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Step-by-step guides to get the most out of proposal.travel.

✦Getting started

What can I do with proposal.travel?›How do I create my first proposal?›How do I set my logo, colors, and domain?›The welcome checklist›Create your account and set up your agency›

✍️Proposals & editor

How do I edit the text in a proposal?›How do I add or remove blocks (cover, pricing, gallery…)?›How do I reuse blocks, days, activities, and hotels (content library)?›What can the editor's AI Assistant do?›How do I upload and organize my images (image library)?›How do I change the order of the blocks?›What are variables ({{cliente}}, {{fechas}}…) and how do I use them?›How do I duplicate a proposal to reuse it?›How do I change the colors of a specific proposal?›How do I set the price and what's included / not included?›What language is the proposal shown in? (Spanish, English, Catalan)›Can I translate the entire proposal content with AI?›Do I have to save? Does it save automatically?›Can two people edit the same proposal at once?›How do I reuse content with the library?›Proposal types: personalized or lead-capture?›How do I export my proposal to PDF?›

🗺️Itinerary, flights & hotels

How do I build the day-by-day itinerary?›How do I add activities, meals or transfers to a day?›How do I add a flight and pull in its details automatically?›How do I add the hotels / accommodation?›The immersive itinerary format›

🎨Design, templates & brand

How do I change a proposal’s design (template)?›How do I create a custom template with my brand?›Can I change the typeface and size of the headings?›Proposals in multiple languages›

📤Sharing & tracking

How do I share a proposal (web and PDF)?›How do I know if the client has opened the proposal?›How do I let the client accept or book right from the proposal?›Does the client receive a legally valid confirmation document?›How do I create the traveler portal, invite the client, and what appears there?›Emails sent from the platform›See the emails sent to a client›

💳Payments

How do I take online payments with Stripe or Redsys?›How do I send emails to clients from my own email account?›How do I edit the emails my clients receive?›

📈CRM & sales

How do I manage my contacts?›How do I run my sales pipeline (deals)?›

🧲Lead capture & marketing

How do I create a travel catalog for my website?›How do I capture contacts (leads) from a proposal or catalog?›How do I create the link for my Instagram bio?›How do I generate creatives for social media (stories/posts)?›

👥Groups & departures

What are groups and departures?›How do I create a group from a proposal?›How do I set up seats, price and deposit?›How do I open sign-ups and share the link?›How do I manage bookings and participants?›How does the payment calendar (installments) work?›How do I see who is up to date with payments?›How do I export the passenger list and the payment status?›

👤Team & account

How do I invite someone to my team?›Can I give someone «view-only» access (so they can't edit)?›How do I set my photo and phone number (as an advisor)?›What does each plan include and what are my limits?›Invite and manage your team›

🔌Integrations & tracking

How do I connect the Meta (Facebook) Pixel?›How do I connect Google Analytics?›Can I add my own tracking code (JS)?›

Can't find what you're looking for? Write to us at hola@proposal.travel and we'll help.