Document Types Explained

Document Types Explained


Document Types

TBN's Solutions are designed to give you options when communicating with customers. We know that often there are different needs for different customers that drive what data you want to show, how you present prices, and what level of details you want to display. The following modules give you options when it comes to document types.

  1. Quotes
  2. Bookings
  3. Invoices
Below we will discuss each module individually and the options that exist. 

Quotes

When sending a quote you have the following options- 

Detailed:

Shows the price of the vehicles and the individual included addons.
​

Summary:

Shows only a price for the trip, does not show any add-on prices or details. 


Bookings

When sending a Booking document you have the following options- 

Detailed:

Shows vehicles and addons itemized on the booking PDF. 


Summary:

Shows the total trip price, which vehicles are included but does not itemize the prices. Does not show add-on information. 


Invoices

When sending an invoice you have the following options- 

Basic Invoice:

Standard invoice with vehicle and add-on information. 


Detailed Invoice:

Adds details pricing section which shows the daily vehicle price breakdown and the associated pricing equation. 


Summary Invoice:

Adds the Pricing summary section which shows the multi day pricing breakdown without the pricing calculations, including any fees that are set on the vehicle types page that were included in the price. 


No Pricing Detail Invoice:

Shows no individual prices for vehicles or add-ons and presents the trip as a single price invoiced item. 


Setting the default document type for your company and change it on a customer by customer basis. 

TBN allows you set a default document type and to change that default for individual contacts and organization. This video will walk you through how to do that. 

Video Overview

This module explains how to configure the default document type for quotes and bookings in OpsDriver. You can set these globally, at the organization level, or on individual contacts—giving you full control over how your documents appear by default.

1. What Are Document Types?


OpsDriver allows you to choose between:

  • Summary documents – Clean, high-level overview of the trip

  • Detailed documents – Full itinerary with stop-by-stop breakdowns


These apply to:

  • Quotes (when sent to potential customers)

  • Bookings (when confirmed and shared for payment, records, or dispatch)

2. Setting Global Defaults


Step-by-Step Instructions:

  1. Navigate to Company Setup > General Settings > Account Settings.

  2. Scroll to Basic Settings – OpsDriver.


Here you can configure:

  • Default Quote Document Type

  • Default Booking Document Type


Choose either Summary or Detailed for each.


These settings apply to:


  • New contacts and organizations

  • Web quotes that come in without a contact

3. Overriding Defaults for Specific Organizations


Instructions:

  1. Go to Sales > Organizations.

  2. Click into the desired organization.

  3. Scroll to the document type fields under Organization Details:

    • Default Quote Document Type

    • Default Booking Document Type

  4. Select either Summary or Detailed.


These settings override the global defaults for this organization’s contacts and bookings.

4. Overriding Defaults for Individual Contacts


You can also configure preferences at the contact level:

  1. Go to Sales > Contacts.

  2. Select a contact.

  3. Scroll to:

    • Default Quote Document Type

    • Default Booking Document Type

  4. Choose your preferred format.


These settings override both the organization and global defaults for this specific person.

5. Why This Matters


Setting appropriate defaults ensures:

  • Customers receive documents in the format that best fits your communication style

  • You reduce repetitive selection when generating new quotes or bookings

  • Document delivery is consistent across your team

Best Practices

  • Use Summary for casual customers or simple trips

  • Use Detailed for school groups, multi-leg trips, or compliance-heavy accounts

  • Review and update organization/contact-level settings for major accounts




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