Edge Document Engine

Beautiful, branded
travel documents

From sales proposals to booking confirmations — every document your customers need, generated from Salesforce and delivered as branded HTML pages and pixel-perfect PDFs.

5 core document types
Unlimited custom templates
Fully brandable per tenant
HTML ViewerPDF DownloadEmail Delivery
Document Types

Every document, one engine

The Edge Document Engine supports the full travel document lifecycle — from the first proposal through to final pre-departure itinerary. Delivered as branded HTML pages and pixel-perfect PDFs.

01Sales Proposal
02Option
03Booking Confirmation
04Financial Summary
05Final Itinerary
Live01

Sales Proposal

Rich branded proposal with hero imagery, day-by-day itinerary, inclusions, pricing, and terms — designed to convert.

Hero image & introTour highlightsDay-by-day itineraryInclusions & exclusionsPricing & depositsTerms & conditions
Live02

Option

Inventory-held proposal with urgency messaging, expiry countdown, and embedded payment collection via Edge Pay.

Inventory held badgeExpiry countdownFull proposal contentPay Now button (Edge Pay)Hold-until deadlineTerms & conditions
Live03

Booking Confirmation

Auto-generated confirmation sent after payment — the customer's official record of their booking.

Booking detailsPassenger listPayment summaryImportant datesWhat happens nextContact details
Live04

Financial Summary

Professional financial document with itemised charges, tax breakdown, payment history, and balance due.

Invoice number & dateLine itemsTax breakdownPayment historyBalance dueBank details
Live05

Final Itinerary

Comprehensive pre-departure travel pack with flights, day-by-day logistics, hotels, and emergency contacts.

Flight detailsDay-by-day with hotelsEmergency contactsImportant notesPacking checklistTravel insurance

Custom Templates

Need something different? The engine supports any document structure — vouchers, passenger manifests, pre-departure packs, or something entirely new.

Vouchers & service confirmationsPassenger information sheetsPre-departure checklistsSupplier manifestsAny custom layout
HTML
Mobile-responsive branded viewer
PDF
Pixel-perfect print-ready download
Email
Branded HTML email delivery
Sample Gallery

See them in action

Each document is generated from the same Salesforce booking data, styled with your brand's colours, fonts, and imagery. Click a type to preview.

Sales Proposal
docs.yourbrand.com/proposals/KT-2026-SEA-004821
Your Brand
Ref: KT-2026-SEA-004821
Small Group · Thailand · Laos · Vietnam

Southeast Asia Explorer

A curated journey across Southeast Asia

10 days / 9 nightsBangkokHanoiModerateMax 16
Three countries.
Countless memories.

Bangkok · Chiang Mai · Luang Prabang · Hanoi · Ha Long Bay

Bangkok
Days 1–2
Thailand
Chiang Mai
Days 3–4
Thailand
Luang Prabang
Days 5–6
Laos
Hanoi
Days 7–8
Vietnam
Ha Long Bay
Days 9
Vietnam
Prepared for
James Richardson & Emma Richardson
15 April 202624 April 2026

Tour Highlights

Temple visits in Bangkok & Luang Prabang
Elephant sanctuary experience
Ha Long Bay cruise & kayaking
UNESCO World Heritage cities
Mekong River exploration
Street food & local cooking

Your Journey

Each moment curated, every detail considered

1
Day 1 · Bangkok

Arrive in Bangkok

Welcome to Thailand. Transfer to your hotel in the heart of the city. Evening welcome dinner with your group and tour leader at a riverside restaurant.

DinnerRiva Surya BangkokAirport transfer included
Day 2 · Bangkok

Bangkok Temples & Markets

Visit the Grand Palace and Wat Phra Kaew, explore Chinatown, and cruise the Chao Phraya River. Afternoon at leisure to explore local markets.

BreakfastRiva Surya Bangkok
2
3
Day 3 · Chiang Mai

Bangkok to Chiang Mai

Morning flight to Chiang Mai. Afternoon visit to Doi Suthep temple with panoramic city views. Evening walking tour of the Night Bazaar.

BreakfastDinnerAkyra Manor Chiang MaiDomestic flight + airport transfer
Day 4 · Chiang Mai

Chiang Mai Countryside

Full-day excursion to the countryside. Visit an elephant sanctuary, explore hill tribe villages, and enjoy a traditional Khantoke dinner.

BreakfastLunchDinnerAkyra Manor Chiang Mai
4
5
Day 5 · Luang Prabang

Chiang Mai to Luang Prabang

Fly to the UNESCO World Heritage city of Luang Prabang in Laos. Afternoon at leisure to explore the charming streets and temples.

BreakfastSofitel Luang PrabangInternational flight + airport transfer
Day 6 · Luang Prabang

Luang Prabang Discovery

Early morning alms-giving ceremony. Visit Kuang Si Waterfalls, explore the Royal Palace Museum, and browse the famous night market.

BreakfastLunchSofitel Luang Prabang
6
7
Day 7 · Hanoi

Luang Prabang to Hanoi

Morning Mekong River cruise to Pak Ou Caves. Afternoon flight to Hanoi. Evening stroll around Hoan Kiem Lake.

BreakfastDinnerLa Siesta Premium Hang BeInternational flight + airport transfer
Day 8 · Hanoi

Hanoi Old Quarter

Walking tour of Hanoi's atmospheric Old Quarter. Visit Ho Chi Minh Mausoleum, Temple of Literature, and enjoy a water puppet show.

BreakfastLunchLa Siesta Premium Hang Be
8
9
Day 9 · Ha Long Bay

Ha Long Bay Cruise

Full-day cruise through the limestone karsts of Ha Long Bay. Kayaking, cave exploration, and seafood lunch on board.

BreakfastLunchDinnerLa Siesta Premium Hang BeReturn coach transfer
Day 10 · Hanoi

Departure

Free morning for last-minute shopping in the Old Quarter. Transfer to Noi Bai Airport for your departure flight.

BreakfastAirport transfer included
10

Your Accommodations

Riva Surya Bangkok
Bangkok, Thailand
Deluxe River View
2 nights · 15 Apr 202617 Apr 2026
Conf: RSB-48291
Akyra Manor Chiang Mai
Chiang Mai, Thailand
Manor Suite
2 nights · 17 Apr 202619 Apr 2026
Conf: AMC-77412
Sofitel Luang Prabang
Luang Prabang, Laos
Superior Garden Room
2 nights · 19 Apr 202621 Apr 2026
Conf: SLP-10385
La Siesta Premium Hang Be
Hanoi, Vietnam
Premium City View
3 nights · 21 Apr 202624 Apr 2026
Conf: LSP-65023

What's Included

All accommodation as listed (9 nights)
Meals as indicated (B = Breakfast, L = Lunch, D = Dinner)
All internal flights and transfers
English-speaking local guides
All entrance fees and activities as listed
Welcome dinner and farewell lunch
24/7 emergency support line

Not Included

International flights (can be arranged)
Travel insurance (recommended)
Visa fees
Meals not indicated in itinerary
Personal expenses and tips
Optional excursions

Pricing

DescriptionQtyUnit PriceTotal
Southeast Asia Explorer — Adult (x2)2$2,495$4,990
Single supplement waiver1$0$0
Travel insurance (comprehensive)2$89$178
Visa assistance service2$35$70
Subtotal$5,238
Taxes & fees$262
Grand Total$5,500
Deposit
$1,000
$500/person
Balance Due
$3,990
by 1 March 2026
Per Person
$2,495
2 travellers

Comprehensive Travel Protection

$89/person
Trip cancellation up to 100% of trip cost
Emergency medical up to $250,000
Baggage loss up to $2,500
Travel delay coverage

Ready to book your adventure?

This proposal is valid for 30 days. Secure your place with a deposit of $500 per person.

Your Tour Specialist
SM
Sarah Mitchell
Travel Specialist
sarah.mitchell@example.com
+1 (800) 555-0199
Key Dates
Departure
15 April 2026
Return
24 April 2026
Balance Due
1 March 2026
Quick Facts
Duration10 days / 9 nights
CountriesThailand, Laos, Vietnam
Group SizeMax 16
ActivityModerate
Tour CodeSEA-EXP
Trip Total
$4,990
2 travellers · $2,495/pp

Terms & Conditions

By confirming this booking you agree to the operator's standard terms and conditions. Full cancellation, amendment, and refund policies are available on request. Travel insurance is strongly recommended for all passengers.

HTML ViewerPDF DownloadEmail Delivery

Your Company Name | 123 Travel Street, London, EC1A 1BB

+44 20 7946 0958 | info@example.com

All samples show generic "Your Brand" placeholder styling. Each document is fully customisable — colours, fonts, logos, and section order are configured for each customer.

Edge Pay Integration

From proposal to payment

When inventory is held, customers can pay directly from the document viewer. No context-switching, no separate portals — just a seamless path from browsing to booked.

Proposal Sent
Customer receives branded link
Option Created
Inventory held, clock starts
Pay Now
Customer pays from document
Booking Confirmed
Salesforce updated automatically

Embedded Payment

Customers pay directly from the document viewer — no separate payment portal needed.

Braintree & Adyen

Flexible payment gateway support with multi-currency handling.

Deposit or Full

Collect deposits to secure inventory, or full payment — configurable per document type.

Salesforce Sync

Payment captured? Salesforce status updates automatically — no manual data entry.

PCI-compliantSecure payment collectionMulti-currency supportPowered by Edge Pay
How It Works

From data to document

The Edge Document Engine pulls live booking data from Salesforce, applies your brand's templates, and delivers polished documents as HTML pages and pixel-perfect PDFs.

Data

Salesforce → Engine

Bookings
Tour, dates, status
Passengers
Names, passports, requirements
Itinerary
Day-by-day, hotels, flights
Pricing
Line items, payments, balance

Template Engine

Design + Logic

Handlebars Templates
HTML + dynamic variables
Brand CSS Variables
Colours, fonts, logos per tenant
Section Visibility
Show/hide sections per doc type
Version Control
GitLab-backed template history

Output

Delivered to Customer

HTML Viewer
Mobile-responsive branded page, shareable link, real-time updates
PDF Download
Pixel-perfect A4/Letter via Puppeteer, page break control, print-ready
Email + Notifications
Branded HTML email templates, automated delivery from Salesforce
Customer Preferences
Self-service portal for travellers

Built-in document lifecycle

Documents include built-in expiry management. From active proposal, to expired banner, to fully archived — the viewer handles every state automatically. Options show countdown timers and urgency messaging before expiry.

Seconds
Document render time
100%
Brand-consistent output
1-click
Generate from Salesforce
5+
Core document types + custom

Ready to see your brand?

Every document shown here can be customised with your brand's colours, fonts, logos, and imagery. Let us show you what your documents could look like.

Kaptio

Serve travelers, not spreadsheets.