Creating Your First Trip Proposal
Now let's create a stunning travel proposal!
Step-by-Step Guide
Step 1: Start a New Trip
- Click "Trips" in sidebar
- Click "+ Create Trip" button
- Give your trip a name (e.g., "Paris Honeymoon")
Step 2: Select a Contact
- Click on the "Select a contact" card
- Choose an existing contact or create a new one
- The contact's name will appear on the proposal
Step 3: Set Travel Dates
- Click on the dates card
- Select start and end dates
- Dates appear in the proposal header
Step 4: Build Your Itinerary
Adding Days:
- Click "+ Add Day" button
- Each day becomes a section in your proposal
Adding Activities to a Day:
- Click "+ Add Block" inside a day
- Choose block type
- Fill in the details
Step 5: Add Optional Sections
Toggle these sections on/off:
- Introduction - Welcome message and trip overview
- Pricing - Detailed cost breakdown
- Conclusion - Final notes and payment instructions
Step 6: Set Pricing
- Scroll to "Pricing" section
- Enter: Total price + Deposit amount +Payment instructions
- Individual block prices automatically sum up
Sharing Your Proposal
Generate Shareable Link
- Click "Share" button in trip editor
- Copy the unique link (e.g., travelbuilderpro.com/share/abc123)
- Send via: Email, WhatsApp
What Your Client Sees : a beautiful, mobile-responsive proposal with:
- Your agency branding
- Day-by-day itinerary with images
- Interactive map (coming soon)
- Pricing breakdown
- Contact information
Export Options
- Public Link - Share instantly
- Multi-language - EN/ES/FR support