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November 2019: New Updates to Proposals
November 2019: New Updates to Proposals
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

We've listened to your feedback and are excited to share new updates with Proposals! 🥳

With these helpful new features and changes you can:

  • Save time with automatic conversions of Proposals to Itineraries. Now, when your client accepts a Proposal, you no longer have to manually convert it to an itinerary. Travefy will take care of that automatically. 

  • Protect yourself with PDF records of approved Proposals. Now, when a client approves a Proposal, Travefy will automatically send them a PDF of the approved Proposal via email. You'll also have a PDF copy for yourself attached to the Itinerary for your records.

  • Avoid confusion with one link. After a client accepts a Proposal and Travefy automatically converts it to an itinerary, your client can now use the same link to access the itinerary.

  • Set your own legal terms. Do you need to use your own legal terms in the approval window? No problem! You can now customize your own terms.

  • And more...

And if you have any questions, please don't hesitate to chat with our team or email us at professional@travefy.com.

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