Last updated September 22, 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 proposal title and the trip name are two separate fields. When you rename a proposal whose trip still has the same name (or a placeholder like "Sarah's Trip"), the trip is renamed with it, so a naming convention or internal tracking number you type on the proposal carries through to the trip. A trip you have already given its own name keeps it. To rename a trip directly, open it and click Edit Trip.
Open the lead and choose Create proposal. JourneyFuse creates a linked draft and planning trip using the inquiry's details. Creating the draft does not send it, reserve travel, or move the lead to the sent-proposal stage. If the lead already has a proposal, use View proposal to continue that work.
In the new editor, Notes beside the proposal title opens saved notes from the linked lead, client, and trip. Use Lead to return to your intake call and Show all to expand a long note. This panel is read-only; Open lead takes you back to the inquiry. These internal notes are different from an option's Note to [client], which is labeled CLIENT SEES THIS.
From the trip, open Bookings → Advisor Bookings → Create booking proposal. Offer the specific hotel, transfer, tour, or package being added, with its own price and approval. Do not include previously approved services in the new price unless you intend to quote them again.
A booking proposal uses the same builder and remains on the existing trip. Supported accepted services create booking records automatically; you still complete the supplier reservations and record their confirmations. Use View trip proposals to find existing offers.
These follow-up offers also appear on your main Proposals page. To keep them apart from the quotes you're still trying to win, use the All trips dropdown next to the status filter:
Your choice is remembered in this browser along with the other filters. Clear filters sets it back to All trips.
See From Proposal to Confirmed Booking for the full flow, including the separate Offer add-ons workflow.
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:
In the new look every Options action sits on one row beside the card's title: the layout chip (Client picks one card · change), Sort by price, Combine, AI import and + Add option. The cards themselves show what matters without opening anything: your recommended option carries a ★, and a hidden option is greyed out with Hidden from client in place of its subtitle.
Each option's header keeps just its type chip, its title and ★ Recommended. Everything else is in its ⋯ menu:
| In the ⋯ | What it does |
|---|---|
| Hide from client | Takes the option off the client's page without deleting it (ticked while hidden) |
| Duplicate | Makes a copy of the option |
| Download as PDF | Opens a PDF of just this option — handy when a client wants to forward one hotel to a spouse. Not available for a hidden option, which isn't in the client's PDF |
| Import from trip | Fills this option from the trip's own data (it asks first if that would overwrite what's there) |
| Delete option | Deletes it, after the same warning about what goes with it |
Deleted the wrong one? A toast reads "Fairmont Mayakoba deleted" with Undo for eight seconds. Missed it? The Options card grows a small ⋯ of its own with Recently deleted → Restore "Fairmont Mayakoba" for as long as that option can still come back (until you delete another one). Undo combine lives in the same menu after you combine options.
When you select an option card, its editor opens below on Details, with three tabs:
| Tab | What Goes Here |
|---|---|
| Details | Option type, hotel or destination search, title, dates, the Price panel, photos, description, highlights |
| Flights & add-ons | Flight segments, and extras that belong to this option |
| Overrides | A payment schedule or travel protection for this option only |
The Price panel sits in Details, right below the dates, so the price is never behind a tab. A switch at the top of it sets how the option is priced:
If you've switched to the new look, every option has the same five tabs, whatever its type. The first tab is named for what the option is (Property for a hotel, Sailing for a cruise, Flights, Basics, or What's in it for a bundle). Then come its price tab (Rooms & price, Cabins & price or Price), Photos & story, Add to this option and Terms & protection. A cruise has one extra tab, Ports & days, between Sailing and Cabins & price.
On a cruise whose sailing you picked from the catalog, the Sailing tab opens with one summary line — the ship, the nights, the first port and the dates — and a Change sailing button. The dates come from the sailing itself, so there is nothing to re-type; Edit dates reveals the pickers if you need them (a repositioning leg, a correction), with Mark TBD beside them. Under the write-up the ship's library entry reads Ship info: [ship], from the ship library, with Swap and Remove.
Every option type — cruise, hotel, tour, tickets, anything — also gets a locked amber box, Just for you — never on the proposal or the PDF. It holds two things:
Neither ever appears on the proposal, on the PDF or in the portal. When the client accepts, the number moves onto the trip's booking as Supplier booking number (advisor only) and the time as the booking's Hold expires — one booking per cabin, so each cabin carries it. Nothing you have already typed on a booking is overwritten.
The Cabin Hold Expiring automation reads that expiry, and — this is the point — it reads it while the proposal is still out, so a 72-hour courtesy hold gets its reminder before the client has said yes. See Automations.
In the new look the price tab opens with one question — How will [client] book cabins? — and four answers:
| Answer | What it means |
|---|---|
| One price | A single total. No cabin list. |
| They pick one category | Interior, Ocean View, Balcony… shown "from $X". |
| I've set the cabins | Two or more specific cabins, one total. For families. |
| Price on request | Show the sailing, quote later. |
A hotel or bundle asks the same question in room words (They pick one room type, I've set the rooms).
Under it is one table. For I've set the cabins the columns are Cabin · Category · Deck · Who's in it · Price per cabin · Deposit, one row per cabin; for They pick one category they are Category · Deck · Sleeps · Price per cabin · Deposit, one row per choice.
A line above the table checks the party against the beds: "Party: 4 adults, 2 kids. These 2 cabins sleep 6, so everyone has a bed." If they don't fit it says so, and under They pick one category it offers Set the cabins yourself or Let them pick more than one.
Below the table you get the total — "$5,462.00 for 2 cabins" — with what is due at booking, whether taxes are included, and Spots & display options ›, which holds Spots Available, Max Guests, They can book more than one cabin, and (under One price) the cabin types you show without prices.
Group booking pages work differently in the classic look: each package opens on its own Price & rooms tab, followed by Basics, Extras and Overrides. In the new look a group package uses the same tabs as any option and opens on its price tab. That's where How do the guests pay? asks one question with three answers:
| Answer | Then choose |
|---|---|
| Each pays their own rate | By room sharing · By age · Rate sheet |
| They pick from a block | Held rooms (or cabins) by category · Nights from a rate card |
| One package price | Package parts · Grid by sharing and group size |
Only the answer you pick shows its choices. The package's header shows its price and seat count ("$9,200 · 28 travelers"), and a grey band under it reminds you the day-by-day is shared with the whole group once you publish.
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, per person per day, per room, fixed total, included, or "quote on request"), and can mark an add-on as recommended or due at booking.
Cruise lines sell most extras by the day: Princess Plus at $65 per person, per day, prepaid gratuities at $16 per person, per day, a Wi-Fi or beverage package at a daily rate. Pick Per Person, Per Day as the pricing type and enter the daily rate. The Days field fills in from the option's travel dates (a 7-night sailing bills 7 days) and you can change it. JourneyFuse multiplies the two for you and the client sees the whole picture on the add-on row: the family total, then the rate and the math behind it, for example $1,365 · $65/person/day × 7 days.
A per-day add-on saved to your library keeps the daily rate only. The day count comes from whichever trip you drop it into, so one "Princess Plus" template works for a 4-night and a 10-night sailing alike.
Hotels are quoted by the room, not by the head. A pre-tour night before a Collette or Globus tour, a port-night stay before a cruise, or a resort extension after one is a flat rate per room however many people sleep in it. Pick Per Room as the pricing type, enter the price per room, and set Rooms to how many you are holding. The client sees the total and the math behind it, for example $600 · $200/room × 3 rooms.
Rooms starts at 1 and JourneyFuse never guesses it from your traveler count. Parties split rooms by family and by who is willing to share, and a room count nobody typed is the kind of wrong number that is easy to miss on a quote, so this one is always yours to state.
Before this existed the workaround was to divide the room rate by the number of people, which stopped being right the moment one traveler booked a single. If you have older proposals priced that way, switching them to Per Room is just picking the new pricing type and entering the real rate.
A per-room add-on saved to your library keeps the rate only. The number of rooms comes from whichever trip you drop it into.
Two separate controls decide how an add-on appears to the client:
Use Recommended + Client can add when you want to suggest without changing the first price the client sees. Use Pre-selected when you want an opt-out flow where the client removes what they don't want.
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.
Built a proposal you want to send to more clients? Open it and choose ⋯ → Duplicate in the editor header. JourneyFuse creates:
Nothing client-specific carries over: sent/accepted status, form responses, terms acceptance, and insurance answers all reset. Attach the new client on the trip, adjust prices, and send. A popular itinerary (say, a 10-night Thailand package) becomes a reusable template you can regenerate in a minute.
Because the copy inherits the original's destination, the client-facing page still shows the old location under the title until you change it. In Cover & client, click the destination next to the travel dates and type the new one. It updates the trip and the client page together.
Group booking pages have the same Duplicate action, which additionally scaffolds a fresh group with zero travelers.
A trip often carries more than one proposal. A Mediterranean cruise might have a pre-cruise hotel in Rome and a post-cruise hotel in Barcelona, quoted separately so the client can accept them independently.
The Cover image field on the Cover & client step belongs to the proposal you have open. Put the Colosseum on the Rome one and the Sagrada Familia on the Barcelona one, and each client-facing page leads with its own photo. Changing one never touches the other.
A proposal with no cover of its own shows the trip's photo instead, and the field says so. Pick a different one and it applies from that point on to this proposal only. When a trip has just a single proposal, the two are the same thing, so the trip's photo follows along and the trip card stays in step.
The cover only leads the client-facing page when you chose it. If we filled one in for you from the destination, the first option's own photo leads instead, and the field offers a one-click Use this as the cover to promote ours.
A family booking two cabins at Fort Wilderness, or two rooms at the same resort, is one option with two rows — not two options. Two options are alternatives: the client picks one and pays for one, so quoting two rooms that way asks them to choose between the rooms they both need.
Here's the setup:
The option total is the sum of all rows, and the client sees each room itemized with a combined total. Two cabins at $5,591.52 and $5,013.26 quote as one $10,604.78 trip.
In the new look this is the I've set the cabins answer on the Cabins & price tab (I've set the rooms on a hotel), and a note under the table tells you what acceptance will create: "When Marcus accepts, the trip gets 2 bookings." See Proposal Checkout.
Use one row with Rooms set to 2 when both rooms are the same category and price. Use two rows when they differ — different view, different dates, or a connecting room at another rate.
By room type appears on lodging options: Hotel, Cruise, Tour, and Package. It isn't offered on Flight, Tickets, Dining, Transport, or Excursion options, which are priced flat.
Switching an already-priced option to By room type keeps its existing price until you add your first row, so a proposal you've already sent never shows a client $0 while you're mid-edit.
Quoting a split stay — 4 nights at one hotel, 4 at another, plus flights — or any trip with several pieces that should read as one itinerary? That's Package layout, not a setting on a single hotel option.
Every component you add rolls into one itinerary with a single combined total, exactly as if you'd built one bundled quote by hand. There's no cap on how many hotels, flights, or other pieces a package can hold.
Used Combine instead? The Combine button warns when the options you picked run one after another, but if you go ahead anyway the merged option reads as one hotel line — "Hotel de Russie + Portrait Firenze" — over the whole span. Approval still gets it right: it seeds one hotel booking per property, each on its own dates and its own itinerary day. The first hotel carries the package price and the commission; every later hotel sits underneath it as Included · no charge, so the trip counts one sale, not two. That only works while the merged option still reads exactly as Combine wrote it — retitle the hotel line by hand and approval seeds the single booking you typed.
Want the day by day to match? Once the components carry dates, click Fill from the components in the The client's day by day box above the component cards. Each hotel, flight leg and tour lands on its own date as an itinerary item, with no bookings created, so you can do it while the proposal is still a draft. Details in Build an Itinerary from a Proposal.
Your client narrowed three hotels down to one, and you want to resend with only the one she's considering. Deleting the others would lose their details, and she might change her mind. Hide them instead.
A hidden option is left off the client's proposal page, the PDF, the link preview and checkout. Everything on it is kept: prices, photos, add-ons and its day-by-day. To bring it back, open it and click Show to client.
At least one option has to stay visible, and an option your client already accepted can't be hidden. Hiding isn't available on group booking pages.
Your client's proposal marks each option with a small type word: a Cruise badge on a cruise option's photo, and Package, Hotel, Tour or Flight tags on the rows of a package or split-bundle proposal. That's handy most of the time, but a land-and-cruise Europe journey with three hotels and a river cruise isn't really "a cruise", and the badge can make it look like one.
Change it per option in the builder:
Leave Type label blank to go back to the default. Your wording and the hide choice come along when you duplicate the option, duplicate the proposal, or copy a group booking.
A custom label also shows on options that normally have no badge, like a hotel or package card. Use that to set one option apart, such as "Honeymoon Upgrade".
Package layout presents a multi-part trip — a flight, a pre-cruise hotel night, the cruise — as one stack of components with one total. When you want to quote two versions of that trip, you don't need two proposal links. Put both in the same proposal and give each component a package name.
Here's the setup:
Your client lands on a Choose your package picker above the component stack, with each package's total and what's in it. Picking one swaps the whole stack below, along with the total, the payment schedule, and what gets booked when they accept. They can switch as many times as they like before checking out.
The component cards in the builder show which package each one is in, so a component sitting on "Every package" by accident is visible at a glance — that badge means its price is landing in both totals.
A few things worth knowing:
When you build a lodging 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, find the Price panel on the Details tab, and switch it to By cabin (By room type on hotels, tours and packages). Then set The client to:
The wording follows the option: cruises say "cabin," while hotels, tours, and packages say "room." On a group booking page this is still the "Let the client choose" checkbox on the Price & rooms tab.
When the client can choose:
| 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.
Room categories and room blocks are two different lists on the same option. A room category is a photo, a name, and a description. A room block is a priced row the client can pick. Give them the same name and the two connect: the selectable row shows that category's photo and description, so the list the client chooses from looks like the list they were just reading.
Rows with no matching category still work, they just show name, notes, guests, and price as before.
Room category descriptions take formatting: bold, italics, bulleted and numbered lists, and links. A bulleted list is usually the right shape, since a room description is normally a list of inclusions.
The formatting carries everywhere the room appears: the room categories section on the proposal, the selectable room picker, and the itinerary hotel card. On the printed PDF the names and descriptions come through as indented text under each room (photos are left out of print on purpose).
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.
Open Review & send and review any missing details. Use Preview as client to check the actual options, dates, pricing and terms before sharing.
The normal client link needs no login and works on phones, tablets and desktops. Anyone you share it with can access that proposal, so send it only to the intended travelers.
The email composer offers Follow up automatically and shows your current schedule. Edit my schedule opens the schedule settings. The schedule is saved on the proposal when its first email is sent; resending does not restart it. Follow-ups require a sent proposal, a client email and a future expiration date. They run daily rather than at an exact hour, and stop when the proposal is accepted, declined, marked did not book or expired. A published link by itself does not start email follow-ups.
On Proposals, use the follow-up information and Needs follow-up filter to decide who needs attention. Resending records that contact. If you followed up by phone or text, use Mark as followed up today in the row menu. This records the contact without sending an email. It also prevents an automatic reminder from duplicating a recent manual touch.
A view is a useful signal, not a booking or proof that the traveler read everything. If they say the email never arrived, confirm the address and ask them to check spam; you can share the same live link through your normal conversation. A connected mailbox under Settings → Email can send proposal emails from your own account.
A proposal often needs to land in more than one inbox — a spouse who pays the deposit, a travel companion in a different household, an adult child coordinating a family trip. The Also send to (CC) field on the Cover & client step handles this: everyone you add there gets their own copy of the proposal email when you send (and when you resend).
You don't need to remember anyone's email address. Start typing a name in the CC field and it searches your saved clients and household members, so "gra" finds Grandma's record even if she's a traveler on someone else's household rather than a client of her own. Pick from the list and they're added as a chip showing their name. You can also type any email address directly — press Enter and it's added. Remove anyone with the × on their chip.
A couple of guardrails work quietly in the background: the main client can't be added twice (they already get the email), and a typo like mark.miller@ stays visible with a warning instead of being silently saved — so a copy never fails to arrive without you knowing why.
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.
Some clients want something they can hold, print, or forward to whoever else is coming on the trip. Every proposal can be exported as a branded PDF.
The PDF carries your logo, your accent color, your photo and contact details, and the same content the web page shows: your note to the client, every option with its pricing, photos, highlights and inclusions, flights, add-ons, the payment schedule, the day-by-day itinerary, and your terms and conditions.
A few things behave differently on paper than on screen:
The PDF is generated fresh every time it's downloaded, so it always matches the current version of the proposal. Edit the proposal and the next download reflects the change.
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).
A few settings you set once and rarely revisit live under More in the Deposit / Payments section: the refundable security hold, collecting a card when the client accepts, the price guarantee, and the quote-valid-until date. Click More to open them. Likewise, when travel insurance is switched Off, the Travel insurance section shows only its header row and the switch — turn it on to see the mode and plan fields. On the Terms & conditions panel, a supplier's terms apply to All options by default; click Narrow to specific options when only some options should carry them.
Open Deposit / Payments in the proposal outline. The payment editor offers Flat amount, Percentage, and Per traveler, with separate rows for the deposit and final balance.
New proposals with no configured deposit start with Flat amount and zero until you enter the supplier’s required amount. An agency default percentage still applies, and existing proposals and saved template terms keep their own choices.
The Due at booking preview shows the amount from these terms, or a range when option prices produce different amounts. An option’s own terms and selected add-ons can change the final amount. Custom schedules, supplier-paid rows, and payment-date warnings remain available in the same editor.
Travel insurance is priced two different ways depending on the mode you pick, and the difference catches people out.
Optional and Quote on request price through Plans. Add a named plan, give it a price, and set that plan to Per person so it reads as "$189/traveler", or Flat total for one amount covering the party. Offer two or more plans and the client picks between them.
Required has no plan list — the client cannot choose, so there is nothing to pick between. Instead the Total amount field itself carries a Flat total / Per person switch:
A few things worth knowing about the per-person mode:
Your client sees the resolved figure and the working: "Travel insurance is included with this proposal. Cost: $365.00 ($89.00/adult · $49.00/child)", with a matching Travel insurance line in their cost breakdown.
Remember "Collect the full premium at booking." With it off, the premium is shown to the client but added to no total — not the trip total, not the deposit, not the card authorization. The builder warns you when a price you set is landing nowhere. Turn it on to bill coverage with the trip, or leave it off and invoice the premium separately later.
Each plan has a Covers box (What it covers on a library plan) for the few lines your client reads under the plan name when they choose. It is the same editor as an add-on description, with a small toolbar: bold, italic, bullets and a link button.
Every new proposal starts in your agency's default currency (set under Settings → Agency). When a particular client should be quoted in something else — say you're a Canadian agency quoting a US client in US dollars — open Deposit / Payments in the proposal settings and change the Currency there.
The choice applies to the whole proposal: every price your client sees is labeled in that currency, and when they accept, the draft invoice and the card-on-file request carry it too. A few things worth knowing:
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 | Still being prepared. A draft preview cannot accept a client response. |
| Published | The link is live; publishing alone sends no email. |
| Sent | Submitted through the email send flow. Check Outbox for held or scheduled messages. |
| 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. Proposals never expire on their own unless you give one a date, or turn on an agency-wide window under Settings → Agency & Branding → Branding → Proposals Stay Live For. |
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? That's a group booking page — a proposal whose public link is a self-service checkout rather than an accept/decline.
Start it from Group Trips, not from here. Go to Group Trips → New group and choose Travelers book online from a link. There is no "Group Booking Mode" toggle in the proposal builder — creating it from Group Trips is what puts it in group mode, and a standard proposal can't be converted into one afterward.
On a group booking proposal:
See Group Bookings for the full walkthrough.
When importing a cruise quote, check the selected cabin and whole-party total against the source. A supplier page may also show cheaper calendar “from” fares and other cabin categories; those are not necessarily the option your client is being quoted. A pending reservation is still a quote, not a confirmed booking.
In Review Extracted Options, verify the dates, guest count, cabin category, whether pricing is per person, and whether taxes are already included. Other cabins' full fares are alternatives, not extra charges to add on top of the selected cabin. Resolve missing or conflicting details with the supplier before sending the proposal.
In the new editor's Options card, choose AI import. Use Paste for supplier text, or Upload → Choose Files for PDFs and screenshots. The upload accepts up to five files, each up to 10 MB. Choose Extract Booking Data, then review the extracted options before importing them into the draft.
Check generated descriptions and highlights as well as amounts: additional ship or destination information may not come from your quote. Replace unsupported claims with verified details. A starting-fare grid does not establish a final cabin total; use Price on request until you have a complete quote.
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.
Where does the "Good to Know" list on my proposal come from? That's the JourneyFuse resort library. When the hotel name on an option matches a property we have a write-up for, the client's proposal shows that resort's Highlights and a "Good to Know" list (the honest drawbacks, so nobody is surprised on arrival). Under the Hotel field you'll see a chip reading Resort info: [property name], tagged auto when we matched it by name rather than you picking it. Click Remove on that chip to take the whole block off that option. To stop the automatic matching for every future quote, go to Settings → Saved Properties and turn off Add JourneyFuse resort info automatically. Resort info you pick yourself from the Knowledge Base search still shows either way.
Can my client print the proposal or save it as a PDF? Yes. There's a Download as PDF button at the bottom of the proposal page, and you can grab the same file from the ⋯ menu in the builder. It's branded to your agency and includes the options, pricing, itinerary, and terms.
Can I reuse a proposal as a template? Use the Itinerary Templates feature to save and reuse itineraries across proposals.
Give your clients a branded portal where they can view itineraries, track payments, and stay connected throughout their trip.
Set the agency details, logos, colors, and shared signature clients see across JourneyFuse.
Brand your portal, proposal and itinerary URLs with your own domain, set the link preview and favicon, and control whether the site is indexed by Google.