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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 Use
Itinerary ReadyConfirmed services ready to become itinerarySome/all services confirmed, ready to work on itinerary details
AcceptedProposal approved by travellerTraveller said yes, awaiting full confirmation
ConfirmedFully confirmed and converted to itineraryAll services confirmed, booking complete
Not BookedTraveller decided not to proceedLost opportunity, declined booking

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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), keep the proposal in “In Progress” or “Itinerary Ready” status. Individual services can be marked as confirmed in the itinerary, while keeping the proposal editable for remaining services.
1

Keep Proposal Editable

Keep proposal status as “In Progress” or “Itinerary Ready” (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 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
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.
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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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. A shareable link is generated for the traveller/agent
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

Share the published proposal by clicking the icon and copying the link. This link shows the latest published version. Safe to share with travellers and agents.

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.

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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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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

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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.
When you change status to “Confirmed”:
  • An itinerary is automatically created with all the proposal’s services
  • The proposal remains in your proposals list as 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 - you can navigate between them easily.
Yes! Click the three dots on a proposal in the proposals list and select “Duplicate”. This creates a new proposal with:
  • All the same services and structure
  • A copy of all settings
  • A new proposal ID and creation date
Useful for creating similar proposals for different travellers or adapting existing proposals for new trips.
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.