The Travel Itinerary Add-on for QuoteCloud lets travel agents and tour operators create, customise and deliver professional travel itineraries as part of quotes and proposals. It extends QuoteCloud's core sales quoting software and sales proposal software capabilities so you can include client-ready itinerary documents directly inside your quote or proposal workflows.

Sign in to your QuoteCloud account and enable the Travel Itinerary Add-on from the Add-ons or Settings area. Follow the Travel Customer Onboarding setup guide to walk through each configuration step.

Typical first steps include enabling the add-on, choosing or creating itinerary templates, and connecting your booking or supplier feeds so your account is ready to generate itineraries inside your quote software and proposal software workflows.

The onboarding process focuses on three areas: enabling the add-on, setting default itinerary values and templates, and connecting or importing booking and supplier data sources.

Before you start, gather access to booking/supplier feeds or export files (APIs, CSVs, or other exports) plus branding assets such as logos, agency contact details and preferred terms—this speeds up setup and ensures consistent documents.

Yes. QuoteCloud provides document-generation and customisation options that let you set template content, layout and default itinerary elements to match your brand and presentation style. You can define default values, adjust layouts, add logos and contact blocks and save those settings so every itinerary matches your agency standards.

These templates integrate with QuoteCloud's proposal software features so itineraries appear consistently inside quotes and proposals.

Connect booking and supplier data by linking API feeds where available or importing supplier export files (CSV, XML) into QuoteCloud. During onboarding you map booking fields (dates, flights, hotels, pricing) to itinerary fields and validate a sample import to confirm the mapping.

Work with your supplier documentation or IT team to obtain feed credentials and sample files; test imports and review generated itineraries before going live to ensure accuracy.

Yes. The Travel Itinerary Add-on produces client-ready itinerary documents that can be attached to or embedded in quotes and proposals created with QuoteCloud. This means your quote software and proposal software workflows can include full itineraries, pricing breakdowns and supplier details in a single branded package for clients.

Itineraries can be delivered as interactive documents or PDFs depending on your document settings and client preferences.

Yes. TravelDocs syncs with QuoteCloud so itineraries generated by the Travel Itinerary Add-on are available to travelers in the TravelDocs mobile app. Travelers receive real-time updates, can view itineraries offline and message their travel agency directly through the app.

This seamless sync improves client experience by keeping itinerary details and updates accessible on iOS and Android devices.

Use the setup and configuration guide to define default values, standard templates and layout rules that enforce branding (logos, fonts, contact info) across all itineraries. Save templates and default elements so every document created by your proposal and quote software follows the same style and legal terms.

Before publishing, generate test itineraries, review supplier data mappings and confirm client-facing content for accuracy and compliance with your agency policies.