Templates
Reusable proposal and itinerary templates let travel advisors populate client-specific details quickly while preserving contract language and pricing schedules for consistent proposals.
Use of electronic signatures in the United States is governed by ESIGN and UETA; properly implemented eSignature tools provide intent capture, audit trails, and tamper-evidence that support enforceability of signed travel agreements.
Travel advisors use proposal software to assemble itineraries, apply pricing rules, and send client-ready proposals. They rely on templates and conditional fields to present clear options and collect electronic acceptance and deposits efficiently.
Operations managers audit proposals, enforce approval chains, and configure retention and access policies. They monitor completion rates and ensure signed agreements comply with corporate and regulatory requirements.
Reusable proposal and itinerary templates let travel advisors populate client-specific details quickly while preserving contract language and pricing schedules for consistent proposals.
Compliant electronic signature capture records signer intent and timestamp data to finalize agreements without printing or scanning, reducing turnaround time for bookings.
Show or hide pricing, add-ons, or waiver sections based on customer selections to keep proposals concise and relevant to each itinerary.
Set signer order, parallel approvals, and internal reviewer steps so proposals follow the proper approval path before reaching the client.
Connect with CRM, payment processors, and document storage to sync client records and archive signed agreements automatically.
Track proposal views, signature completion rates, and processing times to monitor team performance and sales pipeline progress.
Two-way integration allows proposals authored in Google Docs to be converted to secure, signable documents while preserving formatting and tracked version history for collaborative editing.
Bidirectional CRM integration imports contact and booking data into proposal templates and writes signed agreement metadata back to the customer record for auditability.
Automatically archive signed proposals to Dropbox folders organized by client or trip ID, enabling consistent backup and centralized document access.
Embed payment links within proposals and capture deposits upon signature to accelerate confirmation and reduce manual reconciliation between systems.
| Setting Name | Configuration |
|---|---|
| Reminder Frequency | 48 hours |
| Auto-Expire Duration | 30 days |
| Approval Chain | Sequential |
| Template Auto-Fill | Client data sync |
| Retention Policy | 7 years |
Users can access landscape proposal software for travel industry from modern browsers on desktop, and through native mobile apps on iOS and Android for signing and review.
For teams handling sensitive traveler data, ensure mobile devices are updated and managed by corporate MDM policies, and that browsers support modern TLS cipher suites to maintain secure connections during proposal creation and signature collection.
A travel manager prepares a master itinerary and cost summary for multiple attendees, ensuring room blocks and transportation options are linked for clarity
Resulting in faster confirmations and reduced booking errors.
An advisor assembles flights, hotels, and tours into a single branded proposal document with optional excursions and cancellation terms
Leading to higher client conversion and simpler post-signing reconciliation.
| Criteria | signNow (Recommended) | DocuSign | Paper-Based |
|---|---|---|---|
| Legally binding (US) | Variable | ||
| Audit Trail Provided | |||
| Turnaround Time | Hours | Hours | Days to weeks |
| Storage & Retrieval | Cloud indexed | Cloud indexed | Physical filing |
90 days for active booking documents
7 years for contracts and financial records
Daily incremental backups
Third-party cloud archival
Secure delete after retention expires
| Pricing Element | signNow (Recommended) | DocuSign | Adobe Sign | Dropbox Sign | PandaDoc |
|---|---|---|---|---|---|
| Starting monthly price | Starting $8/user/month | Starting $10/user/month | Starting $14.99/user/month | Starting $15/user/month | Starting $19/user/month |
| Free trial availability | 14-day trial available | 30-day trial available | 7-day trial available | Free tier with limits | 14-day trial available |
| API access included | Paid plans include API | Paid plans include API | Paid plans include API | API via business plans | API on business plans |
| HIPAA compliance option | Business plans offer HIPAA | Enterprise add-on available | Enterprise offering available | Requires enterprise contract | Enterprise-level support |
| Template limits | Unlimited templates on paid plans | Template limits vary by plan | Unlimited templates available | Templates included on paid plans | Template library on paid plans |