Client proposals
Articles in this collection
- Create a proposal from a template itinerary
To create a proposal from one of your template itineraries, follow the steps below:Go into the ‘Trips’ section.Click the ‘+ New Proposal’ button.3. Click the ‘From Template' tab.Select the relevant template from the drop-down menu. Once selected,...
- Create a proposal from scratch
To create a proposal from scratch, follow the steps below:Go into the ‘Trips’ section.Click the ‘+ New Proposal’ button.Click the 'From Scratch' tab.Give your proposal a name.Select either an existing client from the drop-down menu or create a new...
- Adding itinerary cards to proposals using card view
There are two layouts you can use to build and view your proposal:Card View, a kanban style layoutList View, a traditional list layoutTo add itinerary cards to proposals using card view, follow the steps below.Click ‘Card View’ at the top of the...
- Adding itinerary cards to proposals using list view
There are two layouts you can use to build and view your proposal:Card View, a kanban style layoutList View, a traditional list layoutTo add itinerary cards to proposals using List View, follow the steps below.Click ‘List View’ at the top of the...
- Set default email for proposals
You can set default text that is added to your email when sending a proposal to a client. You are still able to edit the default text before sending it to your client. To set your default text, follow the steps below:Remain in 'Settings' (or click...
- Send a ‘proposal’ to a client
When you are ready to share a proposal with a client you have a few options options:Click ‘Trips’ on your home screen.Click ‘Proposals’.Select the proposal you wish to send.Click 'Manage'.In the ‘Share Proposal’ tab, you can either:share the...
- When you share a proposal with a client what do they see?
When you share the proposal link your client simply needs to click that link to view the proposal. The proposal can be viewed by your client on a laptop, desktop or a mobile phone (the proposal is mobile friendly).Your clients will see:the itinerary...
- Does your client need a TripMapper account in order to view a ‘proposal’?
No, your clients will not need to sign up for a TripMapper account, or have the TripMapper app, to be able to view their proposal.When you share the proposal link your client simply needs to click that link to view the proposal. The proposal can be...
- Can your client edit the proposal you share with them?
No. When you share a proposal with a client, they will only be able to:view the proposal;approve or decline the proposal; provide feedback; orclick your email address and send you an email.
- Delete a proposal
There are two ways to delete a proposal.Once a proposal has been deleted, it is permanent.Option 1:Go to the 'Trips' section of your account and in the 'Proposal' tab select the applicable proposal you wish to delete.Click ‘Manage’ at the top of the...
- Difference between 'Proposals' and 'Upcoming' trips
‘Proposals’ are proposed itineraries which have not yet been approved by your client.'Proposals' are found in the 'Trips' section under the 'Proposals' tab.'Proposals' which have been approved by your client are then regarded as ‘Upcoming’...
- Tips for laying out your travel brochure on the Overview
TripMapper 'Travel Brochures' are the perfect tool to give your clients the 'wow factor' when sharing a proposal. With many different layouts to choose from, you can customise the travel brochure to best suit your needs and the stage of the process,...
- Restore a declined proposal
To rejected proposal, follow the steps below:Go to the ‘Trips’ section.Click the ‘Declined’ tab.Click the applicable rejected proposal.On the 'Overview' screen click the 'Restore to Proposal' button.The proposal has been restored and is now located...
- Reducing the duration of a proposal
To reduce the duration of a proposal, follow the steps below:Select the applicable proposal.If the proposal contains an accommodation card, update the check-out day/time to the ‘new' correct check-out day/time. Delete any other cards on those final...
- Obtain client feedback on proposal itinerary items
Your client can provide feedback to itinerary items on proposals by using the 'Feedback' functionality:Send your client the proposal link.When you client clicks on an individual card they can provide feedback by clicking the 'Feedback' section.The...
- Duplicating an itinerary
Duplicating a 'Template' ItineraryTo duplicate a template itinerary follow the steps below:In the 'Templates' section, click '...' next to the applicable template itinerary.Click 'Duplicate.'Once the template itinerary has been duplicated you can...