Send a ‘proposal’ to a client

When you are ready to share a proposal with a client you have a few options options:

  1. Click ‘Trips’ on your home screen.

  2. Click ‘Proposals’.

  3. Select the proposal you wish to send.

  4. Click 'Manage'.

  5. In the ‘Share Proposal’ tab, you can either:

  • share the proposal as a link which you can paste in an email or messaging app (WhatsApp);

  • email the proposal to your client. The email wording will be the default 'proposal' email template wording which you can set in the account 'Settings'; or

  • download a PDF itinerary by going to ‘List View’ and clicking the ‘Download Itinerary’ button.

Your clients can view a proposal on the web (which is optimised for mobile) without needing to sign up for a TripMapper account. They just need to click the link you send them and they can view the proposal you’ve prepared.

When the client has approved the proposal and you’ve perfected their final itinerary, you can decide when you are ready to invite them to have 'viewer' or 'editor' access the final itinerary on TripMapper’s top-rated mobile and web app - where they get all the great app features for free!

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