Travel Manager



Documents such as PDF’s or Word Docs can be attached to any email template created in TravelManager. This feature allows for operators to attach terms and conditions, marketing information about their fleet and company or any type of document that would be of value to send with an email template.

As will all features of the email templates the user can override the default options to remove or add additional attachments on per charter / private hire basis.

Some recommended templates would include:

1)   Terms & Conditions

2)   Company History & Fleet Profile

3)   How to Charter/Hire a Motorcoach?

4)   What additional fees/services are included and not included?

5)   Etc.

Setup requires administrator level access under MyAccount -> Admin -> Email Templates.

Regards,

Eamonn

We’re in the process of redesigning the PDF templates in TravelManager for Quotations, Confirmations, Invoicing and Receipts. Based on feedback over the last few months we’ve been adding additional fields such as breakdown on fees, comments for pickup and drop off locations and whole range of other requests.

Mock Quotation Template Design New Designs for Quotation PDF Template – In Development

New Design for TravelManager Quotation PDF Template

The design is still undergoing some final changes but I thought it was time to share what’s been created so far. We’re hoping to launch this update for the 19th of July.

*As ever we always appreciate comments and feedback.

Regards,

Eamonn

eamonn New Designs for Quotation PDF Template – In Development