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triploft

Forms

Collect client information and automatically create trips or contacts

Forms Overview

Build, edit, and understand the structure of forms in Triploft

Creating & Managing Forms

Build your form using the drag-and-drop editor, add, configure and preview elements

Form Builder

Control availability, configure the submission experience, set up notifications, and enable e-signature

Form Settings & Configuration

What happens after a client submits a form - viewing responses and how data lands in the CRM

Form Responses & Outcomes

Guides to help you with creating and managing trips

Trip Planning in TripLoft

This guide will take you through the initial process of creating a trip in TripLoft. It's the first in the series of helping you get started with your our Travel OS.

Trips

Everything you need to build detailed, client-ready proposals - trip components, pricing, options & preferences, sharing and more.

Proposals

Smart Import lets you turn an itinerary PDF into a fully structured TripLoft proposal in just a few steps. Upload an itinerary, review the parsed details, and instantly convert flights, hotels, transfers, and activities into editable trip components inside your proposal.

Instead of rebuilding trips manually, Smart Import gives you a ready-to-customize proposal that looks professional and client-ready.

TriploftAI

How can we help you?

Forms

Trip Planning in TripLoft

Proposals