Travel Agent Client Form Bundle – Intake Form, Booking Form & Travel Quote Template

Take the stress out of admin tasks and give your client experience a professional upgrade with this Travel Agent Form Bundle. Designed to save you time and keep your workflow organized, this bundle includes a Client Intake Form, a Booking Information Form, and a Customisable Travel Quotation Template, all editable to match your travel agency’s branding.

This bundle is perfect for both new and established travel advisors, these templates help you stay consistent, gather client details efficiently, and present clear travel quotes that convert.

What's included

Client Intake Form
Capture essential client details and travel preferences in a structured, professional way. Perfect for onboarding.

Booking Information Form
Simplify your process with a form that collects all the client details you need to plan and    book with ease. 

Travel Quotation Template
Present polished quotes and pricing estimates to clients with this easy-to-edit travel quote template.

How It Works

    • After purchase you will first receive an email with confirmation with your order, and afterwards you will receive another email with the ability to download the templates. 

    • Open the templates in Canva (free version works!)

    • Customise fonts, text, images, colors, and branding

    • Download or share with your clients, and done!

This bundle is ideal for... 

    • Solo travel agents or agencies

    • Streamlining your onboarding and booking systems

    • Saving time while looking professional

    • Creating a cohesive, branded client experience