If you've built a Smart Proposal in the past, you can easily import individual items into a new proposal. You can even import the entire existing proposal into your new one using the Smart Proposal library.
💡 Note: To learn how to build a Smart Proposal, check out this guide. |
- Adding to the library
- Accessing the library
- Searching the library
- Edit a library item
- Importing an item
- Importing a proposal
Adding to the library
Every item and smart proposal you've built is automatically saved in your library's searchable catalog with no action required. However, you can add your most popular items to your library's main section for faster access.
Once you've fully built the item, click the button at the top-right corner to add it to your library:
Accessing the library
The Smart Proposal library is a powerful feature hidden in a small, unassuming button labeled "Library," as seen here:
By clicking this button, you'll be able to quickly search by keyword through all of your past smart proposals for individual items as well as entire proposals. You don't need to save these... they're all saved automatically!
Once you've clicked the button, the search box will appear in the editing panel:
Searching the library
You can search your past items and proposals using keywords. In the example below, we've searched for "limo" and have returned both an item and a proposal containing this keyword:
Let's say you have created a lot of proposals, and only want to search for things you have manually added to the library... You can do that! To do so, check the box that says "Search my library only" to narrow down the results!
Edit a library item
To edit an item, locate the blue pencil icon in the bottom right-hand corner of each item. Clicking on the icon will open an editing screen where you can make changes to the item.
Importing an item
Items will be listed under the "Items" header with a plus sign at the top-left of each item. Clicking that plus sign will add the item to the bottom of your proposal, allowing you to drag and drop the item into the correct section.
Importing a proposal
Proposals will be listed under the "Proposals" header with a button displaying two sheets of paper at the top-left. Clicking this button will replace your existing proposal with the selected one so that you can make any necessary changes before sending to your client.
Comments
4 comments
Is there any support for editing or deleting an item in the smart proposal library? I have multiples of items slight variations.
For lodging, unless you save the resort name along with the item name you can't find it when searching the library. Can you add the resort name to the search results?
Hi Tonya! Thanks for that suggestion -- I'll let the team know!
Pixie Path, I apologize for the delayed response. You can edit an item from your library at any time by clicking the pencil icon at the bottom-right of the library item:
can you import a spreadsheet into traveljoy? like an existing google doc?
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