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.

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Copy an existing travel document template

  1. Create a new travel document from an existing system template.
  2. Save the copied document as your own reusable template.

Create a reusable travel itinerary template

1

Open the document creation menu

From the Dashboard, click the green Create Document button.

Then select From a Template from the dropdown menu.

2

Browse the template categories

In the Create a Document modal, browse the Template Gallery categories listed on the left-hand side.

Scroll down and select Travel Agencies.

3

Select a travel itinerary template

Choose one of the available Travel Document templates displayed in the gallery.

These templates contain pre-built itinerary layouts and travel-focused document structures.

4

Configure the document details

Enter the document title and recipient information if required.

You can also choose Skip to continue without adding recipients at this stage.

5

Create the document

Continue through the document setup process to generate the travel itinerary document from the selected template.

The new document will now appear in your Documents Dashboard.

6

Save the document as a template

In the Documents table, locate the document you just created.

Click the dropdown arrow next to the Edit button and select Save as Template.

7

Confirm the template conversion

After saving, a confirmation notification will appear in the bottom-right corner of the screen.

This confirms that the document has been successfully converted into your own reusable template.

8

Continue configuring travel integrations

Your copied template is now available inside your QuoteCloud account.

You can now configure your travel API connection to begin automatically pulling itinerary data into the template.

Finished

You have now successfully copied and created your own travel itinerary template.

Use reusable templates to speed up itinerary generation, maintain consistent branding, and streamline travel document workflows.

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