Travel request for Agencies

Template

Pipefy Travel Request for Agencies template is designed for travel agencies that want to manage travel packages they sell.

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Template structure

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

Start form

  1. Client’s name
  2. Email
  3. Phone number
  4. Address
  5. Number of travelers
  6. Month of the trip
  7. Amount of days
  8. Trip type
    • Travel package
    • Cruise
    • Resort
  9. Destination
  10. Accommodation type
    • Lower budget
    • Medium budget
    • Higher budget

Travel offers

  1. Option 1
  2. Option 2
  3. Option 3

Chosen package tour

  1. Itinerary
  2. From
  3. To
  4. Airline itinerary
  5. Accommodation
  6. Cost
  7. Client’s ID
    • ID card
    • Passport
  8. ID number
  9. Pre-booking (check when applicable)
    • Airline ticket
    • Accommodation
    • Cruise ticket

Chosen package tour

  1. Offer the client the following optional services.
    • Car rental
    • Transfer
    • Travel insurance
    • Admission to attractions
  2. Car rental company
    • Avis
    • Alamo
    • Budget
    • Dollar
    • Hertz
    • National
    • Thrifty
  3. Car pick-up address
  4. Car drop-off address
  5. Car pick-up date
  6. Car drop-off date
  7. Further rental details
  8. Car rental cost
  9. Transfer company
  10. Pick-up time arrival
  11. Pick-up time return
  12. Transfer cost
  13. Travel insurance company
    • AIG
    • Allianz
    • Liberty
  14. Travel insurance cost
  15. List of the attractions (and dates)
  16. Tickets cost
  17. Total cost of optional services

Travel costs

  1. Travel package cost
  2. Optional services cost
  3. Total cost
  4. Payment method
    • Bank transfer
    • Credit card
    • Bank slip
    • Money
  5. Purchase installment plan
    • Payment at sight
    • Down payment + 1x
    • Down payment + 2x
    • Down payment + 3x
    • Down payment + 4x
    • Down payment + 5x
  6. Down payment value (when it apply)
  7. Contract
  8. Checklist to issue vouchers
    • Down payment is OK
    • Contract is signed

Voucher issuing

  1. Document copies needed
    • Passport (if traveling abroad)
    • ID
    • Driver’s license (for car rental)
    • Credit card
  2. Scanned documents
  3. Issue vouchers (when applicable).
    • Flight tickets
    • Accommodation
    • Cruise trip
    • Car rental
    • Transfer
    • Travel insurance
    • Admission to attractions
  4. Vouchers
  5. Send to client.
    • Email sent

Done

  1. Document copies needed
    • Passport (if traveling abroad)
    • ID
    • Driver’s license (for car rental)
    • Credit card
  2. Scanned documents
  3. Issue vouchers (when applicable).
    • Flight tickets
    • Accommodation
    • Cruise trip
    • Car rental
    • Transfer
    • Travel insurance
    • Admission to attractions
  4. Vouchers
  5. Send to client.
    • Email sent

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