Document Proposals

Sometimes you already have the perfect quote in hand. Disney's agent portal spat out an official-looking PDF, the cruise line emailed you a polished confirmation, the tour operator sent over their branded rate sheet — and you'd rather your client see that exact document than have JourneyFuse rebuild it field-by-field.

That's what Document mode is for. It's the third proposal layout alongside Comparison and Bundle. Instead of constructing structured options, you type a few quick details and attach your PDF quote. The client opens a clean public proposal link, views the original document, and accepts — and the PDF lands automatically in their trip.

Perfect for: Disney quotes exported from the agent portal, cruise line confirmations, tour operator rate sheets, or any supplier PDF you want the client to see in its original form — no extraction, no rebuilding.

When to Use Document Mode

Reach for Document mode when you have an official supplier PDF that should be shown as-is, and you don't want JourneyFuse to extract or restructure the details.

Use Document mode when…	Use Comparison or Bundle when…
You have an official supplier PDF the client should see exactly as exported	You're building options from scratch inside JourneyFuse
The quote's branding and formatting matter (Disney, cruise lines)	You want structured pricing, highlights, and photos
You want to attach, not rebuild	You want JourneyFuse to handle layout and presentation

Tip: If you want JourneyFuse to pull the line items out of a supplier PDF and turn them into editable options, that's a different tool — see AI Booking Import. Document mode does the opposite: it leaves the PDF untouched and shows it to the client whole.

Switching a Proposal to Document Layout

1. Open the proposal in the editor (create a new proposal on any trip, or open an existing one).
2. Find the Layout selector near the top of the builder.
3. Choose the Document tile — it sits right next to Comparison and Bundle.

That's it. The builder switches to the document offer cards described below.

Note: Group bookings are a separate mode and aren't affected by the layout selector. If you need a self-service group booking page, see Group Bookings.

Building Offers

In Document mode, each offer is a simple card. There's no AI extraction and no field-by-field rebuilding — you just describe the offer and attach the PDF.

For each offer card, fill in:

• Offer name — what the client sees as the title (e.g., "Grand Floridian — 7 Nights" or "Western Caribbean Balcony").
• Price — the total for this offer.
• Dates — the travel window.
• Short blurb (optional) — a sentence or two of context. Great for a quick note like "Includes park hopper and dining plan."
• PDF quote — drag and drop the file onto the card, or click to choose a file. Max 10MB. The PDF is attached exactly as-is.

Adding Multiple Offers

You can add more than one offer to a single Document proposal — for example, three resort options, each with its own official quote PDF. Click Add offer for each one. The client will see them as selectable cards and can pick the one they want.

Tip: Give each offer a clear, distinct name. "Polynesian — Garden View" and "Polynesian — Theme Park View" beats "Option 1" and "Option 2" when the client is comparing two attached PDFs.

What Your Client Sees

When you send the proposal, the client opens a public proposal link — no account, no login, no download required to view it. The page is branded to your agency, just like every other proposal.

Each offer shows the name, price, dates, and blurb, plus a View quote button that opens the original PDF (with a download option built in).

• One offer → the proposal renders as a single, clean document with one quote to view.
• Multiple offers → each offer shows as a selectable card so the client can compare and choose.

Accepting an Offer

The client accepts an offer exactly like any other proposal — select it and confirm.

On acceptance, the accepted offer's PDF is automatically added to the trip's Documents and to the itinerary's documents. That means the client keeps access to the official supplier quote right inside their trip view, so they're never hunting through old emails to find it again. (For more on how trip documents work, see Documents.)

Heads-Up & Tips

• Don't send an offer with no PDF. If you try to send a proposal where an offer is missing its attached quote, JourneyFuse warns you first — because the client would otherwise see an empty card. Attach the PDF before sending.
• Only the accepted PDF carries over. When the client accepts one offer out of several, that offer's PDF is the one added to the trip and itinerary. The other offers' PDFs stay on the proposal — they don't clutter the trip.
• Keep the file under 10MB. If a supplier PDF is larger, you may need to compress or split it before uploading.

FAQ

Does JourneyFuse read or change my PDF? No. Document mode attaches the file exactly as you uploaded it. There's no extraction, no reformatting — the client sees the original document.

Can I mix Document offers with structured Comparison options in the same proposal? No — the layout is set per proposal. A proposal is either Document, Comparison, or Bundle. If you need both, create separate proposals on the trip.

Can I have multiple PDF offers in one proposal? Yes. Add as many offers as you like, each with its own name, price, dates, blurb, and PDF. The client picks one.

What happens to the PDFs on the offers the client didn't choose? They remain attached to the proposal but are not copied to the trip. Only the accepted offer's PDF is added to the trip's Documents and the itinerary's documents.

The client says they can't find the quote after accepting — where did it go? It's in their trip. On acceptance, the accepted PDF is automatically added to the trip's Documents and the itinerary's documents, both visible in the client's portal view.

Do clients need an account to view the quote? No. The proposal opens from a public link with no account required, and the View quote button opens (and lets them download) the PDF right there.