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Create an itinerary or smart proposal 🎥

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31 comments

  • Tracy Washington

    Hello!

    Will there be a tutorial for the Smart Proposal?

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  • Brendan Lyshe

    This is pretty nice!!! Thanks for this.

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  • Megan Lamovec

    Playing around with these smart proposals, they look fantastic! But I'm missing the functionality of adding PDF documents, entering all the details of each part of the trip (where we could select air, package, etc). Will there be more information or a video tutorial on how to do that? I really love the appearance of these, but without all those fields to paste detailed itineraries or upload PDF quotes, I'm not sure how to get all that crucial information to the client

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  • Alan

    Hi Tracy! This guide covers all parts of the smart proposal feature. Is there something more specific you are looking for?

    -3
  • Alan

    Megan, thank you for the suggestions! Can you send those to support (using the blue Support button at the bottom-right of the screen) so that we can track those ideas?

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  • Bethany Coleman

    I know you can create smart proposals for individual trips, but is there a plan to incorporate the smart proposals into groups? What I was thinking was how we have the booking page for groups, will there be a way to do something similar using the smart proposals for groups? 

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  • Alan

    Hi Bethany! Thank you for the suggestion! Can you send that to support so that it can be tracked?

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  • Rhonda J. Tomlinson

    Is it possible to get a sample of a completed Smart Proposal?  I understand the steps, I think :-), but it would be helpful to see a finished product, especially for a cruise.  Thanks, Alan.

    -2
  • Michelle Ellis

    I dont have the last few steps on my smart proposal. 

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  • Alan

    Hi Michelle! The "payments on smart proposals" feature was rolled out the day after your comment, so you should have access to that feature now!

    Rhonda, there is no example just yet, but that's a great idea! I'll see what we can do to help. 

    0
  • Nigeria Blanchard

    I have created a couple smart proposals but some how my name and logo was at the top of the proposal but now it's in the middle. Is there a way to fix that? I have removed pictures thinking it was to many uploaded but that didn't fix the problem

     

    Thanks

     

    Nigeria

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  • Alan

    Hi Nigeria! Please send that to our support team using the blue Support button at the bottom-right corner of the page so that the team can take a closer look and provide a personalized response. Thanks!

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  • Nigeria Blanchard

    ok thanks will do

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  • Addie Davis

    I do not know how to or see how to get into the section on the Smart Proposal entitled Trip Overview. How do I get there? It is only visible when I preview the proposal.

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  • Alan

    Hi Addie! That section is created automatically, based on the names of your Sections and Items. 

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  • Kristin Washington

    How do you delete or edit an item

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  • Alan

    Hi Kristin, you can edit or delete an item by clicking on the appropriate icon beside that item:

    The blue pencil icon is the "Edit" button while the red trash can is the "Delete" button. 

    0
  • Concierge Team Inside Europe

    Is it just me or does the smart proposal show only 1 price? We often offer an Air-Land and a Land-Only package, but I can't figure out how to make that happen on the smart proposal.

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  • Alan

    Hi there! You're correct that the smart proposal contains the total price for the package you've created. We do not currently support optional add-ons on smart proposals, but this is a great idea and I've shared it with our product manager! 

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  • LaShunda Winding

    Hello, are there any updates on "Smart Proposals for Groups" plus with the features for selecting different packages/add-ons like in the current group feature?

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  • Alan

    Hi LaShunda! We welcome our members to send feature requests to hello@traveljoy.com or submit them via the blue Support button.

    While we do not share details on features before they are released, we will reach out to everyone who has requested this feature if we are able to add it in a future update! 

    0
  • LaShunda Winding

    Thanks for responding. Will do.

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  • Brittney Vincent

    Is there a way to unpin an itinerary? I've had clients approve a proposal too soon and then have to generate a new proposal with updates. The original proposal that is converted to an itinerary is still pinned, where as I would prefer to be the more updated copy.

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  • Brittney Vincent

    Is there a way to unpin an itinerary? I've had clients approve a proposal too soon and then have to generate a new proposal with updates. The original proposal that is converted to an itinerary is still pinned, where as I would prefer to be the more updated copy.

    0
  • Mary Thomas

    Once a smart proposal is approved and the itinerary is automatically created does the client have access to the itinerary right away or will they not be able to view it until I send the itinerary via email or link? 

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  • RaShae Walsh

    Is there a way to set up a group itinerary so that everyone can see the prospective plans for the trip?  Or should that be added to the group page once it's determined? 

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  • Dessie Rogers

     I am trying to send a smart proposal and the send option is grayed out.  Am I doing something wrong?

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  • Heather Jaynes

    Brittney Vincent Yes, you can unpin an Itinerary once it is set by going to the Files tab, finding the Itinerary file, clicking the three dots, and selecting "Set as smart proposal"!

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  • Heather Jaynes

    Mary Thomas The clients will be able to follow the same link to the Smart Proposal you sent them previously to view the Itinerary! Once it becomes the Itinerary, the next time they view it they will also be prompted to download the Itineraries app as well. 

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  • Heather Jaynes

    RaShae Walsh At this time, the Itineraries/Smart Proposal feature is only available for individual Trips. We recommend a Group Booking Page for Group planning!

    -1

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