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Overview

Proposals in Odia help you create, track, and manage travel offers for your travellers and travel agents. Each proposal can have multiple versions, making it easy to handle revisions and track progress through different proposal statuses.

Journey Builder

Create detailed travel proposals by adding services to a visual timeline

Version Control

Track and manage multiple proposal versions with detailed history. Each time you publish, a new version is saved.

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Proposal Status

Your proposal status helps you track where each proposal is in the booking process. You can change the status manually at any time.

Active States

StatusDescriptionWhen to Use
To DoNew proposal awaiting assignmentJust created, not yet being worked on
In ProgressCurrently being worked onActively building the proposal
SentProposal has been published and sharedAfter publishing to traveller/agent
On HoldTemporarily pausedWaiting for information or decision
Followed UpAwaiting traveller responseAfter sending follow-up communication
StatusDescriptionWhen to UsePayment StatusItinerary Generated?
AcceptedProposal approved by travellerTraveller said yes, awaiting paymentNo payment made yet✗ No (proposal stays editable)
Part ConfirmedSome services paid, proposal still editableSome services confirmed, others pendingPartial payment made✓ Yes (manually mark services as confirmed)
ConfirmedFully confirmed and ready for operationsAll services confirmed, booking completePaid (deposit or full)✓ Yes (all services copied, proposal becomes non-editable)
Not BookedTraveller decided not to proceedLost opportunity, declined bookingNo payment✗ No itinerary
Key differences:
  • Accepted: Trip confirmed by travel agent, but no payment yet. No itinerary created - proposal stays editable.
  • Part Confirmed: Some services have been paid for or are being confirmed gradually. Itinerary is created where you manually mark individual services as confirmed. Proposal remains editable.
  • Confirmed: Proposal is confirmed and paid for. All services automatically copy to itinerary. Proposal becomes non-editable - you work in the itinerary from now on.

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Automatic Status Changes

Automatic updates: When you publish a proposal, the status automatically changes to “Sent”. When you make changes after publishing, it changes back to “In Progress”. You can manually override these at any time.

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Partial Confirmation Workflow

When some services are confirmed but others are still pending, use this workflow:
For partial confirmations (some services confirmed, others pending), set the proposal to “Part Confirmed” status. Individual services can be marked as confirmed in the itinerary, while keeping the proposal editable for remaining services.
1

Set Proposal to Part Confirmed

Change proposal status to “Part Confirmed” (not “Confirmed”)
2

Navigate to Itinerary

Go to the itinerary view (the confirmed version of your proposal)
3

Mark Individual Services

Find services that have been confirmed and paid for. Click the three dots on each confirmed service and select ‘Confirmed’
4

Continue Working

Continue editing the proposal for remaining unconfirmed services. The proposal stays active and editable while some services are confirmed in the itinerary.

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Viewing Options

Choose the view that works best for your role:

Designer View

Recommended for travel designers:
  • Complete proposal overview with journey timeline
  • Version management and history
  • Quick access to editing services
  • Direct publishing controls
  • Best for day-to-day proposal creation

Leads View

Perfect for team leaders and sales:
  • Track all active leads in one place
  • Monitor progress across all proposals
  • Manage follow-ups
  • Overview of all proposals with filters
  • Best for pipeline management

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Creating a Proposal

1

Initialize

Click ‘Add Proposal’ in the top right of the proposals screen
2

Basic Information

Required fields:
  • Title (internal reference) - Only your team sees this
  • Headline (traveller-facing) - Appears on the published proposal
Recommended fields:
  • Travel agent - Select existing or create new travel agent contact
  • Area(s) - Geographic destinations (e.g., “Cape Town”, “Serengeti”)
  • Travel dates - Start and end dates of the trip
  • Public Title (optional) - Custom title displayed over the cover image on the web proposal. If left blank, defaults to “Welcome to {Country/Countries}”
3

Traveller Details

Required information:
  • Total traveller count - Number of people traveling
  • Traveller description - Brief context (e.g., “Family of 4 with young children”)
  • Primary traveller - Main contact person
Optional:
  • Add additional travellers with full details
  • Link to existing traveller profiles
4

Visual Appeal

Add a cover image (optional but recommended) from:
  • Unsplash integration - Search professional travel photos
  • Odia gallery - Use previously uploaded images
  • Custom upload - Upload from your computer
The cover image appears at the top of your published proposal.

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Journey Builder

The Journey Builder is where you construct the day-by-day itinerary by adding and arranging services on a visual timeline.

Adding Services

1

Access Services

Two ways to add services:
  • Click the arrow button in the top right of the journey builder
  • Click the ’+’ button on any journey day
2

Find Services

In the service selector:
  • Search by service name using the search bar
  • Filter by category, area, or tags
  • Create new services if needed (Supervisors/Admins only)
  • Browse your service library
3

Click to Add

Click on the service you want to add. It will be added to the day.
4

Save Changes

A banner at the bottom will show you have unsaved changes. Click “Save Changes” to save.
5

Arrange Services

Within each day, drag services left to right to set the order. Services appear in this order on the published proposal (e.g., morning activity on the left, evening activity on the right).

Service Configuration

Click on any service in the journey to open the service side panel and customize:Service Details:
  • Additional information - Highlighted details for travellers (e.g., “Flight BA123”, “Meet at hotel lobby 8am”)
  • Supplier selection - Choose which supplier provides this service (can be added later when confirmed)
  • Personalized description - Customize the description for this specific proposal. The main service description is used as default, but you can edit it here without changing the master service.
Booking Information:
  • Commissionable - Check this if the service is commissionable for the travel agent
  • Booked by TA - Check this if the travel agent (not you) will book this service
Pricing: Click on the price field on the service card to set:
  1. Price (visible to traveller) - What the traveller pays
  2. Cost (internal only) - Your actual cost from supplier
If a service has no price, leave it at 0 and it won’t show up in pricing calculations on the proposal. Useful for complimentary services or TBA pricing.
Want to set up automatic pricing based on supplier costs and markups? See the Pricing Module documentation to learn how Odia can automatically calculate selling prices for you.
Quick Actions:
  • Delete service: Click three dots menu on service card or press Backspace key
  • Duplicate service: Click three dots menu or press Command+D (Mac) / Ctrl+D (Windows)
  • Edit master service: Edit the main service details directly from the service side panel (changes affect the master service in your library)
  • Hide from proposal: When ‘Show total only’ is checked, click three dots to hide specific services from the web proposal while keeping them in pricing
Adding days:
  • Days are automatically created based on your travel dates
  • Extend the trip by changing the end date in proposal settings
Moving services between days:
  • Drag services from one day to another
  • Services automatically adjust to the new date
Shifting all services:
  • Use the “Shift dates” feature to move all services forward or backward by X days
  • Useful when travel dates change
Need a service that’s not in your library? Click ‘New Service’ while adding services to create it on the fly. Permission required: Only Admins and Supervisors can create new services.

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AI-Powered Content Generation

Odia’s AI features help you create compelling proposal content automatically, saving hours of writing time while maintaining professional quality.

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Accessing AI Features

Location: Open any proposal → Navigate to the Overview tab → Click the AI button in the top right corner The AI generation modal lets you create:
  • Proposal Summary - Overall trip overview that captures the essence of the journey
  • Day Summaries - Individual summaries for each day of the itinerary
  • Both at once - Generate all summaries in one action

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How AI Content Generation Works

1

Open AI Generator

Click the AI button in the top right of the Overview tab inside your proposal
2

Choose What to Generate

Select from three options:
  • Proposal Summary Only - Creates the main trip overview
  • Day Summaries Only - Generates summaries for each day
  • Generate Everything - Creates both proposal and day summaries
3

Review AI Credit Cost

Before generating, the system shows:
  • Estimated AI credits required
  • Your current credit balance
  • Option to proceed or cancel
4

Generate and Track Progress

Click Generate and watch the live progress indicator. You can cancel generation at any time if needed.
5

Review and Edit

AI content automatically populates in your proposal. Review and edit the generated text as needed to add your personal touch or specific details.
How AI creates summaries: The AI analyzes all services, journey details, locations, and activities in your proposal to craft cohesive, engaging narratives that resonate with travellers. Each summary is contextual and unique to your specific trip.

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AI Credits System

All AI-powered features use AI credits from your account balance:
  • Credits are deducted based on the amount of content generated
  • Cost is shown upfront before generating
  • Live progress tracking during generation
  • Cancel at any time to avoid using credits
  • Credits are managed at the organization level
New users receive complimentary AI credits to explore and test all AI features. Contact [email protected] if you need additional credits.

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Content Cards

Content cards let you add important travel information that isn’t a service—perfect for local tips, cultural insights, safety information, packing lists, and more.

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What Are Content Cards?

Content cards are flexible information blocks you can add to proposals and itineraries. They display important context that helps travellers prepare for their journey without cluttering your service list. Common uses:
  • Local customs and cultural insights
  • Safety and health information
  • Packing recommendations
  • Weather information
  • Visa and entry requirements
  • Travel tips and insider knowledge

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Creating Content Cards

Before you can add content cards to proposals, you need to create them in your library:
1

Go to Library

Navigate to the Library screen in Odia
2

Open Content Cards Tab

Click on the Content Cards tab
3

Create Content Card

Create your content card with the information you want to share. Use rich text formatting (headings, bullet points, bold text) to organize content clearly.
4

Save to Library

Save the content card to your library so it’s available for use in proposals and itineraries

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Adding Content Cards to Proposals

Once you’ve created content cards in your library, add them to proposals in two ways:
Add content to a specific day:
  1. Navigate to the Content tab in your proposal
  2. Find the day where you want to add information
  3. Click Add Content Card and select from your library
  4. Content cards appear as the first card of that day on the client-facing proposal
Best for: Day-specific information like “What to wear today”, “Local customs for this region”, or “Important notes for this activity”
Create reusable content cards in your library for common scenarios (visa information, packing lists, cultural tips) and add them to multiple proposals. This saves time and ensures consistency.

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Summary Visibility Controls

Control what travellers see on client-facing proposals with visibility toggles.

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How Visibility Works

Location: Content tab → Visibility toggle above the summary section

Show Summaries

When enabled, all proposal and day summaries appear on the client-facing proposal. Great for detailed, narrative-style proposals.

Hide Summaries

When disabled, summaries are hidden from the client view. Perfect for keeping proposals simple or when you prefer a service-focused presentation.
Important notes:
  • The visibility toggle is global - it controls all summaries at once (both proposal and day summaries)
  • To hide specific day summaries while keeping others visible, simply leave those days empty (don’t generate or delete the summary text)
  • Visibility settings apply to the published web proposal only - you always see summaries in the editor
Use visibility controls to create different presentation styles: detailed narrative proposals with full summaries, or clean service-focused proposals showing only the itinerary.

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Adding Maps

Display interactive maps on your proposals that show the locations your travellers are visiting. The map appears on the overview page and automatically displays destinations based on the areas assigned to your services.

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Setting Up Area Mapping

Before maps can display correctly, Owners and Admins need to map areas to Google Maps locations:
1

Go to Settings

Navigate to Settings > Countries and Areas
2

Edit an Area

Click on an area to edit it
3

Map to Google Maps

Connect the area to the corresponding location in Google Maps. For example, connect “Amsterdam” to Amsterdam on Google Maps.
4

Update Area

Click Update Area to save the mapping
5

Repeat for All Areas

Repeat this process for all areas to ensure they appear correctly on proposal maps
Only Owners and Admins can map areas to Google Maps locations. This is done once in Settings and applies to all proposals using those areas.

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Adding a Map to Your Proposal

Once areas are mapped to Google Maps:
  1. Create or open a proposal
  2. Select the areas for your services (e.g., Amsterdam, The Hague)
  3. Save your changes
  4. The map will automatically display all selected areas with their Google Maps locations on the overview page
How it works:
  • The map automatically plots all destinations based on the areas assigned to services in your proposal
  • Services with mapped areas will appear as markers on the map
  • Travellers can see the geographical scope of their trip at a glance

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Controlling Map and Summary Visibility

The map appears in the overview section along with your proposal summary. You can control whether the entire overview section (including both the map and summary) appears on client-facing proposals:
  1. Go to the Overview tab in your proposal
  2. Toggle “Show summary section on client proposal” on or off
  3. When toggled off, the entire overview section is hidden from the client proposal (both the map and the summary)
  4. When toggled on, both the map and summary appear on the client proposal
Currently, you cannot show the map without the summary or vice versa. The toggle controls the entire overview section - it’s either both visible or both hidden. This applies to both proposals and itineraries.
Areas must be mapped to Google Maps locations in Settings before they will appear on proposal maps. Contact your Owner or Admin if areas are not displaying correctly.

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Filtering & Finding Proposals

Filters & Search

Filter proposals by:
  • Owner - See proposals assigned to specific team members
  • Status - Filter by proposal status (In Progress, Sent, Confirmed, etc.)
  • Search bar - Search in proposal titles (searches both internal title and traveller-facing headline)
Sort proposals by:
  • Last created (default) - Newest proposals first
  • Alphabetically - A-Z or Z-A by title
  • Last modified - Most recently edited first
  • Start date - By trip departure date

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Version Management

Every time you publish a proposal, Odia creates a new version. This lets you track changes and restore previous versions if needed.

Version Control

How versions work:
  • Each publish creates a new numbered version
  • View all versions in the versions tab on the proposal screen
  • Each version shows: version number, description, publish date, and who published it
  • Reset to previous version: Click the three dots in the action column to make an old version the current master

Publishing

When you publish:
  1. Click the Publish button (only enabled after saving changes)
  2. Add a version description (e.g., “Version without flights”, “Updated pricing for 2025”)
  3. Your proposal status automatically changes to “Sent”
  4. The proposal URL is automatically copied to your clipboard - ready to paste and share with your travel agent or traveller
After publishing:
  • Make further edits (status changes back to “In Progress”)
  • Publish again to create a new version
  • All previous versions remain accessible

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Sharing Proposals

Web Link

Getting the proposal link:
  • When you click Publish inside the proposal editor, the URL is automatically copied to your clipboard
  • Simply paste (Ctrl+V or Command+V) to share it with travel agents or travellers
Need the link later?
  • Click the icon from the proposals list or proposal details to open the published proposal in a new tab
  • The link always shows the latest published version

PDF Export

Download as PDF: Open the web proposal (click the link icon) and download by clicking the icon. Useful for offline sharing or printing.

Preview

Preview before publishing by clicking the icon inside the proposal editor. Shows how it will look when published. Important: This preview link is NOT for external use - it’s for internal review only.

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Proposal Actions

Quick actions available in the proposals list:

Open Link

Click the icon to open the latest published version in a new tab. This is what your traveller sees.

Edit Proposal

Click the icon to open the proposal editor and modify the journey, services, or details.

Archive Proposal

Click the three dots menu on any proposal → Select Archive to remove it from your active list. Permission required: Only Admins and Owners can archive proposals.

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Archiving Proposals

Keep your workspace organized by archiving completed or cancelled proposals. Archived proposals remain accessible but don’t clutter your active proposals list.
Permission required: Only Admins and Owners can archive proposals. If you don’t see the archive option, contact your platform administrator.
When to archive:
  • Proposals that are completed and no longer need active management
  • Cancelled bookings that won’t proceed
  • Old proposals you want to keep for reference but remove from daily view
How to archive:
  1. Go to the Proposals screen
  2. Find the proposal you want to archive
  3. Click the three dots menu (action menu) on the proposal row
  4. Select Archive
Accessing archived proposals:
  • Archived proposals can be viewed by switching to the archived view filter
  • All proposal data remains intact and accessible
  • You can unarchive proposals if needed
Archiving is different from deleting. Archived proposals are still accessible and can be restored, while deleted proposals require platform owner approval through Odia support.

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Pricing & Branding Options

Control what travellers see on the published proposal:

Hide Prices

Hide all pricing by checking the ‘Hide prices’ checkbox at the top of the journey builder. Useful for initial proposals or when pricing is TBC. No prices will appear on the published proposal.

Hide Branding

Go white-label by checking the ‘Hide branding’ checkbox at the top of the journey builder. Removes Odia branding from the published proposal. Useful for travel agents who want their own branding only.

Show Total Only

Show only the total price by checking ‘Show total only’. Individual service prices are hidden from the web proposal, and the traveller only sees the total price in the pricing tab. You can also hide specific services from the web proposal while keeping them in the total (click three dots on service card).

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Commission Management

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Changing Agent Commission

You can adjust the commission tier for travel agents on individual proposals:
1

Open Commission Dialog

In the proposal header, click Actions → Change Commission
2

Select New Tier

Choose from available commission tiers configured in Settings
3

Review Impact

The system shows:
  • Current commission rate
  • New commission rate
  • Number of services affected
  • Estimated price changes
4

Confirm Changes

Click Recalculate Prices to apply the new commission tier to all services
Changing commission tiers will recalculate all service prices. This action cannot be undone automatically.

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Proposal-Level Markup Override

Override the default markup for an entire proposal:
  1. Open proposal Settings
  2. Find Markup Override section
  3. Enter custom markup percentage
  4. Click Save to recalculate all prices
Use markup overrides for special promotions or VIP clients without changing your global pricing rules.

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Workflow Tips

When a proposal is confirmed:
  1. Change status to “Confirmed”
  2. The itinerary is automatically created and linked
  3. Navigate to the itinerary view to manage confirmed services, tasks, and operations
  4. The proposal remains as a historical record
What gets copied to the itinerary:
  • All services with dates, times, and details
  • Traveller information
  • Pricing information
  • Service descriptions and images
Assigning travel agents:
  • Add the travel agent when creating the proposal
  • Select from existing agents or create a new one
  • Track which agent each proposal belongs to
  • Use agent filters to see all proposals for a specific agent
Commission tracking:
  • Mark individual services as “Commissionable” for the agent
  • Track which services earn commission
  • Use for accurate commission calculations
Assigning proposals:
  • Set an owner when creating the proposal
  • Change ownership at any time in proposal settings
  • Filter proposals by owner to see your assigned work
  • Useful for team collaboration and workload management
Get intelligent service recommendations based on your proposal context:
1

Open AI Suggestions

In the service board, click AI Suggestions button
2

Select Context Fields

Choose which proposal fields to use for suggestions:
  • Destination
  • Travel dates
  • Number of travelers
  • Proposal notes
  • Existing services
3

Review Suggestions

AI analyzes your service library and suggests relevant services with:
  • Relevance score
  • Matching criteria
  • Pricing information
4

Add Services

Click Add to Proposal on any suggested service
AI suggestions use vector embeddings to find semantically similar services from your library.

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Common Questions

Title is for internal use only. Your team sees this in the proposals list (e.g., “Smith Family Safari - Kenya March 2025”).Headline is traveller-facing and appears at the top of the published proposal (e.g., “Your Unforgettable Kenyan Safari Adventure”).Use clear titles internally for easy searching, and compelling headlines externally for traveller engagement.
Yes! You can edit a proposal at any time. When you make changes after publishing:
  1. The status changes back to “In Progress”
  2. Your edits are saved to the master proposal
  3. The published link still shows the last published version
  4. Publish again to update the live proposal with your changes (creates a new version)
Every time you publish, a new version is created:
  • Version 1 = first publish
  • Version 2 = second publish (with any changes)
  • And so on…
All versions are saved and can be viewed in the versions tab. You can restore any previous version as the current master if needed.The published link always shows the latest published version - it updates automatically when you publish a new version.
You can send specific version URLs to share different versions of your proposal simultaneously.How to access and send specific versions:
1

Open Version Overview

Inside your proposal, click on the Versions button to open the version overview. This shows all published versions of your proposal.
2

Expand a Version

Click on a version card to expand it and see:
  • All services included in that version
  • Pricing for each service
  • Version description
  • Publish date and author
3

Get Version-Specific URL

Click the three dots on the version card you want to share, then select “Open version in browser”. This opens that specific version in a new tab.
4

Copy and Share the URL

Copy the URL from your browser’s address bar. Each version has a unique URL that ends with the version number (e.g., /V2 or /V3).
How version URLs work:
  • Latest URL (default): Updates automatically when you publish a new version
  • Version-specific URLs: Stay locked to that specific version forever
    • Version 2 URL ends in /V2
    • Version 3 URL ends in /V3
    • These links never change, even if you publish new versions
Example use case:
  • Send Version 2 (without flights) to one travel agent: Share the /V2 URL
  • Send Version 3 (with flights) to another travel agent: Share the /V3 URL
  • Both links remain active and show their respective versions
Tip: Check the version number at the end of the URL to ensure you’re sending the correct version.
When you change status to “Confirmed”:
  • An itinerary is automatically created with all the proposal’s services copied over
  • The proposal becomes non-editable - it’s now a historical record
  • You can still view and access the proposal
  • The itinerary becomes the working document for managing the confirmed trip
  • The proposal and itinerary are linked - navigate between them easily
Recommendation: Only set status to “Confirmed” when the traveller has paid the deposit or full payment, depending on how your DMC operates.What you can do with the itinerary:
  • Send purchase orders (vouchers) to suppliers
  • Set detailed timings and meeting points
  • Add contact phone numbers and maps
  • Track service status and manage operations
  • Provide travellers with all trip information in one place
No, proposal duplication is not currently available in Odia.Alternative workflows:
  • Create a new proposal from scratch and manually add services from your library
  • Use the service search to quickly find and add the same services
  • If you need to create many similar proposals, consider reaching out to [email protected] to discuss your workflow
Proposals cannot be deleted directly in Odia. This is by design to maintain data integrity and historical records.If you need to delete a proposal:
  1. Your platform owner (administrator) must contact the Odia support team at [email protected]
  2. The platform owner must provide approval for the deletion request
  3. The Odia team will handle the deletion on your behalf
Important: We always require approval from the platform owner before deleting any proposal. This ensures proper authorization and prevents accidental data loss.Alternative: If you just want to hide a proposal from your active list, consider:
  • Changing the status to “Not Booked” to mark it as declined
  • This keeps the proposal for records but indicates it’s no longer active
To add or edit a cover image on an existing proposal:
1

Open Edit Mode

Click the Edit button in the top right corner of the proposal details screen
2

Select Image

In the edit proposal popup, look at the top left where you’ll find the image upload area. You have three options:
  • Upload from computer - Drag and drop or browse to upload your own image
  • Odia Image Gallery - Browse previously uploaded images from your organization
  • Unsplash - Search Unsplash’s stock image library directly within Odia
3

Save Changes

Once you’ve chosen your image, click ‘Save Changes’ in the bottom right of the popup
4

Publish to Make Visible

The cover image is now saved to your proposal. To make it visible on the web proposal for your client, you must publish (or republish) the proposal
Important: You can adjust the cover image at any time, but remember to republish the proposal after making changes so your client sees the updated image.
Your web proposal always displays a title over the cover image. The Public Title field controls what text appears there.If you fill in the Public Title field:
  • Your custom text is displayed over the cover image
  • Example: “Your Dream Safari Adventure” or “Luxury European Escape”
If you leave the Public Title field blank:
  • Odia automatically displays: “Welcome to {Country or Countries}”
  • The country/countries are determined from the Area(s) selected in your proposal
  • Example: If the area is “Paris”, the text displays “Welcome to France”
  • Example: If areas are “Paris” and “Rome”, the text displays “Welcome to France and Italy”
Customization:
  • The color and font of this title text cannot currently be configured
  • This feature is planned for release in 2026
Where to find this field:
  • Look for “Public Title (Optional)” when creating or editing a proposal
  • It’s located in the basic information section, near Title and Headline fields
Odia doesn’t have a direct flight integration, but you can easily add flights as services in your proposal.How to add a flight:
  1. Add a service to your proposal (from your library or create a new one)
  2. Title: Use a clear format like “Flight New York to Paris” or “Flight Paris > New York”
  3. Description: Include all flight details:
    • Airline name
    • Departure and arrival times
    • Terminal information
    • Baggage allowance
    • Any other relevant flight information
  4. Additional Information: Add the flight number (e.g., “BA123”, “AF456”)
    • This appears highlighted on the proposal for easy reference
Best practices:
  • Create flight services in your library for commonly used routes
  • Include check-in times and arrival procedures in the description
  • Use the Additional Information field for flight numbers so they stand out
  • Add pricing if you’re including flights in the package, or leave at 0 if the traveller books separately
AI features help you create compelling summaries automatically:To generate AI content:
  1. Open your proposal
  2. Go to the Overview tab
  3. Click the AI button in the top right corner
  4. Choose what to generate:
    • Proposal summary only
    • Day summaries only
    • Generate everything (both proposal and day summaries)
  5. Review the AI credit cost shown
  6. Click Generate and watch the live progress
  7. Edit the generated content as needed
What AI generates:
  • Proposal summaries: Overall trip overview that captures the journey’s essence
  • Day summaries: Individual summaries for each day’s activities
  • Content is based on all services, locations, and journey details in your proposal
AI Credits:
  • Each generation uses AI credits from your organization’s balance
  • Cost is shown upfront before generating
  • You can cancel generation at any time
  • New users receive complimentary credits to test the features
Tip: AI content automatically populates in your proposal. Review and personalize it to add specific details or your unique touch.
Content Cards let you add information that isn’t a service—like travel tips, cultural insights, or packing lists.Creating Content Cards:
  1. Go to the Library screen
  2. Click on the Content Cards tab
  3. Create your content card with the information you want to share
  4. Save the content card to your library
Adding Content Cards to Proposals:Once you’ve created content cards in your library, you can add them to proposals in two ways:1. Per-Day Content Cards:
  • Navigate to the Content tab in your proposal
  • Find the day where you want to add the card
  • Click Add Content Card and select from your library
  • The content card appears as the first card of that day on the client-facing proposal
  • Best for: Day-specific information like “What to wear today” or “Local customs for this region”
2. Introduction Content Cards:
  • Navigate to the Content tab
  • Click Add Introduction Card at the top
  • Select a content card from your library
  • The card displays at the very top of the proposal/itinerary before any days
  • Best for: General trip information like “About your journey” or “Important information for all travellers”
Common uses:
  • Local customs and cultural insights
  • Safety and health information
  • Packing recommendations
  • Weather information
  • Visa and entry requirements
  • Travel tips and insider knowledge
Note: Content Cards support rich text formatting (headings, bullet points, bold text) for clear organization.
Use the visibility toggle to show or hide summaries on client-facing proposals.Location: Content tab → Visibility toggle above the summary sectionHow it works:
  • Show summaries enabled: All proposal and day summaries appear on the web proposal
  • Show summaries disabled: All summaries are hidden from client view
Important details:
  • The toggle is global - it controls all summaries at once (both proposal and day summaries)
  • To hide specific day summaries: Leave those days empty (don’t generate or delete the summary text)
  • Visibility only affects the published web proposal - you always see summaries in the editor
Use cases:
  • Enable for detailed, narrative-style proposals with full context
  • Disable for clean, service-focused proposals showing only the itinerary
  • Mix both by leaving some days without summaries while the toggle is on
Archiving keeps your workspace organized by removing completed or cancelled proposals from your active list.Permission required: Only Admins and Owners can archive proposals.How to archive:
  1. Go to the Proposals screen
  2. Find the proposal to archive
  3. Click the three dots menu on the proposal row
  4. Select Archive
When to archive:
  • Completed proposals that no longer need active management
  • Cancelled bookings that won’t proceed
  • Old proposals you want to keep for reference but remove from daily view
Accessing archived proposals:
  • Switch to the archived view filter to see all archived proposals
  • All data remains intact and accessible
  • You can unarchive proposals if needed
Note: Archiving is different from deleting. Archived proposals can be restored, while deleted proposals require platform owner approval through [email protected].
Remember to save before publishing! The publish button is only enabled after you’ve saved your changes. Look for the save button in the top right of the proposal editor.