Set Default Layouts for Trip Documents

You can follow these instructions to set the default layouts for your Quotes and Trip Sheets.

1. From Trip Manager, go to go to Company → Settings.

2. Click on the Reports tab. You can preview and select default layouts for your trip documents from here. A few examples of the different quote layouts are below. Click on the arrow to expand each image.

Traditional Quote 

Modern Quote 

Cosmopolitan Quote 

Tabloid Quote

Mosaic Quote

Retro Quote

“Make available” allows you to set which versions are available to your sales team when they are managing trips. “Auto-generate” will automatically create documents for your trips. Reports that are not auto-generated will still be available when downloading or emailing trip documents.

Don’t forget to click Save at the bottom of the page!