Getting started with QuoteCloud

Rolling out QuoteCloud in a travel business

From the add-on and Travel API settings to templates, content libraries and trained consultants, in a sample four-week plan.

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A QuoteCloud rollout for a travel business follows the user guide's onboarding: choose and install the travel add-on, set up itinerary templates with placeholders, enter each team's Travel API settings, then build content libraries, connect payments and train consultants. One template is converted free during the trial, and onboarding and professional services are there if you want help.

Two overlapping samples from a fictional agency, Saltpine Travel Co.: behind, the first two days of an itinerary in the Travel Itinerary Template (Style 1), imported from Tres CCTE for Hamish and Grace Doyle; in front, the activity of a proposal made from a Sabre booking: booking XKQ7TZ queued in Sabre, the itinerary created from the booking by the Itinerary Sync add-on with 7 segments, photos, guide and excursions added by the consultant, and the proposal sent.

A four-week plan for a travel agency

A sample plan for a fictional agency with a leisure team, a corporate team and a groups desk. Each phase says what you bring, what QuoteCloud gives you and how you know it's done.

  1. Phase 1, Week 1

    Choose and install the travel add-on

    You bring
    Which system your bookings live in (Sabre GDS, Tres CCTE or Tramada), an admin in QuoteCloud and, for Sabre, an active Sabre account.
    QuoteCloud gives you
    The add-on from the Addons library: Free Trial, accept the terms, then Template Setup. Sabre has a 14-day free trial for new installations; Tramada is set up with the QuoteCloud team.
    Done when
    The add-on shows as installed and the Travel API Settings appear for your teams.

    An opt-in paid add-on on Essentials, Business and Enterprise

    CRM, accounting & Itinerary Sync API

  2. Phase 2, Weeks 1–2

    Set up your itinerary templates

    You bring
    The itinerary or proposal your consultants send most, with your branding and photos.
    QuoteCloud gives you
    Copy System Template or Create New Template, plus one template converted free during the trial. Add the Itinerary Placeholder and a price table as the itinerary/API placeholder.
    Done when
    A consultant can start a branded itinerary proposal from the template.
    Travel templates

  3. Phase 3, Week 2

    Enter each team's Travel API settings

    You bring
    Your teams (by branch or by desk) and each one's connection details: Queue Number, Domain, PCC and user for Sabre, or Doc Link API URL and branch code for Tres CCTE.
    QuoteCloud gives you
    Settings → Users & Roles → Teams → Edit → Travel API Settings, with the itinerary template each team's bookings fill.
    Done when
    A test booking from each team opens as an itinerary in that team's template.

  4. Phase 4, Weeks 2–3

    Build your content library and terms

    You bring
    Destination descriptions, photos, booking conditions for each kind of trip, and what you want travellers to acknowledge.
    QuoteCloud gives you
    The content library (Essentials and up); locked booking terms and a Forms block for acknowledgements and the insurance choice (Business).
    Done when
    Consultants add guides and terms from the library instead of retyping them.
    Booking terms & insurance acknowledgements

  5. Phase 5, Week 3

    Connect payments and your other systems

    You bring
    Your Stripe or PayPal account, your deposit per traveller, and the CRM or accounts a signed trip should reach.
    QuoteCloud gives you
    Deposits on signing as a fixed amount or a percentage; Zapier, Make and the API on Essentials and up; Xero and QuickBooks native on Business.
    Done when
    A test proposal takes a deposit, and a signed trip reaches your CRM or accounts if you connect them.

  6. Phase 6, Week 4

    Train consultants and go live

    You bring
    Your leisure, corporate and groups consultants, and a few live enquiries to send.
    QuoteCloud gives you
    A 45-minute training session on paid plans; extra training as a paid professional service.
    Done when
    Every new itinerary proposal goes out from QuoteCloud.

Sample planning, not a promise: your timing depends on your templates, your teams and the systems you connect. QuoteCloud doesn't replace your GDS or mid-office, and nothing is migrated from them.

Help from the QuoteCloud team, when you want it

Many agencies set up on their own. When a group of branches needs more hands, these are the services to ask about.

  • Onboarding services

    One template converted during the trial and the 45-minute training session on paid plans, to get the first itineraries out.

    Onboarding services

  • Professional services

    More template conversions, extra training, and help with Zapier or the API. Ask for prices.

    Professional services

  • Premium support

    Premium support as a paid add-on on paid plans; Enterprise adds implementation support.

    Premium support

Every desk on its own settings, every trip on the dashboard

Travel API Settings are kept per team, so each branch or desk brings bookings into its own itinerary template. Custom user roles decide who sends, who edits templates and who manages settings.

Once trips are booked, the dashboard's travel smart filters keep them in view: Due to Travel for upcoming departures, Currently Travelling for travellers who are away now and Travel Ended for trips that are over, beside Expiring Soon for fare holds about to lapse.

  • Travel API Settings per team
  • Custom user roles and teams
  • Due to Travel, Currently Travelling, Travel Ended

Teams, roles, expiry dates and filters: Essentials and up

Day-by-day itinerary proposals
Documents · Saltpine TravelSaltpine Travel Co. Sample · fictional data
  • All
  • Expiring Soon
  • Due to Travel
  • Currently Travelling
  • Travel Ended

4 proposals with fares held for 7 days or less

  • Tokyo, Hakone & Kyoto in springRuby & Theo Lindqvist · SP-24871 Expires Thu 29 Octin 3 days Opened
  • Kinloch Valley Japan language tourKinloch Valley High School · SP-G-0318 Expires Fri 30 Octin 4 days Sent
  • Adriatic & Greek Isles cruisePatricia & Graham Holt · SP-24950 Expires Sat 31 Octin 5 days Opened
  • Ubud & SeminyakEwan & Clare Fitzgerald · SP-24903 Expires Mon 2 Novin 7 days Sent

Start your agency's trial with a converted template

Free for 14 days, no credit card required. Send us the itinerary your consultants use most and we'll convert it during the trial.

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What a consultant's week looks like after go-live

The jobs that change once every itinerary proposal goes out from QuoteCloud.

The jobBeforeWith QuoteCloud
Turning a booking into an itinerary Copying segments out of the GDS into a Word file. The add-on fills the team's itinerary template from the booking.
Adding what only you know Hunting for last season's photos and destination notes. Guides, photos and terms from the content library.
Pricing the trip A calculator and a total typed into the email. A price per person × travellers, with options to tick.
Getting it confirmed "Yes, go ahead" by email, then a card form. Every traveller signs and the deposit is paid on signing.
Watching fare holds Sticky notes on the screen. Expiry dates and the Expiring Soon filter.

Implementation questions from travel businesses

How long does it take to set up QuoteCloud for a travel agency?

It depends on your templates, teams and connections. A single consultant can send a first itinerary proposal during the trial; an agency with several branches might plan around four weeks for the add-on, templates, each team's Travel API settings, content libraries, payments and training. These are sample timings, not a promise.

Do we need the travel add-on?

You need it for the itinerary blocks and to bring bookings in from Sabre GDS, Tres CCTE or Tramada. The Travel itineraries widget and GDS / mid-office integration is an opt-in paid add-on on Essentials, Business and Enterprise. Sabre has a 14-day free trial for new installations, and pricing is shown in the add-on panel.

How is Tramada set up?

Itineraries created in Tramada can be opened directly in QuoteCloud, and the connection is set up with the QuoteCloud team rather than from the Addons library. Talk to the team about your Tramada set-up and the itinerary template it should fill; your consultants then enhance and send those itineraries like any other.

Can each branch have its own settings and template?

Yes. Travel API Settings are entered per team under Settings, Users & Roles, Teams, so each branch or desk can have its own connection details and its own itinerary template. Custom user roles control who can send, edit templates or change settings. Teams and roles are on Essentials and up.

Can you convert our existing itinerary into a template?

Yes. During the trial, QuoteCloud converts one of your existing templates free on the Essentials, Business and Enterprise plans. Send the itinerary your consultants use most. More conversions are a paid professional service, and the pricing page notes that custom itineraries can be created via commission.

Is training included?

Yes. Paid plans include a 45-minute training session for your team, and extra training is available as a paid professional service, for example one session per branch. Enterprise adds implementation support, and premium support is available as a paid add-on.

More questions from travel businesses

More for travel businesses

Every page of the QuoteCloud travel microsite.

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