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Create New Itinerary Document Template

The Create New Itinerary Template process lets you design a fresh, customised itinerary layout in QuoteCloud. This guide walks you through creating and saving your template so you can quickly produce branded, professional itineraries for your clients.

Create New Itinerary Document Template — FAQ

What is the "Create New Itinerary Template" feature in QuoteCloud?

It lets you design a customised, reusable itinerary layout that can be linked to a Travel API (like Sabre GDS or CCTE) to automatically populate bookings and itinerary details, helping you quickly create professional, client-ready travel itineraries.

What are the basic steps to create and save a new itinerary template?

At a high level the process involves designing the layout, customising content and branding (sections, text, images and elements), then saving the result as a template. The QuoteCloud guide provides a step‑by‑step walkthrough for creating and saving templates so they can be reused whenever you generate an itinerary.

Can I add branding and rich content to itinerary templates?

Yes. You can customise templates with your branding, text, images, and interactive content to create polished, client-ready itineraries.

Can I use AI tools in QuoteCloud to help generate itinerary content?

No. If you are using an itinerary template, AI-generated content cannot populate the template blocks. AI tools can only be used in a document’s itinerary block outside of the template.

Where can I get more information or help creating itinerary templates?

Here are some helpful links: