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Copy an Existing Travel Document Template – QuoteCloud
The Copy Existing Travel Document Template feature allows you to duplicate a saved itinerary template in QuoteCloud. This guide explains how to copy and modify an existing template, helping you save time while maintaining a consistent, professional design for your travel itineraries.
Frequently Asked Questions
Why should I duplicate an existing travel itinerary template in QuoteCloud?
Duplicating a travel itinerary template saves time and ensures consistent, professional documents. A copied template gives you a reusable starting point you can quickly adapt for different clients, trip lengths, or branding — ideal when using QuoteCloud as your sales quoting software or travel proposal software.
Will copying a template change the original template?
No. Copying an existing travel document template creates an independent duplicate. You can edit, rename, or customise the copy without affecting the original master template, so your base templates remain intact.
How do I copy an existing travel document template in QuoteCloud?
Open the Template Manager or the travel itinerary template you want to duplicate, choose the Copy or Duplicate option, and confirm. QuoteCloud will create a separate template you can immediately edit — no changes are made to the original.
Where does the copied template appear and how can I find it?
The duplicated template appears alongside your other saved itinerary templates in QuoteCloud's template library or dashboard. Use the search, filter, or sort features in the template library to locate the new copy quickly and begin customising it for a specific client or trip.
Can I rename and customise the copied template for a specific client or brand?
Yes. After copying a template you can rename it, edit the content, update branding (logos, colours), adjust pricing tables, and modify sections to match a client's needs. The copy acts as a flexible, standalone template you control for proposals or quotes.
Are there any limitations or things to watch for when copying templates?
Copied templates include the layout and content of the original, but you should review dynamic fields, pricing tables, and any integrations after copying to ensure they behave as expected. Always confirm client-specific details and branding before sending itineraries or proposals.
Can I use a copied travel template when creating quotes or proposals in QuoteCloud?
Yes. Copied travel templates can be used to generate itineraries, quotes, and proposals within QuoteCloud's document generation tools. This makes it easy to produce branded, professional proposals using your quote software or proposal software workflows.
How does copying templates speed up my document workflow as a travel agent?
By starting from an existing, proven template you cut design and formatting time, maintain consistency across client documents, and reduce repeated work. Using QuoteCloud as your quote software and sales proposal software lets you quickly adapt copied templates for different trips while keeping pricing and brand elements consistent.