Last updated August 2, 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.
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 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.
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.
Pricing Mode 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.
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 editor, scroll to the Pricing section, and look for the "Let the client choose one cabin" toggle. It only appears when the option's pricing mode is set to By room type (Room Blocks) and at least one room block is defined.
The wording follows the option: cruises say "cabin," while hotels, tours, and packages say "room."
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.
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.
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.
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).
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.
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.
Brand your client portal, proposal, and itinerary URLs with your own domain name, set the link preview image and tab icon, and control whether your public site is live, private, or indexed by search engines like Google.
What the domain warning on your settings page means, why it happens, and the exact steps to fix it.
Customize your agency logo, accent color, and tagline — and control how your brand appears on proposals, invoices, and the client portal.