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. You can even convert a proposal to an itinerary (and vice-versa) in your Trips view using this handy feature.

Small Towns of Oregon - Culin.. 2021-08-02 at 3.14.17 PM. _ Trips _ Travefy - Google Chrome

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.

Your Itinerary _ Travefy - Google Chrome 2021-08-02 at 3.31.21 PM

Itineraries

Flight updates are only available for itineraries.

Travefy - Trip Itinerary - Google Chrome 2021-08-02 at 3.38.08 PM

The Overview Map can be included with itineraries. To turn on the overview map, go to "settings" --> "overview map" and then select "enable".

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.

Small Towns of Oregon - Culinary, Wine and History - <a href=matt.bishop@travefy.co.. 2021-08-04 at 3.15.34 PM"/>

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

Smith Family - Venice, Italy _ Travefy - Google Chrome 2021-08-04 at 11.23.54 AM

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 mistakingly "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.

Did this answer your question?