Business Travel Itinerary

Template

Pipefy’s Business Travel Itinerary template was designed to help business trip management through clear processes, that offers control of the activities, efficiency, and agility in decision-making business trips.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

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  • 1. Trip ID

  • 2. Person assigned to the trip

  • 3. Employee ID

  • 4. Assignee's email

  • 5. Assignee's phone

  • 6. Purpose of the trip

  • 7. Trip destination

  • 8. Departure date and time

  • 9. Return date

  • 10. What needs to be requested for this employee's trip?

    • Airplane tickets
    • Car rental
    • Accommodation
    • Travel Insurance
    • Shuttle
    • Other (detail)

Trip requests

Trip requests waiting to be scheduled.

Flight

Book the flight for this trip.

  • 1. Flight class

    • Economic
    • Business
    • First Class
  • 2. Airline

  • 3. Confirmation Number

  • 4. Date and Time of the Departure Flight

  • 5. Departure Flight Number

  • 6. Date and Time of the Return Flight

  • 7. Return Flight Number

  • 8. Airline Ticket

  • 9. Airplane tickets cost

Car rental

Car rental needed?

  • 1. Pickup date and time

  • 2. Rental Company

  • 3. Address of Rental Service

  • 4. Attach reservation confirmation

  • 5. Total cost

Accomodation

Hotel check-ins

  • 1. Type of accommodation

    • Hotel
    • Hostel
    • Airbnb
  • 2. Reservation Confirmation

  • 3. Date and time of check-in

  • 4. Name of the accommodation

  • 5. Accommodation address

  • 6. Date and time of check-out

  • 7. Accommodation cost

Other services

  • 1. Is there a need for travel insurance?

  • 2. Name of the insurance company

  • 3. Attach the voucher

  • 4. Is there a need for shuttle?

  • 5. Name of the shuttle company

  • 6. Date and time of the pick up

  • 7. Shuttle Voucher

  • 8. Total cost

Payment approval

Request for approval for this trip.

  • 1. Total cost of the trip

  • 2. Send request for approval

  • 3. Has the trip been approved?

  • 4. If no, what are the change requests?

Trip archive

Successful trips!

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