Last updated June 20, 2026
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.
Head to Proposals → New Proposal. A quick setup dialog asks for three things:
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.
The builder uses a card-based layout designed to let you see all your options at a glance and edit each one in detail.
At the top of the builder, you'll see a horizontal strip of option cards — one for each option in your proposal. Each card shows a thumbnail image, the option title, and the total price. Click any card to select it and edit it below.
You can:
When you select an option card, its editor opens below with four tabs:
| Tab | What Goes Here |
|---|---|
| Details | Option type, hotel/destination search, title, dates, images, description, highlights |
| Pricing | Line-item pricing breakdown — per-person, per-room, taxes, fees |
| Flights | Flight segments with airline, times, airports, and booking references |
| Add-Ons | Optional extras like travel insurance, excursions, airport transfers |
Work through each tab to build out the full picture of what the client is getting.
Each option has a type that controls what fields appear and how smart enrichment works. Pick the type that matches what you're presenting:
| Type | Best For | Smart Features |
|---|---|---|
| Hotel / Resort | Hotels, resorts, all-inclusives | Google Places autocomplete fills in photos, description, rating, and location automatically |
| Cruise | Cruise itineraries | Cruise line and ship fields, curated cruise photography from our stock library |
| Tour / Package | Guided tours, bundled packages | Tour operator field, stock photo search for destinations |
| Custom | Anything else | Manual title and image upload — full creative control |
You can mix types within the same proposal. Three hotel options and a cruise? No problem — each option has its own type.
When you select Hotel / Resort and search for a property, JourneyFuse pulls in data from Google Places:
Everything auto-filled is editable. Think of it as a head start, not a straitjacket.
For any option type, you can choose where your images come from:
The selected cover image appears on the option card and as the hero image on the client-facing page. A photo gallery strip below the cover lets you showcase additional images.
Sometimes a photo isn't enough. A cruise line's ship walkthrough, a resort's property tour, a destination highlight reel — let your client watch it without leaving the proposal. The description editor on any option (and the proposal's intro message) has an Insert video button in its toolbar (the small video icon).
youtu.be short link, or an embed link all workOn the client-facing page the video shows as a responsive 16:9 player your client can play right where it sits, on phone or desktop. It scales to the width of the proposal, so it looks right on any screen.
A few things worth knowing:
Tip: Grab the share link straight from YouTube or Vimeo (the "Share" button), paste it in, and you're done. No need to find the "embed code."
Each option has an Add-ons section near the bottom of its editor — optional extras like travel insurance, excursions, or airport transfers. You set a name, a price (per person, fixed total, included, or "quote on request"), and can mark an add-on as recommended or due at booking.
For per-person add-ons, two extra controls appear so the price scopes to the right travelers — the way cruise lines actually sell extras:
The party's adult/child split comes from the Adults / Children counts you set on the proposal, so set those correctly first. These two controls are saved with the add-on and carried into your library, so a "Beverage Package — all adults" template drops in ready to go.
If you find yourself typing the same add-on on every proposal, save it once and reuse it:
Your saved add-ons are workspace-wide, so the whole team draws from the same list.
Go to Settings → Add-on Library to manage saved add-ons outside of a proposal. From there you can create a new add-on from scratch, edit pricing or details, rename, or delete. Deleting an add-on from the library does not affect proposals that already use it.
When you build a Cruise option that includes room blocks (cabin categories like Interior, Oceanview, and Balcony), you can let the client pick one cabin type from a selectable list instead of pricing all blocks together.
Open the option editor, go to the Pricing tab, and look for the "Let the client choose one cabin" toggle. It only appears when the option's pricing mode is set to Blocks and at least one room block is defined.
When the toggle is on:
| Situation | Use selectable cabins? |
|---|---|
| Presenting cabin categories for a single booking (Interior vs. Oceanview vs. Balcony) | Yes — each row is a choice, client picks one |
| Holding a block of multiple cabins for a group (8 Oceanview + 4 Balcony) | No — leave the toggle off so the total is the sum of all held cabins |
The short rule: selectable is for "what type of cabin do you want?" not "how many cabins do we have on hold?"
The client's chosen cabin drives the entire checkout — price, deposit, and any installments all calculate from that cabin's rate. The other cabin types stay visible, and the client can switch their pick at any time before confirming.
Cruise lines often set the deposit off the cruise fare, not the all-in total, and that amount changes by stateroom category (a Disney Cruise Interior and Verandah carry different deposits). When selectable cabins is on, each cabin row gets an optional Deposit column for exactly this.
This keeps the deposit accurate even though the client is choosing between cabins with different fares.
Room count is ignored in selectable mode. Each selectable row represents one cabin type. The quantity is always 1 regardless of the "Rooms" field on that block.
When your proposal is ready:
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.
The client-facing proposal page includes:
When your client chooses an option and clicks Continue to booking, they move through a guided Trip → Your details → Payment → Confirmation checkout — entering traveler details and authorizing their deposit step by step, instead of a single Accept button. The card is authorized (not charged) so you collect when you're ready. See Proposal Checkout for the full client experience. When your client finishes, the proposal status updates to Accepted and you get notified — no more "did they see it?" wondering.
Click Proposal Settings at the bottom of the builder to configure:
These are the defaults for the whole proposal. They apply to every option unless an individual option overrides them (see below).
Quoting two suppliers side by side — say a Royal Caribbean cruise and a Disney cruise — that have different deposit rules and different insurance pricing? You don't have to pick one set of terms for the whole proposal. Each option can carry its own payment schedule and insurance.
Open an option's editor and scroll to Payment & insurance. You'll find two switches:
When your client selects an option at checkout, they see that option's terms — its deposit, its due dates, and its insurance. Options without an override show the proposal default, so you only set what actually differs.
A couple of things worth knowing:
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.
Once a client accepts, their proposal link doesn't go blank — it becomes a booking confirmation page. They'll see a "Booking Confirmed!" card with the trip summary, payment summary, your advisor contact card, and a link to their itinerary, plus any remaining steps like confirming traveler details or authorizing a card.
Below the confirmation sits a Your booked quote section showing the approval date and a read-only copy of every option you presented. The option they chose is marked with a green "You booked this" badge, and the others are dimmed with a "Not selected" label — so a client revisiting the link months later can always see exactly what they approved, what it cost, and when. On split-bundle proposals, each booked pick in each category gets the badge. Nothing on this view is clickable in a way that could change the booking; it's purely for reference.
This is also where the client portal's View Quote Details button lands for booked trips.
Planning a trip with multiple travelers who need to book independently? Open Proposal Settings and toggle on Group Booking Mode to turn your proposal into a self-service booking page.
When group mode is on:
See Group Bookings for the full walkthrough.
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.
Lead with the best option. Put your recommended choice as Option 1 and star it. Most clients pick the first option that excites them.
Let smart enrichment do the heavy lifting. Search for the hotel, let JourneyFuse pull in the photos and description, then tweak from there. You'll build proposals in half the time.
Use real photos, not stock. If the resort sent you property photos, upload those. Clients can smell a generic stock photo from a mile away. But if you don't have property photos, the Google Places images are the next best thing.
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.
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.
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.
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.
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 mix different option types in one proposal? Yes. Each option has its own type — you can have a hotel option, a cruise option, and a tour package all in the same proposal.
How does the hotel auto-fill work? When you pick "Hotel / Resort" as the option type and search for a property, JourneyFuse uses Google Places to pull in photos, a description, the rating, and location details. Everything is editable — it just gives you a head start.
Can I reuse a proposal as a template? Use the Itinerary Templates feature to save and reuse itineraries across proposals.
Let clients tell you about Zelle, wire, or check payments they've sent — without inflating their balance until funds clear.
Brand your client portal, proposal, and itinerary URLs with your own domain name.
Give your clients a branded, no-login portal where they can view itineraries, track payments, and stay connected throughout their trip.