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.

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  • 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

Optional services

  • 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

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