the -1 / +1 buttons.
Tips & gotchas
- Only change a widget's defaults if you know how your process templates use it — the numbers feed straight into your pricing.