How to add items to a quote template
Log in to https://realhub.realbase.io/ as an Office Administrator.
In the Agency Admin section, go to Quote Templates.
Click the quote template you want to update.
You can either add a custom item or order an item.
To add a custom item, click Add Custom Item and enter the item's title and price, then click Create Quote Template Item.
To add an order item, click Add Order Item and select Bundles, Favourites, Packages, or Products.
For a bundle or favourite, select the item and click +Add.
For a package, select the provider and package and click +Add.
For a product, select the product type, provider, and product, choose any available options (such as quantity or add-ons), and click Add Item.
The new item appears on the Edit Quote Template page, and the total updates to reflect the change.
⚠️ Changes made to a quote template will only reflect in newly created quotes. Existing quotes, whether pending or approved, will not be affected.
How to remove items to quote template
Log in to https://realhub.realbase.io/ as an Office Administrator.
In the Agency Admin section, go to Quote Templates.
Click the quote template you want to update.
Select the item you want to remove and click Delete Item.
Click Yes, Delete It to confirm.
Note: This works for whatever type of item it was (e.g., product, package, favourite, or bundle).
The item disappears from the list on the Edit Quote Template page, and the total updates accordingly.
Troubleshooting & Edge Cases
Why can't I find a specific product, package, or bundle? The item may not yet be available in your account. Contact your provider directly — they'll coordinate with the Realhub team to get it set up.
Why isn't an item showing in my favourites list? You likely haven't marked it as a favourite yet. In the order item modal, click the heart icon next to an item to add it to your favourites.
Where can I find the Custom Items after approving the quote? Custom Items appear in the Approved Orders tab, as they are not linked to any suppliers.