--- title: Trip Source/Agent Tagging and PDF/Email Customizations | Release Notes description: This update includes new features which provides agent tagging for better source/agents management and Quote PDF/Email template customizations to make the output more personalized and beautiful as per your brands. version: 1.155 date: 2025-06-20 --- # Trip Source/Agent Tagging and PDF/Email Customizations Version 1.155 · 2025-06-20 · by Sudhir Mitharwal This update includes new features which provides agent tagging for better source/agents management and Quote PDF/Email template customizations to make the output more personalized and beautiful as per your brands. Let's dive into more details. ## Agent Categories or Acquisition method (Trip Source Tagging) Admins can now create, edit, delete, and assign tags to trip sources for better organization. Tags appear as badges in trip details and can be viewed in agent drop downs during trip creation. ![Image showing Trip Source Tag on Edit Source Page](https://sembark.com/assets/images/uploads/release-notes-1-155-trip-source-tag-on-edit-form.jpg) A new Tag column and filter is added to the Trip Source page (Admin only). Access tagging via the three-dot menu on the Trip Source page. ![Image showing Trip Source Tags in Advanced Filter and Action to view the Tags Listing](https://sembark.com/assets/images/uploads/release-notes-1-155-trip-source-tags-filters-and-listing.jpg) ### Use Cases: 1. Admin can assign Agent category like A, A+ and can be further used by team as per company policy. 2. You can add Tags with Exhibition names or other source by which Agent is connected with your company. Later it can be used in daily use and reporting. ## Quote PDF/Template Customization You can now personalize PDF itineraries with options like background opacity, section reordering, and sales title. The first page supports landscape (default) or portrait images with overlay styles (dark, light, none). Overlays display trip and sales info. A new branding/review page is added at the end. Image settings are available on the Trip Destination page. ### 1. Section Reordering in Quote PDF You can now change the default ordering of different sections in Quote PDF using the PDF Template. Following sections can be reordered: Hotels, Transport/Activity Overview, Details Day wise Itinerary and Inclusion/Exclusions. To update these settings, please update your Quote PDF Template under the `Organization > Repository > Email/PDF Template > Quote PDF` and click on `Edit` button. ![Image showing reordering options for different sections in Quote PDF Template](https://sembark.com/assets/images/uploads/release-notes-1-155-section-reordering-in-quote-pdf-template.jpg) ### 2. Full Page Destination Image with Overlay If you want to showcase your first page as full image of a Destination, you can now upload a full page portrait image of your destinations. You can also keep the current landscape image for some destinations and the PDF Template will automatically handle the layout for you. In full page portrait mode, you have option to include a dark/light overlay to show the basic details of a package such as Guest Details, Trip Start Date and Duration etc. Use dark mode on lighter image and light mode on darker images. This overlay section is optional and can be removed if required. ![Image showing portrait full page image settings of a destination](https://sembark.com/assets/images/uploads/release-notes-1-155-trip-destination-portrait-image-with-overlay.jpg) ### 3. Branding and Reviews Full Page Image You can now add a full page image of customer reviews or your branding details on per-destination basis and Quote PDF template will automatically include the added image into the footer section of the PDF. ![Image showing sample customer testimonials](https://sembark.com/assets/images/uploads/release-notes-1-155-destination-customer-reviews.jpg) ### 4. Branded Background and Sales Representative Title You can now update the PDF template to add background color which matches your brand color (light shade). The default background is a lighter shade of gray. If you need to rollback, simply change the background opacity to zero to use the gray background. Along with this, you can also customize the Sales Representative Title in the PDF output. This will update the default title (\`Your Holiday Consultant\`) to your desired one. You can also remove the title completely if required. ## Other Improvements - We've improved the Sales Report in the Trips section by adding key financial metrics for better transparency and analysis. These enhancements provide a clearer view of profit margins and currency differences, helping teams make more informed decisions. Following new columns have been added: - Cost Currency - Profit Amount - Profit Percentage - Sell Currency - Revenue (Sell Currency) - Rate of Exchange (ROE) - We've updated the _Operational Bookings Report (Monthly Overview download)_ in the Bookings section to provide deeper insights and improve operational tracking. These additions help streamline operational monitoring and provide a clearer picture of booking and payment statuses. Following columns have been added. - _Suppliers_ (Service wise unique suppliers) (OR- It is added when more than one unique suppliers are there) (+ - It is added when there are multiple suppliers in the service) - _Cab Number Plate_ (Name of vehicle & plate number will be service wised unique) - _Currency_ (for operational services) - _Pending Bookings_ (If no supplier is assigned to respective services) - _Pending Booking Amount_ (Amount of the services for which bookings are pending)( if in a service some cabs are booked and some are not then the amount of the not booked cabs will come in the sum) - _Confirmed Bookings_ (If supplier is assigned to respective services) - _Confirmed Booking Amount_ (Amount for the confirmed services) - _Paid Amount_ (Amount paid for the services) - _Due Amount_ (Amount due for the bookings) ## Release Notes Current release: [Trip Source/Agent Tagging and PDF/Email Customizations](https://sembark.com/travel-software/release-notes/1-155.md) ### 2026 * [v1.176 — AI Email Parsing & Revocable Permissions](https://sembark.com/travel-software/release-notes/1-176.md) * [v1.175 — Advanced Quote PDF Template Settings, Branded & Non-Branded PDF](https://sembark.com/travel-software/release-notes/1-175.md) * [v1.174 — Activity Voucher, Activity FOC, Total FOC & Trip Plan Request- Bulk Assign](https://sembark.com/travel-software/release-notes/1-174.md) * [v1.173 — Stop Sale & Blackout Dates, Customer Payment Preferences, and Pick-up & Drop Locations](https://sembark.com/travel-software/release-notes/1-173.md) * [v1.172 — Supplier Payment Preferences, Transport Cost Distribution, and Trip Source Enhancements](https://sembark.com/travel-software/release-notes/1-172.md) * [v1.171 — Bulk Payment Clearance, Quote PDF Enhancements, and Supplier Management Improvements](https://sembark.com/travel-software/release-notes/1-171.md) * [v1.170 — Enhanced Sales Reports, Transport Service Improvements, and Cab Metric Pricing Sheet System](https://sembark.com/travel-software/release-notes/1-170.md) * [v1.169 — Multi-Guest Management, Enhanced Proforma Invoice, and All Task Filters](https://sembark.com/travel-software/release-notes/1-169.md) * [v1.168 — Hotel Suppliers, Multi-Month Reports Download, Quote PDF Template, Bulk Trip Sales Assignment](https://sembark.com/travel-software/release-notes/1-168.md) ### 2025 * [v1.167 — Hyper localisation of Currency, Trip Plan Request Follow-up Notes](https://sembark.com/travel-software/release-notes/1-167.md) * [v1.166 — Transport Services Edit, General Hotel Notes, New metrics, Multi cab Management in Single Service, and Cab Capacity](https://sembark.com/travel-software/release-notes/1-166.md) * [v1.165 — Advanced Flight System and Account Protection](https://sembark.com/travel-software/release-notes/1-165.md) * [v1.164 — Travel Activity Bulk Disable,Trip Voucher Customisation, Trip Source Management & Transport and Travel activity logs](https://sembark.com/travel-software/release-notes/1-164.md) * [v1.163 — Multipurpose Hotel Notes, Self Booked Accommodation, Custom Column Report & Upgraded Proforma Invoice ](https://sembark.com/travel-software/release-notes/1-163.md) * [v1.162 — Advanced Lead Assignment, Trip Plan Request Dashboard, Hotel Booking Sharing Via WApp](https://sembark.com/travel-software/release-notes/1-162.md) * [v1.161 — Task Management, Transporter wise Rates, OnTrip Changes, Rate compare in Profit Report, Hotel Entry Method ](https://sembark.com/travel-software/release-notes/1-161.md) * [v1.160 — Component-wise Markup and Taxation in Itinerary Builder](https://sembark.com/travel-software/release-notes/1-160.md) * [v1.159 — Bulk disabling of Transport Service, All operational services download for a trip, Transport Service Closing days & Hotel edit log & history checking](https://sembark.com/travel-software/release-notes/1-159.md) * [v1.158 — Proforma Invoice Templates and Quote PDF Banners](https://sembark.com/travel-software/release-notes/1-158.md) * [v1.157 — Improved Password Security and User Management](https://sembark.com/travel-software/release-notes/1-157.md) * [v1.156 — Trip-Wise Transport Ledgers and Improved Hotel Listing](https://sembark.com/travel-software/release-notes/1-156.md) * [v1.155 — Trip Source/Agent Tagging and PDF/Email Customizations](https://sembark.com/travel-software/release-notes/1-155.md) * [v1.154 — Payment Receipt, Hotel Check-In-Out Reports](https://sembark.com/travel-software/release-notes/1-154.md) * [v1.153 — Quick Vouchers, Lock/Unlock Trip and Monthly Accounts Ledgers](https://sembark.com/travel-software/release-notes/1-153.md) * [v1.152 — Activity Closing Days and Trip Operations Overview Download](https://sembark.com/travel-software/release-notes/1-152.md) ### 2024 * [v1.151 — Tax Types, Trip Cost-Profit Report and 2FAs](https://sembark.com/travel-software/release-notes/1-151.md) * [v1.150 — Monthly Tour Downloads, Trip Check-In Reports and Multi-Timezone Access](https://sembark.com/travel-software/release-notes/1-150.md) * [v1.149 — Travel Activity Ticket Bookings and Suppliers](https://sembark.com/travel-software/release-notes/1-149.md) * [v1.148 — New Dashboard, To-Dos and New Roles](https://sembark.com/travel-software/release-notes/1-148.md) * [v1.147 — Email Docx Download and Template Customizations ](https://sembark.com/travel-software/release-notes/1-147.md) ### 2023 * [v1.146 — Customization of Quote Email and PDF Template](https://sembark.com/travel-software/release-notes/1-146.md) * [v1.145 — Salesperson, Destination and Source Reports](https://sembark.com/travel-software/release-notes/1-145.md) * [v1.144 — Multi-Category Quotations](https://sembark.com/travel-software/release-notes/1-144.md) * [v1.143 — Trip Sources Merging](https://sembark.com/travel-software/release-notes/1-143.md) * [v1.142 — Proforma Invoice and Guest City](https://sembark.com/travel-software/release-notes/1-142.md) * [v1.141 — Cab Types Management and Destination-wise Contact or Billing Addresses](https://sembark.com/travel-software/release-notes/1-141.md) * [v1.139 — Hotel Advanced Search, Marketing Person Leads, Website/Ads Leads Tagging](https://sembark.com/travel-software/release-notes/1-139.md) * [v1.138 — Activities and Transports](https://sembark.com/travel-software/release-notes/1-138.md) * [v1.137 — Cab Price Calculator for Quotes](https://sembark.com/travel-software/release-notes/1-137.md) ### 2022 * [v1.135 — Merge Hotels and Destination-wise Support Numbers](https://sembark.com/travel-software/release-notes/1-135.md) * [v1.133 — Select Same Cabs to Quote for All Days](https://sembark.com/travel-software/release-notes/1-133.md) * [v1.131 — Download Trip Sources and Guest Data](https://sembark.com/travel-software/release-notes/1-131.md) * [v1.120 — Markups in Quotes](https://sembark.com/travel-software/release-notes/1-120.md) * [v1.105 — API Integrations](https://sembark.com/travel-software/release-notes/1-105.md) * [v1.104 — Images in Quote PDFs and More Personalization](https://sembark.com/travel-software/release-notes/1-104.md) ### 2021 * [v1.99 — Add Similar Hotel Options in Packages](https://sembark.com/travel-software/release-notes/1-99.md) * [v1.98 — Open Signup and Test Data Mode](https://sembark.com/travel-software/release-notes/1-98.md) * [v1.96 — Trip Cancellation and Payment Refunds](https://sembark.com/travel-software/release-notes/1-96.md) ### 2020 * [v1.72 — Hotel Bookings Ledger](https://sembark.com/travel-software/release-notes/1-72.md) * [v1.70 — Introducing Sales Reports](https://sembark.com/travel-software/release-notes/1-70.md)