What Are Proposals?
Proposals are the quotes you send to travel agents. They show the trip itinerary, services included, and pricing. Once a proposal is accepted and confirmed, it becomes an itinerary.Getting Started
When a travel agent sends you a request, you can quickly create a proposal using Odia’s Journey Builder.1
Go to Proposals
Navigate to the Proposals screen
2
Click Add Proposal
Click the “Add Proposal” button in the top right
3
Fill in Details
You’ll be taken to the proposal creation screen where you can add all the details
Proposal Information
Basic Details
Fill out the proposal information at the top: Required:- Title (internal) - Only your team sees this (e.g., “Smith Family Safari - October 2025”)
- Area(s) - Geographic destinations (e.g., “Cape Town”, “Serengeti”)
- Travel dates - Start and end dates of the trip (this creates the journey days automatically)
- Travel agent - Select existing or create new
- Cover image - Add a beautiful header image from Unsplash, Odia gallery, or upload your own
- Received date - The date the request was received
- Owner - Assign to a team member
- Guests number - Total number of guests (internal information only)
- Internal proposal details - Any internal notes about the proposal (only visible to your team)
- Original email request - Paste the original email request from the travel agent
- Commission - Override the travel agent’s default commission rate if different for this proposal
Learn More About Proposal Fields
View detailed information about all proposal fields
Traveller Information
Add the travellers who will be going on the trip: Required:- Total traveller count - Number of people traveling
- Primary traveller - Main contact person
- Search for existing travellers (for repeat clients)
- Create new traveller profiles
- The first traveller you add becomes the primary traveller by default, but you can change this once you’ve added more travellers.
Journey Builder
The Journey Builder is where you build the day-by-day itinerary by adding services to the trip timeline.How It Works
Once you’ve filled out the travel dates, trip days are automatically created. Each day is a canvas where you can add and arrange services.Adding Services
1
Open Service Library
Click the ’+’ button on any day to open the service inventory
2
Find Your Service
- Search by name
- Filter by category (Accommodation, Activities, Transportation, etc.)
- Filter by area
- Filter by tags
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.
Editing Services
Click on any service in the journey to open the service panel and customize: Service Details:- Additional information - Highlighted details for travellers (e.g., “Flight BA123”, “Meet at hotel lobby 8am”)
- Personalized description - Customize the description just for this proposal without changing the master service
- Supplier - Select which supplier provides this service (can be added later)
- Commissionable - Check if this service earns commission for the travel agent
- Booked by TA - Check if the travel agent (not you) will book this service
Adding Pricing
Click on the price field on the service card to add pricing:- Price (visible to traveller) - What the traveller pays
- Cost (internal only) - Your actual cost from the supplier
If a service has no price, leave it at 0. It won’t show up in pricing calculations. This is useful for complimentary services or when pricing is TBA.
Preview Your Work
Before sharing with the travel agent, preview how it looks:1
Click Preview
Click the eye icon in the top right
2
Review
Check how the proposal looks from the traveller’s perspective
3
Make Changes
Close preview and make any adjustments needed
Publishing Your Proposal
Once you’re happy with the proposal, publish it to share with the travel agent.1
Click Publish
Click the “Publish” button in the top right
2
Add Version Description
Enter a description for this version (e.g., “Initial proposal”, “Updated pricing”, “Version without flights”)
3
Share the Link
Click the icon to open the published proposal and copy the link to share
The proposal status automatically changes to “Sent” when you publish. The web link always shows the latest published version, so you can make edits and republish without sending a new link.
Need a PDF?
Travel agents sometimes request PDFs:1
Open the Web Proposal
Click the icon to open the published proposal
2
Get PDF
Click the “Get as PDF” button
3
Download and Share
Download the PDF and share it with your travel agent
Making Changes
You can edit the proposal at any time:- Make your changes in the journey builder
- Click “Save Changes” when the banner appears at the bottom
- Publish again to create a new version
- The web link automatically updates to show the latest published version
Display Options
Control what appears on the published proposal using the checkboxes at the top of the journey builder:Hide Prices
Hide all pricing from the proposal. Useful for initial proposals when pricing is TBC.
Hide Branding
Go white-label by removing Odia branding. Shows only the travel agency branding.
Show Total Only
Hide individual service prices and show only the total price in the pricing tab.
Hiding Specific Services
When “Show Total Only” is enabled, you can hide specific services from the web proposal while keeping them in the price calculation:- Click the three dots on a service card
- Select “Hide service”
- The service price is included in the total, but the service doesn’t appear on the proposal
What’s Next?
Once you’ve created your first proposal, learn more about:- Managing multiple proposal versions
- Working with confirmed proposals
- Converting proposals to itineraries
Learn More About Proposals
View the complete Proposals documentation