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Set a Default Style for Itinerary Documents
In the "flight" style itinerary, QuoteCloud lets you assign or remove passengers from specific flight segments to ensure accuracy in travel documentation. This guide provides step-by-step instructions to manage passenger assignments efficiently.
Frequently Asked Questions
What does the “Delete Unwanted Itinerary Segments” feature do?
The Delete Unwanted Itinerary Segments feature lets you remove outdated or unnecessary parts of a travel document—such as flights, hotels, car rentals, or activities—so your flight-style itinerary stays accurate, organised, and client-ready.
Where in QuoteCloud can I delete an itinerary segment?
You can delete segments directly inside the Travel Itinerary Add‑on document editor. Open the flight-style itinerary in the editor, locate the segment you want to remove, and use the segment's context menu or editor controls to delete it.
How do I delete a segment in the itinerary editor?
Locate the specific segment in the document editor, right-click or open the segment's context menu, choose Delete, and confirm when prompted. Confirming the prompt permanently removes that segment from the document.
Does deleting a segment affect the rest of the itinerary?
No — deleting a segment applies only to the selected item. Other segments and the overall itinerary remain intact so you can remove the unwanted or outdated detail without altering unrelated content.
Why would I use the Delete Unwanted Itinerary Segments feature?
Use this feature to keep itineraries clean after changes in travel plans, remove duplicate entries, tidy up drafts before sharing with clients or travellers, and ensure printed or shared documents reflect current bookings.
Is the delete-segment function built into QuoteCloud?
Yes. The delete-segment capability is included as part of the Travel Itinerary Add‑on that ships with QuoteCloud, the same document-generation platform used by agencies that rely on QuoteCloud as sales quoting software and proposal software.
How do I assign or remove passengers from flight segments?
In a flight-style itinerary, open the flight segment inside the document editor and use the passenger assignment controls or the segment's context menu to add or remove passengers. Save or publish the document to apply the changes so the itinerary and passenger manifest remain accurate.
Will changes I make in QuoteCloud appear in the TravelDocs mobile app?
Yes — TravelDocs syncs with QuoteCloud itineraries, so edits you make in the Travel Itinerary Add‑on (including deleted segments or passenger updates) will propagate to the TravelDocs app when the document syncs, helping travellers see the latest itinerary on iOS or Android.