Creating and Sending Proposals

Your client says "I'm thinking Italy next spring." Now what? You build them a proposal — a polished, branded page with trip options they can browse on their phone at 11pm and accept before they change their mind.

Proposals are how you turn "I'm interested" into "I'm booked." And the best part? Your client doesn't need to download anything, create an account, or log in. Just click the link and go.

Creating a Proposal

Head to Proposals → New Proposal. A quick setup dialog asks for three things:

• Trip Name (required) — something your client will recognize, like "Anderson Family — Amalfi Coast 2026"
• Client (optional) — pick from your client list or skip and add them later
• Destination (optional) — helps with filtering and shows on the proposal page

Click Create Proposal and you're in the builder.

Behind the scenes, creating a proposal also creates a trip. You'll find it in your Trips list, ready for bookings, invoices, and everything else.

Building Your Options

Every proposal starts with one option created automatically. Options are different versions of the trip you're presenting — think of them as "here are your choices."

Common ways to use options:

• Budget vs. Premium — same destination, different hotel tiers
• Different cruise lines — Royal Caribbean vs. Norwegian for the same itinerary
• Different dates — spring break vs. summer departure
• Resort vs. villa — all-inclusive resort option alongside a private rental

For each option, you can build out:

• Itinerary — use the Itinerary Builder to create day-by-day plans with content blocks, images, and descriptions. This is where you tell the story of the trip.
• Pricing — break down costs so clients understand what they're getting
• Images — add cover photos and in-itinerary images. A great hero shot of the resort pool does more selling than a paragraph of text.
• Park Days — planning a Disney trip? Add Park Days with dining reservations, Lightning Lane selections, and event details.

Spend the most time on the itinerary. Clients who can picture themselves on day three of the trip are clients who accept the proposal.

Sharing with Your Client

When your proposal is ready:

1. Click Send to Client to email the link directly, or use Copy Link to share it however you prefer — text, WhatsApp, embedded in an email you're already writing
2. The proposal status moves from Draft to Sent
3. Your client opens a branded page with your agency logo, your photo and contact info, and the trip options you built

No login required. Works on phones, tablets, and desktops. Your client can forward the link to their spouse and they'll see the same polished page.

What Your Client Sees

The client-facing proposal page includes:

• Your agency branding — logo, colors, the whole professional package
• Your agent info — photo, name, and contact details so they know who to call
• Trip options — each option with its full itinerary, images, pricing, and descriptions
• Park day details — if applicable, dining reservations, Lightning Lane plans, and scheduled events
• Trip guides — any resource documents or guides you've attached
• Accept button — one click to confirm their choice

When your client accepts, the proposal status updates and you get notified. No more "did they see it?" wondering.

Tracking Proposal Status

The Proposals list shows where every proposal stands:

Status	What It Means
Draft	You're still building it — client hasn't seen it yet
Sent	Link has been shared, waiting for a response
Accepted	Client said yes — time to start booking
Declined	Client passed. Follow up to understand why.
Expired	The proposal passed its expiry date without a response

Use the search bar to find proposals by title, client name, or destination. The status filter helps you zero in on what needs attention — like all your "Sent" proposals that haven't been accepted yet.

Group Booking Mode

Planning a trip with multiple travelers who need to book independently? Toggle on Group Booking Mode to turn your proposal into a self-service booking page. See Group Bookings for the full walkthrough.

AI Import

Got a booking confirmation from a supplier? Use AI Import to paste the email text and let JourneyFuse extract the trip details, pricing, and itinerary information. It's a fast way to build out proposal options when you already have supplier quotes in hand.

Tips for Proposals That Convert

1. Lead with the best option. Put your recommended choice as Option 1. Most clients pick the first option that excites them.

2. Use real photos, not stock. If the resort sent you property photos, use those. Clients can smell a generic stock photo from a mile away.

3. Don't overload with options. Two or three options is the sweet spot. Five options creates decision paralysis. If your client wants something different, create a new proposal.

4. Send it fast. The client who inquired today is most excited today. A proposal that arrives 48 hours later competes with whatever else they've been Googling in the meantime.

5. Follow up if it sits in "Sent." If a proposal hasn't been accepted within a week, pick up the phone. They might have questions, or they might have forgotten. Either way, a quick call beats waiting.

6. Write the itinerary like a story. "Day 3: Wake up to the sound of waves, grab espresso at the beachside cafe, and hop a water taxi to Positano" sells the trip. "Day 3: Transfer to Positano" doesn't.

FAQ

Does creating a proposal also create a trip? Yes. Every proposal is tied to a trip. You'll see it in your Trips list as soon as the proposal is created.

Can I edit a proposal after sending it? Yes. Make your changes in the builder — the client's link always shows the latest version.

Can my client accept on their phone? Absolutely. The proposal page is fully responsive and works on any device.

What if my client wants to discuss options before accepting? That's common and totally fine. The proposal is a conversation starter, not a take-it-or-leave-it. Talk through the options, adjust if needed, and they can accept when they're ready.

Can I reuse a proposal as a template? Use the Itinerary Templates feature to save and reuse itineraries across proposals.