Travel Customer Onboarding - Install Tres CCTE
The CCTE Add-on connects the CCTE travel mid-office system with QuoteCloud, allowing you to automatically import and present detailed travel itineraries in your quotes and proposals. This guide explains how to install and activate the add-on for your account.
Install the CCTE Add-on
Install the Tres CCTE Itinerary Sync add-on inside QuoteCloud.
Activate the add-on to begin generating automated travel itineraries.
Install and activate the CCTE itinerary integration
Open the Add-ons library
From the left-hand sidebar, click Addons to access the QuoteCloud add-ons library. This section contains all available integrations, plugins, and travel synchronization tools.Select the Tres CCTE add-on
In the Add-ons list, locate and select Tres CCTE Itinerary Sync . This integration allows QuoteCloud to automatically import and generate itineraries directly from Tres CCTE.Review the add-on information
The add-on details panel provides an overview of the integration features, pricing, and itinerary automation capabilities. Review the supported functionality before continuing with installation.Start the installation trial
Click the Free Trial button to begin installing and activating the add-on. This starts the setup process for connecting QuoteCloud with Tres CCTE.Review the Terms and Conditions
Carefully review the displayed Terms and Conditions for the Tres CCTE Itinerary Sync add-on. Once reviewed, accept the agreement and click Continue to proceed.Complete the add-on installation
QuoteCloud will automatically install and activate the Tres CCTE integration for your account. Once completed, a confirmation popup will appear indicating the add-on has been installed successfully.Continue to template setup
After installation, click Template Setup to begin configuring itinerary templates for the CCTE integration. This prepares QuoteCloud to automatically generate and populate travel itineraries using your connected CCTE account.
FAQs
What is the Tres CCTE Add-on and why should I install it?
The Tres CCTE Add-on connects the Tres CCTE travel mid-office system with QuoteCloud so you can automatically import detailed travel itineraries into your quotes and proposals. It streamlines itinerary generation and presentation inside your sales quoting software and sales proposal software, saving time and reducing manual copy/paste errors.
How do I install and activate the CCTE Itinerary Sync add-on in QuoteCloud?
To install the add-on, open the Addons section from the left-hand sidebar, find 'Tres CCTE Itinerary Sync' in the library, review the add-on details, then click the Free Trial button. Read and accept the Terms and Conditions and click Continue; QuoteCloud will install and activate the integration and show a confirmation popup when finished.
Is there a trial period or cost for the CCTE add-on?
QuoteCloud provides a Free Trial button to start installing and testing the Tres CCTE add-on. The add-on details panel displays current pricing and licensing information — review that panel during installation to see trial length and subscription costs before accepting the Terms and Conditions.
What should I do after the add-on is installed?
After installation complete, click Template Setup to configure itinerary templates for the CCTE integration. Template setup prepares QuoteCloud to automatically generate and populate travel itineraries from Tres CCTE, letting you customize layout, branding, and which itinerary fields appear in your quote software or proposal software documents.
What permissions or prerequisites are required to install the CCTE add-on?
You typically need administrative access to your QuoteCloud account to install add-ons and accept Terms and Conditions. You will also need access to your Tres CCTE account or mid-office credentials so QuoteCloud can connect and import itinerary data. If you are unsure, contact your account administrator or QuoteCloud support for guidance.
How does the Tres CCTE integration improve travel itineraries in my quotes and proposals?
The integration pulls structured itinerary data from Tres CCTE directly into QuoteCloud documents, letting sales teams enrich itineraries with images, PDFs, videos, pricing tables and custom notes. This creates professional, client-ready travel documents faster and makes your quote software and proposal software more effective at closing business.
What if installation fails or the add-on won't activate?
If installation fails, first confirm you have admin rights and that you accepted the Terms and Conditions during the setup flow. Retry the Free Trial/install sequence. If problems persist, capture any error messages and contact QuoteCloud support with details so they can check account settings and the Tres CCTE connection.
Can I use two-column layouts for itineraries and how do I create them?
Yes. Two-column layouts are commonly used to display itinerary details alongside pricing or images. After installing the CCTE add-on and opening Template Setup, use the document template editor to add a two-column section on a page and map CCTE fields into the left or right column. Two-column templates are especially useful in proposal software and quote software to present itinerary content and pricing side-by-side for clearer client presentation.