Build a proposal

A proposal is one way to do the trip you were asked for: the flights, hotels, transfers and tours, with their price. An inquiry can have several proposals (Option A, Option B…) for the customer to compare.

Create the proposal

There are three ways in:

• In Proposals, press New proposal, choose the Inquiry and press Create draft proposal.
• On the customer’s page, press New proposal.
• In Inquiries, press an inquiry that has no proposals yet.

If you like, set a Valid until date: how long you hold the price.

Add items

In the proposal, press Add item.

1. Under What are you adding? choose the kind: flight, hotel, transfer, tour, cruise, insurance or other.
2. Start typing in Name. Vuela searches your suppliers’ catalogs and, when you pick a product, fills in the supplier and cost. If it isn’t there, type the name anyway and it’s added as a custom item.
3. Fill in the Supplier, the Cost (what you pay) and the Price (what the customer pays). Below, you see the margin in money and as a percentage.
4. Add the dates: Departs and Arrives for a flight, Check-in and Check-out for a hotel, Starts and Ends for the rest.
5. For a hotel, choose the Meal plan. On any item, Detail holds the cabin class, room type or inclusions.
6. Press Add to proposal.

With Google Flights or Google Hotels on, adding a flight or hotel lets you search live and pick a result: it fills in the name, price and dates for you. See Search flights and hotels.

Items are grouped by kind (Flights, Hotels, Transfers…). To fix one, press the pencil. To remove it, press the cross.

Let the customer choose

Sometimes you want to offer two hotels and let the customer decide. Press Add alternative on the item and add the other option.

Alternatives show together under Choose one. Mark one with Set as Recommended: it’s the one that counts toward the total until the customer picks another. On their link, the customer taps the option they prefer and the price updates instantly.

A proposal with choices that have no recommended option isn’t ready to send yet. Vuela tells you which ones are missing.

Several proposals for one inquiry

To compare two different trips, build another proposal. In the proposal, press Alternative proposal:

• Start from comes set to the proposal you were looking at, so the new one starts as a copy, with the same items, notes and dates;
• to start from scratch, choose Blank proposal.

An inquiry’s proposals are called Option A, B, C, and appear at the top under Proposals for this inquiry so you can switch between them.

Price and margin

The Pricing card always shows:

• the Customer total and the Supplier cost,
• the Gross margin, in money and as a percentage,
• the price Per traveler,
• the Deposit suggestion (30%),
• and how many days of validity are left.

The Customer preview shows the proposal as the customer will see it. Cost and margin never appear there.

Statuses

Status	What it means
Draft	You’re building it. The customer can’t see it.
Ready	Finished, but not sent yet.
Sent	The customer can see it on their link.
Accepted	The customer said yes.
Rejected	The customer said no. You can note why.
Archived	Out of sight, without deleting it.

The buttons at the top change the status: Mark as ready, Mark as sent, Mark accepted, Mark rejected and Archive.

In Proposals, the Board view has a column per status, with proposals grouped by inquiry. Drag a card to change its status.

Internal notes and history

• Internal notes: what the team needs to know about this proposal. The customer never sees it.
• History: every change to the proposal, its items, its invoices and its payments, with who made it and when.

When it expires

Once the Valid until date passes, the proposal is Expired and the customer can’t accept it. Set a new date and press Extend validity.

Next step

Send it to the customer.