Create Itinerary Document Template

An Itinerary Document Template in QuoteCloud is a reusable, branded document layout you design once to generate professional travel itineraries for clients. It standardises formatting, headers/footers, and content sections so your team can quickly produce consistent itineraries for quotes and proposals.

Built into QuoteCloud's sales quoting software and sales proposal software, templates save time and ensure every itinerary matches your brand and service standards.

Key benefits include faster document creation, consistent branding across client materials, fewer version issues, and easier reuse for different clients and trips. Templates reduce manual errors and help teams deliver a professional presentation every time.

Using templates in your quote software or proposal software also streamlines workflows—reducing drafting time and improving conversion by presenting clear, attractive itineraries to prospects.

Create a template by designing the layout in the document builder: add branded headers and footers, insert itinerary sections (flights, hotels, transfers, activities), and place dynamic fields for client- and quote-specific data. Enhance the design with images, pricing blocks, or interactive elements where needed.

When you’re satisfied, name and save the layout as a template so it can be applied to future quotes and proposals in QuoteCloud’s document generation system.

Yes. QuoteCloud supports rich content inside itinerary templates—pricing details, embedded videos, spreadsheets, animated GIFs, and interactive pricing tables are all supported. These elements let clients visualise options and interact with pricing, making it easier for them to select services.

Embedding interactive pricing in your quote software or proposal software reduces back-and-forth and speeds up decision-making.

Yes. Templates are explicitly designed for reuse. Once saved, a single itinerary template can be applied to any quote or proposal, ensuring consistent presentation across all client documents.

This reusability makes QuoteCloud an efficient piece of sales quoting software and proposal software for travel agencies or teams managing high volumes of itineraries.

Itinerary templates created in QuoteCloud sync with TravelDocs so clients receive a clean, mobile-friendly version of their itinerary. TravelDocs offers offline access, real-time updates, and secure messaging—ensuring travellers have the latest itinerary on their phone even without a signal.

Design templates with mobile-friendly layouts and clear sections so the same document reads well both in printed proposals and inside the TravelDocs app.

Yes. QuoteCloud integrates with QuickBooks Online, allowing you to push quote and invoice data from your itinerary templates into your accounting workflow. This reduces manual data entry, keeps pricing and invoices consistent, and speeds up billing once a client accepts a proposal or quote.

Using integrations with your quote software streamlines financial reconciliation and improves accuracy across sales and accounting systems.

Keep templates clear and scannable: use distinct sections for flights, accommodation, transfers, and activities; include dates, times, and supplier details; and add branded headers and calls to action. Use dynamic fields for client-specific data and include pricing options or interactive tables where helpful.

Also prioritise accessibility and mobile responsiveness so itineraries look great in PDFs, on-screen proposals, and in the TravelDocs mobile app—maximising the impact of your sales proposal software and quote software.