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.
Template structure
See how this template is structured. As this is just an example, you can customize it.
Start form
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1. Trip ID
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2. Person assigned to the trip
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3. Employee ID
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4. Assignee's email
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5. Assignee's phone
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6. Purpose of the trip
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7. Trip destination
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8. Departure date and time
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9. Return date
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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.
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1. Flight class
- Economic
- Business
- First Class
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2. Airline
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3. Confirmation Number
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4. Date and Time of the Departure Flight
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5. Departure Flight Number
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6. Date and Time of the Return Flight
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7. Return Flight Number
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8. Airline Ticket
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9. Airplane tickets cost
Car rental
Car rental needed?
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1. Pickup date and time
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2. Rental Company
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3. Address of Rental Service
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4. Attach reservation confirmation
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5. Total cost
Accomodation
Hotel check-ins
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1. Type of accommodation
- Hotel
- Hostel
- Airbnb
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2. Reservation Confirmation
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3. Date and time of check-in
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4. Name of the accommodation
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5. Accommodation address
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6. Date and time of check-out
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7. Accommodation cost
Other services
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1. Is there a need for travel insurance?
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2. Name of the insurance company
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3. Attach the voucher
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4. Is there a need for shuttle?
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5. Name of the shuttle company
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6. Date and time of the pick up
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7. Shuttle Voucher
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8. Total cost
Payment approval
Request for approval for this trip.
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1. Total cost of the trip
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2. Send request for approval
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3. Has the trip been approved?
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4. If no, what are the change requests?
Trip archive
Successful trips!