Proposal Templates

If you sell the same kind of trip again and again, you shouldn't rebuild the same proposal every time. A proposal template captures everything about how your proposals are set up — and none of the things that belong to one client.

What a template saves

• Layout — itinerary-led, standard, package, and the rest
• Travel insurance setup — offered/required/optional, the explicit decline and its wording, plans and rates
• Add-ons — onboard credit, drink packages, prepaid gratuities, WiFi, with their pricing and "recommended" picks
• What to collect — passport details, dates of birth, emergency contacts, loyalty numbers, attached forms
• Deposit and payment schedule — deposit type and relative milestones like "60 days before travel"
• Terms — agency terms, supplier terms, and how acceptance is captured
• Options — your option structure, with each option's own add-ons and flights

What it never saves: client names, travel dates, prices tied to a specific sailing, or anything the client already responded to. Applying a template starts you configured, not pre-sold.

Save a proposal as a template

1. Open a proposal you're happy with in the proposal editor.
2. Choose Save as template and give it a name (for example, "RCCL 7-night standard").
3. On a team, admins also see Save for the whole agency, which shares the template with every advisor. Everyone else's templates are personal — visible only to you.

Start a proposal from a template

On the Proposals page, create a new proposal as usual. If you have templates, a Start from a template section appears — pick one and the new proposal comes out configured. Dates and prices stay blank for you to fill in for this client.

Templates apply only to new, empty proposals. A proposal that already has options, or that has been sent, can't have a template applied over it — that protects work you've already done and terms a client may have already accepted.

Manage your templates

Go to Settings → Proposal Templates to rename or delete templates. Personal templates are yours alone; agency templates are managed by owners, admins, and anyone your agency has granted template management.

Tips

• Save one template per product you sell repeatedly, not one giant template — picking the right starting point beats un-configuring the wrong one.
• The usage counter shows which templates earn their keep. Delete the ones that don't.
• Updating a template = save the improved proposal again under a new name, then delete the old one.