Itineraries, Smart Proposals, and Proposals: What’s the Difference?

While each of these document types has similar functionality, knowing the difference between them can help you know which one to use and when they make the most sense in the trip lifecycle.

Smart Proposal

These are designed to give your client an outline of their potential trip or different options for travel. They are best used before travel plans are established, so you can get all the details you need for the official itinerary. (Learn more here) These can be converted into itineraries once approved by your client.

Itinerary

These are designed to be used for established trips. It’s to give your travelers information about what they can expect while traveling and keep them up to date on any last-minute changes. (Learn more here)

Group Itinerary

These are the same as a regular itinerary, but at a group level. You can customize these so that certain items are only available to individual travelers. (Learn more here)

Proposal

These are designed to import external proposals or itineraries. To use a supplier proposal and create a smart proposal or itinerary in TravelJoy that is fully customizable, take a look at this guide.