In Travefy, itineraries and proposals share a lot of the same functionality. Core features like adding days, events, people, and library items all work the same way.

But what separates a proposal from an itinerary? Let's take a look at some of the differences.

Proposals

When you send a proposal to a client, they will have the option to "approve proposal" which, in turn, will convert it to an itinerary.

Itineraries

Flight updates are only available for itineraries.

The Overview Map can be included with itineraries.

When sending an itinerary to a client, they will have the option of viewing it online or in the Trip Plans app. With proposals, their only option will be to view online.

When viewing an itinerary online, travelers will have the ability to view it in the Trip Plans app or download a PDF.

Recap

Itineraries

Proposals

Ability to "Approve"

X

Flight Updates

X

Overview Map

X

Ability to View in Trip Plans App

X

Ability to View Online

X

X

PDF Download

X

Every Other Feature

X

X

Ultimately, how you use itineraries and proposals is up to you. For example, it may make more sense to present a preliminary quote or proposal as a Travefy Itinerary so that a prospective client has no ability to mistakenly "approve" anything. At the end of the day, Itineraries and Proposals are both tools you can use to present information to your clients. You can decide which format makes the most sense for your particular needs.

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