Skip to main content

Forms in proposals

Add customised forms to your proposals to collect travellers' information automatically.

Alicia Escobar avatar
Written by Alicia Escobar
Updated over 3 months ago

The form block is a very versatile tool, as it can be used for many different purposes. Let's first see how to set it up with the different types of questions it offers and then the different applications it can have:

Form configuration

Group 2889

Include all the questions you need depending on the trip: personal details, travel document details, allergies, interest in excursions at the destination... This way you will have all the information at just one click. The following types of questions are available:

  1. Short/extensive text: for short or detailed answers.

  2. Drop-down selector: ideal for offering several options in a compact menu.

  3. Single-choice question: choose only one option among several.

  4. Multiple choice question: allows you to select multiple answers.

  5. Date: selection of a specific date.

  6. File: the user can attach documents or images.

  7. Country: choose your country of residence or country of destination.

  8. Checkbox: checkbox where users can accept or not. For example the acceptance of the ‘Cancellation and refund policy’.

Once the form is designed according to your needs, it will be integrated into the proposal, and the results will be available in real time on the travel platform. Once you have designed a form with the questions you need, you can save it in the form library. This will allow you to reuse the content in future proposals without having to set it up from scratch each time and save time. To be able to use it in another proposal, just drag the form block and import one from your library.

Captura de Pantalla 2025-01-07 a las 18.23.35

Uses of the form

  • Booking request form: for the potential customer to complete if they are interested in booking the trip.

Group 2888

  • Form to manage event registrations, so that each attendee can register and complete all their details in a professional manner.

Captura de Pantalla 2025-01-07 a las 18.30.36

  • Form to book a trip: this form can include all the questions that the agency needs your client to fill in to confirm the booking: uploading a passport photo, telephone number, allergies, any information of interest, etc.

Did this answer your question?