Question 1

What is the Travel Itinerary Add-on in QuoteCloud and why should I use it?

Accepted Answer

The Travel Itinerary Add-on is a QuoteCloud extension that automatically generates professional travel itineraries by connecting to your travel mid‑office or GDS system. It streamlines itinerary creation, reduces manual data entry, and delivers branded documents to clients.For travel agencies using sales quoting software or sales proposal software, the add‑on speeds up proposal-to-booking workflows and improves accuracy by pulling live booking data into your quote and proposal documents.

Question 2

How do I complete the travel customer onboarding setup?

Accepted Answer

Complete onboarding by following five main steps: (1) choose the travel integration that matches your mid‑office system, (2) install the selected add‑on to connect QuoteCloud and your travel platform, (3) add an itinerary template to serve as the base layout for documents, (4) configure the Travel API connection and enter the required credentials, and (5) finalize the onboarding so QuoteCloud can begin syncing itineraries automatically.Once finished your account will be ready to sync booking data and generate travel documents directly from QuoteCloud.

Question 3

Which travel systems and integrations does QuoteCloud support?

Accepted Answer

QuoteCloud supports integrations with popular travel mid‑office and GDS platforms. The current examples include Tres CCTE and Sabre, and QuoteCloud can be extended to other systems through custom add‑ons and API connections.Check your QuoteCloud account settings or contact support to confirm availability for your chosen mid‑office system and to request additional integrations if needed.

Question 4

How do I install a travel add-on and configure the API connection?

Accepted Answer

Install the travel add‑on through your QuoteCloud admin or add‑on marketplace by selecting the integration that matches your mid‑office system. Follow the installation prompts to authorize the connection.After installation, navigate to Travel API Configuration and enter the credentials (API key, username, password, or other tokens) provided by your travel system. Secure authentication lets QuoteCloud retrieve itinerary data and sync it into your quote software and proposal software workflows.

Question 5

How do I add and customise itinerary templates?

Accepted Answer

Once the add‑on is installed, add an itinerary template which serves as the base layout for all generated travel documents. Use QuoteCloud's template editor to set defaults, brand styling, section ordering, and content blocks.You can create multiple templates for different trip types (corporate, leisure, group) and customise them so generated itineraries match your agency's look and integrate seamlessly with your quote software and proposal software output.

Question 6

How does QuoteCloud sync booking and itinerary data from my mid‑office system?

Accepted Answer

QuoteCloud uses the travel API connection you configure to securely authenticate with your mid‑office platform and pull itinerary data. After onboarding, itinerary synchronization can be automated so bookings are retrieved and converted into formatted travel documents without manual copy‑paste.This automated sync reduces errors, keeps quotes and proposals up to date, and enables QuoteCloud to act as central quote software for travel-related proposals and client communications.

Question 7

Can I include travel itineraries inside quotes and proposals?

Accepted Answer

Yes. Generated itineraries can be embedded in your quotes and proposals so clients receive a single, polished document rather than separate files. This improves the client experience and shortens the sales cycle when using QuoteCloud as your quote software or proposal software.Embedding itineraries in proposals also helps sales teams present complete offers with pricing, schedules, and booking details in one place—useful for both digital delivery and printable PDFs.

Question 8

What is a two‑column layout in QuoteCloud and when should I use it?

Accepted Answer

A two‑column layout splits a document page into left and right content areas so you can show related information side‑by‑side—such as a schedule on one side and pricing or images on the other. It improves readability and helps clients scan itineraries and proposals faster.Two‑column layouts are particularly useful in travel documents to present dates, times, and transport details alongside maps, images, or callouts, and are supported inside templates used by your sales quoting software and sales proposal software.

Question 9

How do I create a two‑column layout on a document page in QuoteCloud and what content works best there?

Accepted Answer

To create a two‑column layout, open the document or template editor, add a new page section and choose the two‑column option. Drag and drop content blocks (text, images, itinerary items, pricing tables) into each column and adjust widths, spacing, and responsive settings so the layout looks good on both web and PDF outputs.Content that works best in two‑column layouts includes detailed day-by-day schedules, flight and transfer information, pricing summaries, images or maps, and short client notes—helpful when composing proposals in QuoteCloud or using it as your quote software and proposal software.

Travel Customer Onboarding | Setup and Configuration of the Travel Itinerary Addon

Complete the travel customer onboarding setup

Finish your QuoteCloud travel onboarding

Choose your travel integration

Install the selected add-on

Add an itinerary template

Configure the travel API connection

Complete the onboarding setup

For your industry

Information

Templates

Getting Started

Travel Customer Onboarding | Setup and Configuration of the Travel Itinerary Addon

Complete the travel customer onboarding setup

Finish your QuoteCloud travel onboarding

Choose your travel integration

Install the selected add-on

Add an itinerary template

Configure the travel API connection

Complete the onboarding setup

What is the Travel Itinerary Add-on in QuoteCloud and why should I use it?+

How do I complete the travel customer onboarding setup?+

Which travel systems and integrations does QuoteCloud support?+

How do I install a travel add-on and configure the API connection?+

How do I add and customise itinerary templates?+

How does QuoteCloud sync booking and itinerary data from my mid‑office system?+

Can I include travel itineraries inside quotes and proposals?+

What is a two‑column layout in QuoteCloud and when should I use it?+

How do I create a two‑column layout on a document page in QuoteCloud and what content works best there?+