Forms & Templates

Every advisor business runs on the same handful of forms — passport copies, traveler preferences, contract acknowledgements, post-trip surveys — and every advisor we talked to hated managing them. The forms live in Typeform, the e-signature lives in DocuSign, and the responses end up scattered across email and a Google Drive folder no one wants to clean up.

TripPortfolio forms are a single tool that replaces all three. Every form is branded by default (your logo, fonts, colours) and the submission lands directly on the right client + trip. Passport details auto-extract via OCR (Studio+) so the client uploads a photo and you get structured fields back, ready to feed into the airline booking.

Templates ship for the obvious cases — passport intake, dietary preferences, post-trip survey, payment authorisation, agency contract — so a new advisor can send their first intake form in their first hour. Studio+ adds shared templates across the team so the agency's standard forms only get drafted once.

Available on every tier. CRM sync, OCR, and shared team templates unlock at Studio. E-signature on the contract template is included on every tier.