Share full Itineraries and Smart proposal templates with team members 🎥

Need to share an entire Itinerary or Smart proposal template with your team? Save the Itinerary or Smart proposal as a team template! 

Share an Itinerary or Smart proposal with your team 

To share an Itinerary or Smart proposal template with your team, locate that Itinerary or Smart proposal within your trip's files tab. 

Once located, select the "..." action menu in the top right of the file and click the option to "Share as team template":

Once shared, the team icon will appear next to the Itinerary or Smart proposal: 

View and edit shared Itineraries and Smart proposals

To view and edit these templates, navigate to Itineraries tab within your dashboard. From here, you can click on the template to edit it, preview the template, and remove it from team templates:

Access and use shared Itineraries and Smart Proposals

You can access a shared template by opening the Itinerary or Smart proposal you’d like to apply the template to, then finding and selecting the template within your Library:

FAQs

Who can create and make edits to Itinerary or Smart proposal templates? 

Only team owners can create, edit, or remove shared Itinerary or Smart proposal templates. 

If you edit a template, how does it affect itineraries or Smart proposals created from it?

Itineraries or Smart proposals created from a template will be not changed if that original template is edited.

What happens is a template's original proposal is deleted? 

This will also remove the shared template. However, itineraries or Smart Proposals created from it will not be affected.