Trip templates

Save a trip you sell often as a template, and the next proposal starts from that structure instead of a blank itinerary.

A template saves a copy, so whatever you do to the original proposal afterwards never reaches it.

A template keeps the structure and your pricing policy: the days and their items, the destination, the group size, your margins and your deposit percentage. It strips everything personal: traveller names, fixed dates, the client currency and its rate, and the one-off overrides you negotiated for that specific group. The next proposal keeps the reusable structure without the previous client's details.

Saving one

1. Open a proposal or trip that matches the version you normally sell.
2. Press Save as template in the editor toolbar.
3. Name it after the trip, not the client: 7-Day Costa del Sol Classic, not Martinez group.

Using one

1. Open Templates in the main navigation and pick the one you want.
2. Press Use this template. RoundPlan asks who the new proposal is for.
3. It builds a fresh copy titled with the client and the template name, and drops you in the editor to adjust the dates, the group and anything this client negotiated.