The new guided flow takes you through steps —Information, Itinerary, Price, Form and Review— and then generates the visual proposal for you. You build the structured trip first; the «WOW» design comes after. It's the default for new accounts; if you don't have it, ask for it (it's in beta).
- 1Information: pick the proposal type (personalized, group or lead capture), the client/contact, dates, travelers, destination, country and category. This data auto-fills the whole proposal and feeds the CRM.
- 2Itinerary: add the days and, within each, the moments (activities, meals, transport), the night's hotel and flights. Unfinished services are flagged and you're warned before moving on.
- 3Price: set the price (fixed or line items), the currency and how it's shown.
- 4Form: choose how the client closes —accept, book (checkout) or no form— (for lead capture, a lead form).
- 5Review: go through the check report and fix anything missing.
- 6Proposal: the visual canvas opens with everything in place; there you fine-tune design, cover and details. You can jump back to the steps anytime.
Consejo: Prefer the classic editor? Click «Skip to the visual editor» in the step bar.