Travel requisition forms templates

This keeps the form short, clean and relevant to your clients! Embed in your site. These forms can be embedded on your website so your clients can fill it out directly on your site. But they're flexible, so you can send clients a direct link in an email.

Psst, it's also a really good way to save time with tire-kickers too. What it does: Asks questions about their interests so you can find out what their expectations are. Final Thoughts: If you prefer to chat over the phone with your clients for a personal touch, this travel agent form is a great way for you to document the information from your initial contact conversation to make sure you collect all the information you need to give them a proper quote.

What I love most about the travel itinerary template form is that you can either adapt it to use it for your travel business, or you can send it to your clients as a resource with your branding if they prefer to be in charge the scheduling the day-to-day activities, side trips, and attractions. You can adapt it to give your clients a detailed itinerary, or to use it as a sample itinerary for particular destinations to help entice your travelers.

Final Thoughts: This form is our exception to the rule. Because it's customizable, but it's not via JotForm. Why did we throw you a curveball? Because we needed to go a different route in terms of template style. It's essentially a fancified spreadsheet.

Shh, don't tell. Once it's filled out with all the bells and whistles of the trip, all you need to do is download it as a PDF. Want to give it a go? Download the form, and find details on how to customize it here. This travel agent form helps address that by reiterating:. What it Does: The Vacation in Review form is tool for clients to process the highs and lows of their trip and share them with you.

The form will help you:. Final Thoughts: This form is a great way to gather testimonials for your website. It even has a short video to walk you through it! Who it's For: Disney Agents, this one's for you! In fact, even if you just dabble in Disney, this is a great resource. Unless you have Rain Man level skills if you do, let's talk , you probably can't track that level of details for your entire client list. Hence it is essential to mention all the names of the persons along with their signature whose permission is necessary to approve the trip.

Terms and conditions should be clearly described in the travel request form template. Additional notes should also be given place in the template to add any additional information regarding the trip. Next up we will show you some superb exampels of travel request forms that you can download and customize for your use. Free Travel Request Form Template uaf. The template includes the information related to the traveler, the reason for the trip, transportation, total travel amount, etc.

A travel checklist is also provided for the use of the travel coordinator, so download it today. Free Travel Request Form Template soest. Instructions are also given to make it easier for the traveler to fill up the form. Simple Travel Request Form Template fin.

The template is sectioned into parts such as traveler details, travel details, employee declaration, travel cost, approval by dean and project manager, etc and the traveler is required to fill in the details accordingly. Travel Request Form Template Sample internal. All the details of the traveler, estimated costs, date, and timings of the meetings and approvals are displayed in the travel ticket template systematically in the tabular form that makes it look organized.

In addition, you can embed your travel request form as an iframe or web pop-up on your organization's website. Formplus also has a WordPress plug-in that allows you to add the business travel request form to your website through a widget. After a successful submission is made in your form, you can automatically send a confirmation email to form respondents. Autoresponder messages ease communication with form respondents and you can also include a copy of the form submission in these emails.

In the same vein, you can keep your team abreast of form submissions by sending email notifications to them immediately you receive a form submission. You can schedule email notifications to be sent out daily, weekly, and monthly, and you can also include a copy of form submissions in these notifications.

Formplus allows you to carry out simple date-time arithmetic processes in your travel request form. Date-time calculations are easy to perform and they can be done between 2 date or time fields, a single date field, or a date-time field and a duration field.

Formplus also allows for date-time validation to prevent date-time input errors in your business travel request form. With field validation, you can improve on the quality of data gathered via your business travel request template by preventing respondents from submitting the wrong date-time format in your form. Formplus forms are user-responsive which means that they can be filled out on any smart device including your smartphone, without inconveniences.

The form builder is also mobile-responsive; making it possible for you to create your travel request form on the go. To prevent clusters in your form which can result in high form dropout rates, Formplus allows you to create multi-pages in your travel request template.

This means that you can place similar form fields on a page or have one field per page in your form. After a form respondent successfully fills out your travel request form, you can instantly redirect them to another form or page on your website. You can automatically send form respondents to another form or page on your website, and this will help them get acquainted with your brand. With over 30 fields in the Formplus form builder, it is very easy for you to collect different information in your business travel request form.

However, it can't pull logged-in employee information, needs to be printed so that it can be signed and must be sent around by email for approval. Electronic processes have huge advantages. Simple Travel Request Form This travel request form does not demonstrate frevvo's built-in workflow routing. The form pulls in employee data and pre-populates fields. It also displays dynamic behavior such as displaying a list of US States if the country is US but allowing free-form entry otherwise.

It validates fields automatically but also uses a visual business rule to ensure that the selected return date is after the departure date. It also supports electronic signing.

Finally, when the form is submitted, it simply sends an email for approval including a PDF of the travel request. Automatic Calculations for Mileage Reimbursement This approval workflow is used to reimburse employees for actual miles driven. Instead of requiring them to enter miles manually, it uses the Google Maps Distance API to compute mileage between city pairs and then automatically calculates reimbursement amount and totals.

It's easier, faster and has fewer errors. The form also demonstrates digital signatures which verify the identity of the user signing it and guarantee that the signed data has not been tampered with.

Compare it to using Excel or paper. None of this functionality is possible. The online version saves time and reduces mistakes. Travel Requests are an everyday business activity Travel authorization and mileage forms are extremely common across all industries. What's on a travel request form? Why use online forms vs Excel or paper? Why use electronic travel forms?