Send the proposal and get it accepted

Your customers don’t get a PDF: they get a link to a page with your brand that works well on a phone. There they compare options, pick what they prefer and accept the trip.

Send the proposal

1. In the proposal, press Mark as sent.
2. Under Send to customer, send the Customer link:
   • WhatsApp opens a chat with the customer, with the message already written;
   • Email opens your mail app with the subject and the link;
   • Copy puts it on your clipboard to paste anywhere.

Marking it sent creates the link if the inquiry didn’t have one, and schedules a follow-up task for you.

Draft and ready proposals don’t show on the link. Only sent ones do.

One link per inquiry

The link belongs to the inquiry, not to each proposal. If you send Option A and then Option B, the customer sees both on the same link and can compare them. There’s no new link to send.

In person: the QR code

Press Show QR codes and the customer scans the proposal with their phone camera. Handy when they’re at your office.

What the customer sees

• Your logo, social profiles and contact details.
• Each option, with its flights, stays and experiences, and the trip day by day.
• The choices to pick from, with a price that updates instantly.
• The trip total, the price per traveler and how long it’s valid.

They never see your costs or your margin.

When the customer accepts

The customer presses Accept & book this trip and confirms with Yes, book it. Then:

• the proposal becomes Accepted and the inquiry Booked;
• the inquiry’s other options are rejected;
• if you’ve connected Mercado Pago or Stripe, the customer can pay the deposit right away (see Online payments);
• their day-by-day trip page unlocks.

If the customer confirms some other way, press Mark accepted and the same happens.

When the customer declines

The customer can press Not for me — decline this option and tell you why: it’s over budget, the dates don’t work, it’s not the trip they wanted or they booked elsewhere. The reasons stay on the proposal under Why they declined, so you can come back with something better.

Regenerate the link

If you sent the link to the wrong person, press Regenerate link. The old link stops working for anyone who has it, and you need to send the new one to the customer.

The trip, day by day

Once accepted, the customer gets a page with the whole trip: a countdown, the weather at the destination, each day with its flights and hotels, the confirmation numbers and a button to message you. Copy that link with Copy trip link. See Bookings and trips.