Create Itinerary Document Template
The Itinerary Document Template feature allows you to design a reusable, branded template for travel itineraries in QuoteCloud. This guide explains how to create, customise, and save your template so you can quickly generate professional itineraries for future quotes and proposals.
Create an itinerary document template
Start building a new itinerary template from scratch.
Or copy an existing system travel template to customize it faster.
Set up your itinerary template
Open the itinerary template setup
To generate itinerary documents inside QuoteCloud, you first need to create or configure an itinerary template. The template controls the structure, branding, layout, and placeholders used when generating itineraries.Create a new itinerary template
Click Create New Template if you want to build a brand-new itinerary template from scratch. This option gives you complete control over the design, structure, and layout of the itinerary document.Copy an existing system template
Alternatively, click Copy System Template to duplicate one of QuoteCloud’s built-in travel itinerary templates. This is the fastest way to start with a professionally designed travel itinerary structure.Customize your template
Once created or copied, you can begin editing the itinerary template using the QuoteCloud Document Editor. Add branding, sections, itinerary placeholders, pricing tables, travel information, and supporting content as needed.
FAQs
What is an itinerary document template in QuoteCloud and why should I use one?
An itinerary document template in QuoteCloud is a reusable, branded layout that controls the structure, placeholders, branding and formatting used when generating travel itineraries. It lets you produce consistent, professional itineraries quickly for clients without rebuilding the document each time.
Using a template saves time and reduces errors — especially when you use QuoteCloud as sales quoting software or proposal software to deliver polished itineraries alongside quotes and proposals.
How do I create a new itinerary document template or start from a system template?
Open the Itinerary Template setup in QuoteCloud and choose Create New Template to build from scratch with full control over layout and content. If you prefer a faster start, select Copy System Template to duplicate one of QuoteCloud’s professionally designed travel templates and then customise it.
After creating or copying, open the QuoteCloud Document Editor to add branding, placeholders, pricing tables and travel-specific sections.
What can I customise inside an itinerary template using the Document Editor?
The Document Editor lets you add and edit branding (logo, fonts, colours), structured sections (day-by-day plans, transport, accommodation), itinerary placeholders (dates, destinations, client name), pricing tables and supporting content such as terms or contact details.
You can also embed images, maps or media and format content to match your company style so every generated itinerary aligns with your sales proposal software and quote software workflows.
What is a two-column layout in QuoteCloud and when should I use it?
A two-column layout places content side-by-side on the same page — for example an image or timeline in one column and descriptive text or pricing in the other. It’s useful for compact presentation of paired content like flight details next to maps, or itinerary highlights beside pricing.
Two-column layouts improve scannability and visual balance in itineraries and proposals when used appropriately, but use them sparingly for long text to preserve readability.
How do I create a two-column layout on a document page in QuoteCloud?
Open the QuoteCloud Document Editor, add a new page or section and select the column or layout block option. Insert a two-column block, then drag your content blocks (text, images, pricing tables, placeholders) into each column and adjust width, spacing and alignment as needed.
Preview the document to confirm the layout looks right in both PDF and email views before saving the template.
Will two-column layouts export correctly to PDF and display in email previews?
Yes — QuoteCloud’s document generation preserves layout structure when exporting to PDF and when showing email previews, so two-column pages typically render correctly for recipients. However, always preview and test important templates before sending to clients to ensure images, tables and placeholders export as expected.
How do two-column layouts behave on mobile or small screens and what should I consider?
On smaller screens, two-column layouts usually stack vertically so content remains readable. Because this changes the visual flow, design columns so each column still makes sense when stacked (avoid splitting short headings from their related details).
Test templates on mobile and email previews and prefer concise copy, clear headings and sufficient spacing so itineraries remain easy to scan on phones and tablets.
Are there accessibility and best-practice tips for itinerary templates and two-column pages?
Use clear reading order and logical heading structure, maintain high colour contrast, provide meaningful alt text for images, and avoid putting critical information only in narrow columns. Keep important calls-to-action and pricing full-width if possible to ensure they’re noticed by screen readers and mobile users.
Following these best practices improves usability and helps your sales quoting software and proposal software output meet accessibility expectations while keeping documents professional and client-ready.
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