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, icons and a menu appear:Preview & Design
Click the icon to open the proposal preview. This is also where you access the Journey Designer — use it to choose the layout, customise card styles, and control what your client sees. The preview is for internal use 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.
Duplicate
Click the three dots menu → Duplicate Proposal to create a new proposal with the same settings and services.
Archive
Click the three dots menu → Archive to remove the proposal from your active list. Only Admins and Owners can archive.
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 | Payment Status | What Happens |
|---|---|---|---|
| Accepted | Traveller said yes, awaiting payment | No payment yet | Proposal stays editable, no itinerary created yet |
| Part Confirmed | Some services paid, others pending | Partial payment | Itinerary created, manually mark services as confirmed, proposal stays editable |
| Confirmed | All services confirmed, ready for operations | Paid (deposit or full) | Itinerary auto-created with all services, proposal becomes non-editable |
| Not Booked | Traveller declined the booking | No payment | No itinerary created |
- Use Accepted when travel agent confirms but no payment made yet - proposal stays editable, no itinerary created
- Use Part Confirmed when some services are being paid for or confirmed gradually - creates itinerary where you can mark individual services as confirmed
- Use Confirmed when traveller has paid deposit or full payment and all services are ready to start itinerary operations
When you change a proposal status to “Part Confirmed” or “Confirmed”, an itinerary is automatically created and linked to the proposal. The key difference is what gets copied and whether the proposal stays editable. “Accepted” status does not create an itinerary.
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 and sorting options: Filter by:- Trip start date - Pick a date range to filter by departure date
- Owner - See proposals assigned to specific team members
- Status - Filter by proposal status using multi-select with AND logic (e.g., select “In Progress” AND “On Hold” to see only proposals that match both criteria)
- Archived - Toggle to show or hide archived proposals
- Search bar - Search in proposal titles (searches both internal title and traveller-facing headline)
- Created date - Ascending (oldest first) or Descending (newest first)
- Trip start date - Ascending (earliest trips first) or Descending (latest trips first)
- Received date - Ascending or Descending order
Duplicating Proposals
Quickly create new proposals based on existing ones:- Click the three dots on a proposal row
- Select Duplicate Proposal
- A new proposal form opens pre-filled with the source’s settings
- Make any changes and save
Archiving Proposals
Keep your workspace tidy by archiving completed or cancelled proposals:- Click the three dots on a proposal row
- Select Archive
- The proposal moves to archived view but remains accessible
Only Admins and Owners can archive proposals. Archived proposals can be restored at any time by the same user roles.
Learn More About Proposals
View the complete Proposals documentation for detailed information about version management, publishing, AI features, content cards, and workflow tips.