The Itinerary Document Template feature allows you to design a reusable, branded template for travel itineraries in QuoteCloud. This guide explains how to create, customise, and save your template so you can quickly generate professional itineraries for future quotes and proposals.
1
To generate itinerary documents inside QuoteCloud, you first need to create or configure an itinerary template.
The template controls the structure, branding, layout, and placeholders used when generating itineraries.
2
Click Create New Template if you want to build a brand-new itinerary template from scratch.
This option gives you complete control over the design, structure, and layout of the itinerary document.
3
Alternatively, click Copy System Template to duplicate one of QuoteCloud’s built-in travel itinerary templates.
This is the fastest way to start with a professionally designed travel itinerary structure.
4
Once created or copied, you can begin editing the itinerary template using the QuoteCloud Document Editor.
Add branding, sections, itinerary placeholders, pricing tables, travel information, and supporting content as needed.
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