Booking terms and insurance choices, signed by every traveller

Not if you lock them. On the Business plan, content locking turns your booking terms into a block consultants can add but not edit, so every proposal carries the wording you approved. Keep one set per kind of trip in the content library, such as independent travel, group tours and cruises, and update it there when your conditions change.

Yes. On the Business plan, a Forms block inside the proposal can offer a single choice, such as the policy you quoted, their own cover or travelling without insurance. The answer is recorded with their signature. The choices and the wording are your agency's own: QuoteCloud doesn't sell insurance or give insurance advice.

No. QuoteCloud carries your agency's wording, such as a statement that entry, visa and health requirements are the traveller's to check, and records that they acknowledged it. It doesn't check requirements, recommend policies or advise travellers. What you tell travellers, and how, stays with your agency.

The signed document. It shows the locked terms, the acknowledgements and the insurance choice exactly as signed, and it carries a certificate of authenticity and an audit trail. You can also ask for a one-time passcode by email before a traveller signs. QuoteCloud eSignatures are legally binding and eIDAS compliant.

Yes. Add each traveller as a signer, or a parent or guardian and a student for a school tour. Nobody needs a QuoteCloud account to sign, and you can see who has signed. eSignatures are on every plan; the Forms block and locked terms are on Business.

Yes, through Zapier on Essentials and up. The Form Submitted on Document trigger starts a Zap when a traveller completes the Forms block, so you can add the answers to a spreadsheet or your CRM. HubSpot and Zoho connect through Zapier.