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Manual Itinerary
Builder

The fully controlled itinerary-planning workspace. Build trips manually from scratch, select each travel component directly, calculate pricing inside the CRM, and prepare client-ready itineraries. Quotation, trip design, costing, and delivery preparation in one connected record.

A Complete Itinerary Record
Not a Loose Note.
A Structured Business Record.

Each itinerary stores its own quote number, linked lead, linked customer, title, travel dates, day and night count, passenger counts, meal preference, budget range, currency, route plan, hotels, transport, add-ons, day-wise content, inclusions, exclusions, pricing, and status.

The itinerary is not saved as a PDF-only output. It becomes a structured CRM entity that sales, operations, finance, and management teams can continue using throughout the travel lifecycle.

What Gets Stored Per Itinerary
Auto-generated quote number and itinerary title
Linked lead and customer records
Travel dates, days, nights, adults, children, infants
Route plan, hotels, transport, add-ons
Pricing, markup, discount, tax, and grand total
Status, version history, and audit snapshots
Draft
Quoted
Confirmed
Cancelled
Trip Building Blocks
Route, Hotels, Transport,
Add-Ons, and Day Plans

Each component is added directly into the itinerary record. The commercial total builds automatically from hotel rows, transport rows, and add-on entries.

Route and Nights Builder

Define destinations and night splits. Creates the base trip structure before hotels and daily activities are layered on. Ensures stay pattern matches total trip duration.

Hotels Per Location

Location, hotel, meal plan, room type, occupancy, nights, rooms, extra bed/child charges, price per night. Master data support with auto-resolved rates where available.

Transport and Transfers

Vehicle and transfer services with billing type, quantity, unit price, and notes. Keeps transport costing visible alongside the itinerary instead of as a separate estimate.

Add-Ons and Optional Services

Activities, upgrades, or extras linked to location with name, quantity, unit price, price type, and notes. Supports both standard packages and customized proposals.

Day-Wise Planning with Images

Create each day manually with title, highlights, description, and notes. Add images via connected search or local upload to produce a richer client-facing presentation.

Inclusions and Exclusions

Master library selections plus custom text entries. Standardize commonly used terms while adding trip-specific points. Clear scope definition for every itinerary.

Pricing Engine
Trip Plan and Commercial
Quotation in One Workspace

Live pricing calculation from hotel, transport, and add-on rows. Section-wise totals with markup, discount, and tax logic producing the final grand total.

Section-Wise Totals

Hotels, transport, and add-ons each show their own subtotal. The pricing engine then combines them with markup, discount, and tax to produce the grand total.

Markup, Discount, and Tax Control

Markup type and value, discount type and value, tax slab selection, and tax application rules (tax on cost plus markup or tax only on markup). Full commercial flexibility.

The team can prepare both the trip plan and the commercial quotation in the same workspace. This reduces calculation errors and removes the need to maintain a separate pricing sheet outside the CRM.

Sharing, Delivery, and Security
Send Itineraries Through
Every Channel. Securely.
Branded PDF
Client-ready PDF with branding and content
Email
PDF attachment or public link by email
WhatsApp
Direct sharing or automation path
Public Link
Revoke, expiry, and optional OTP control
Versioning, Duplication, and Booking Sync
From Revised Quotation to
Confirmed Booking. Connected.
Version Tracking and Audit History

Every update increments the version and records who changed what and when. Audit snapshots show the itinerary state at each revision point.

Duplicate and Reassign

Duplicate an itinerary and assign it to another lead or customer. Carries over route, hotels, transport, add-ons, day content, pricing, and inclusions. Create as draft or send-ready.

Booking Sync After Confirmation

Confirmed itinerary syncs into the booking layer. Travel dates, passengers, route, hotels, transport, day plan, and selling amount carry forward into a linked booking record.

Operational Task Triggers

The itinerary-to-booking flow can trigger tasks for hotel confirmation, driver and vehicle assignment, and voucher sending. Execution starts from confirmed itinerary data.

Key Functionality
Everything the Module Includes
Linked to Lead
and Customer
Auto-Generated
Quote Numbers
Draft, Quoted,
Confirmed, Cancelled
Route and
Nights Builder
Hotels with Rate
and Occupancy
Transport and
Transfer Planning
Add-Ons and
Optional Services
Day-Wise with
Images
Inclusions and
Exclusions
Pricing Engine
with Tax Logic
Versioning and
Audit Snapshots
Duplicate and
Reassign
Branded PDF
Generation
Public Links with
OTP and Expiry
Email and
WhatsApp Sharing
Booking Sync
After Confirmation

See the Manual Itinerary Builder in Action

Watch how Triplide lets your team build, price, share, and convert itineraries into confirmed bookings from one connected workspace.

Book a Free Demo