Overview
The Proposals screen shows all your proposals in one place. You can view proposal details, track statuses, manage versions, and quickly access proposals to edit or share them.Opening a Proposal
Click anywhere on a proposal row to open it and start editing. This takes you directly to the proposal editor where you can modify the journey, services, and details.Quick Actions
When you hover over a proposal row, two icons appear:Preview
Click the icon to preview how the proposal looks. This preview is for internal review only.
Open Link
Click the icon to open the latest published version in a new tab. This is what your traveller or travel agent sees.
Designer View
This is the main view for travel designers to track proposals, their statuses, and versions.Versions
Every time you publish a proposal, Odia creates a new version. This helps you track changes and manage revisions. How it works:- The version you’re currently working on is called the Master version
- Each time you publish, a new numbered version is created (Version 1, Version 2, etc.)
- Click on the arrow next to a proposal to see all its versions
- Each version shows its description, publish date, and who published it
- You can restore any previous version as the current master if needed
Status
The status indicates where a proposal is in your workflow. Some statuses update automatically, but most need to be changed manually to reflect the current state. Automatic status changes:- When you publish → Status changes to “Sent”
- When you make changes after publishing → Status changes back to “In Progress”
Active States
Active States
| Status | When to Use | Auto or Manual |
|---|---|---|
| To Do | New proposal, not yet being worked on | Manual |
| In Progress | Actively building the proposal | Automatic when saving changes |
| Sent | Published and shared with travel agent | Automatic when publishing |
| On Hold | Waiting for information or decision | Manual |
| Followed Up | Awaiting traveller response after follow-up | Manual |
Confirmation States
Confirmation States
| Status | When to Use | What Happens |
|---|---|---|
| Itinerary Ready | Some/all services confirmed, ready to work on itinerary details | Manual - Itinerary automatically created |
| Accepted | Traveller said yes, awaiting full confirmation | Manual - Itinerary automatically created |
| Confirmed | All services confirmed, booking complete | Manual - Itinerary automatically created |
| Not Booked | Traveller declined the booking | Manual |
When you change a proposal status to “Itinerary Ready”, “Accepted”, or “Confirmed”, an itinerary is automatically created and linked to the proposal.
Owners
The owner is the team member responsible for a proposal. Setting an owner helps with organization and makes sure proposals show up on the right person’s dashboard. How to assign an owner:- Click on the owner circle to assign yourself or another team member
- The proposal owner automatically becomes the itinerary owner when confirmed
- You can change the owner at any time while the proposal is active
Filtering Proposals
Find proposals quickly using the available filters: Filter by:- Owner - See proposals assigned to specific team members
- Status - Filter by proposal status (In Progress, Sent, Confirmed, etc.)
- Trip start date - Pick a date range to filter by departure date
- Search bar - Search in proposal titles (searches both internal title and traveller-facing headline)
Learn More About Proposals
View the complete Proposals documentation for detailed information about version management, publishing, and workflow tips.