1
Open the Templates library
From the QuoteCloud dashboard, click Templates in the left sidebar to access your template library.
Set a Default Style for Itinerary Documents
QuoteCloud allows you to set a default style within your itinerary document template, ensuring consistent branding, formatting, and design across all travel itineraries. This guide explains how to select and apply your preferred styles.
Set a Default Style for Itinerary Documents
Learn how to configure and apply a default itinerary style within your itinerary template to control the appearance of itinerary sections in QuoteCloud documents.
Steps to set a default itinerary style
2
Locate the itinerary template
Browse the Templates page and locate the itinerary template you want to modify.
3
Open the template editor
Click the itinerary template to open it inside the QuoteCloud template editor.
4
Navigate to the itinerary section
Inside the template editor, scroll down until you locate the Itinerary Placeholder section within the document layout.
5
Open the itinerary context menu
Right-click the Itinerary Placeholder block to display the available context menu options.
6
Locate itinerary style settings
In the context menu, hover over Itinerary Style to view the available itinerary display styles.
7
Review the available styles
Browse the available itinerary layout styles such as Right, Explorer, HelloWorld, Escape, and Aeroplane.
8
Select the preferred itinerary style
Click the itinerary style you want to apply as the default style for your itinerary documents.
9
Apply the itinerary style
Once selected, QuoteCloud automatically applies the chosen itinerary style to the itinerary section within the template.
10
Confirm successful style application
QuoteCloud will display an Itinerary Style Applied confirmation message indicating that your selected style has been successfully applied to the itinerary.
Frequently Asked Questions
What is a "default style" for itinerary documents in QuoteCloud?
A default style is the pre-set design and formatting that QuoteCloud applies automatically to new itinerary documents created from a template. It controls layout, fonts, colors, section order and the appearance of itinerary blocks (for example a "Flight" preset), ensuring every generated travel itinerary matches your branding and formatting standards.
How do I set a default style for my itinerary documents in a QuoteCloud template?
Open the template that contains your itinerary block, open the itinerary block or template styling settings, choose a preset (such as a "Flight" preset) or customize fonts, colors and layout, then save the template. The chosen default style will be applied automatically to new itinerary documents generated from that template.
Can I change the default style after I’ve created itinerary documents?
Yes. Update the default style in the template and save your changes. New itinerary documents generated after the change will use the updated style. Existing documents typically retain the style they were generated with unless you explicitly re-generate or update them from the modified template.
How does setting a default style improve branding and consistency?
Setting a default style enforces consistent fonts, colors, section order and layout across all itineraries so clients receive a uniform, professional experience. It reduces manual formatting work, helps enforce brand guidelines and speeds up high-volume document production—useful when you’re producing documents through sales quoting software or sales proposal software.
Can I use presets like "Flight" or create custom styles for different itinerary types?
Yes. QuoteCloud provides presets (for example, a "Flight" preset) and also allows you to customize layout and formatting. You can select a preset or build a custom style and save it as the template default so specific itinerary types render exactly as you need them.
Can I set different default styles for different templates or itinerary types?
Yes. Default styles are saved at the template level, so each template can have its own default style. That lets you maintain different branding or layout rules for different products, clients or itinerary types while using the same QuoteCloud quote software or proposal software platform.
Will changing a template's default style update itineraries in the TravelDocs mobile app or other synced places?
New itineraries generated after you update the template will reflect the new style wherever they are viewed, including the TravelDocs mobile app when synced. Existing itineraries already delivered to clients or stored offline in TravelDocs normally keep their original styling unless you re-generate or explicitly push updates from the modified template.
Where can I find more information or get help with the Itinerary block and styling?
For more details consult the QuoteCloud Help Center and the Itinerary block documentation (including CCTE API docs if you integrate programmatically). If you need live help, contact QuoteCloud support or request a demo to walk through template styling for your sales quoting software and sales proposal software workflows.