Vendor campaign quote templates are a great way of applying a standardised quote to a property campaign. Once applied, the campaign quote can then be adjusted as required.
Quote templates help to ensure consistency of quotes across all your agents’ campaigns and also (more importantly!) make the quoting process more efficient. By using quote templates, your team can create a vendor marketing quote for a campaign / appraisal in seconds.
Quote Templates can be created in two ways:
By saving an existing quote on a campaign as a template
From scratch within Agency Admin
Creating a Quote Template - Option 1
The easiest way to first create a quote template is to us a campaign where you’ve already created what you need for your quote template.
From an existing quote within a campaign, click the cog button and then Save as Template:
The saved template will then appear for you to later manage within Agency Admin > Quote Templates.
Creating a Quote Template - Option 2
You can also create a quote template from scratch directly in Agency Admin.
Go to Agency Admin > Quote Templates
Click Create
If you work across multiple offices, select the relevant office for your quote template
Name your template and choose quote template settings, including assigning specific users if required
Click Create Campaign Quote Template
Click into the quote template name you’ve just created
Build and customise the quote template as required
Please Note: Editing Quote Templates, and creating quote templates via Agency Admin settings, is only available in Realhub 4.0. If you are on Legacy Realhub or are unable to find the Quote Templates menu option within Agency Admin, please contact our Support team or your Implementation Specialist.
Managing Quote Template Settings
Realhub allows you to control various settings of vendor quote templates to help you achieve consistency in quoting regardless of agent / user.
For example, you may require the sections & order of your quotes to be locked down for all campaigns, or you may not allow agents/users to override vendor prices or add custom items to quotes.
There may also be instances where a quote template should only be available to specific agents within your agency.
These scenarios can all be managed at quote template level.
Go to Agency Admin > Quote Templates
Select the quote template you need to adjust
From the Tools module, click Edit Quote Details
Adjust the quote settings as required.
Lock Sections
Prevents users from being able to add, remove, re-order or change the settings of each section on the quoteDisable Custom Items
Users will be able to add order items (linked to providers) but unable to add custom (miscellaneous / free text) itemsDisable Price Adjustments
Users will not be able to override the vendor price of order itemsAssign Users
You can assign the quote template to only be accessible for specific users. For example, Team Archie may have special permission to use an otherwise non-preferred supplier, or an agent may have their own portal subscription pricing.
Once you have adjusted all settings as desired, be sure to click the Update Campaign Quote Template button.
Please Note: Managing Quote Template settings such as disabling price adjustments, locking sections etc, is only available in Realhub 4.0. If you are on Legacy Realhub or are unable to find the Quote Templates menu option within Agency Admin, please contact our Support team or your Implementation Specialist.
Quote Template Tools
When editing a quote template, you can use the following in the Tools module as required.
Edit Quote Details
Change the name of your quote template together with settings as listed aboveRecalculate Prices
Ensures prices on the quote template reflect the latest price on the price listDownload Quote Template
Allows users download a pdf of the quote template to preview the layout of the items, sections and detailsDuplicate Template
Duplicates the template so you can rename and make a slightly different version without starting from scratchArchive Template
Archives the quote template to prevent future use by users
You can also change the data source for the quote template - this is the campaign the system uses to calculate any API pricing (e.g. Domain.com.au listing price) for the quote template.
Quote Template Filters
Within the Agency Admin > Quote Templates page there are filters to assist with managing your quote templates.
The following date filters are available:
Created After
Created Before
Last Updated After
Last Updated Before
Using these date filters you can see when a quote template was created and if you feel it may be out of date you can look at updating it or archiving. Both actions are done within the quote template edit page after clicking on the title.
If you are working through an update of multiple quote templates eg adding a new product or updating a products price due to changes applied by a provider, then once each quote template is updated, you will be able to see the 'Updated' day, date and time in the quote templates page and use the Updated After or Updated before date filters to assist with your task to update required quote templates.