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How do I turn a Proposal into an Itinerary or Vice Versa?
How do I turn a Proposal into an Itinerary or Vice Versa?

How to convert a Proposal into an Itinerary or convert an Itinerary into a Proposal.

Stephanie Gries avatar
Written by Stephanie Gries
Updated this week

1. Click on the Trip

This will open the Trip View.

2. Click on the Itinerary/Proposal

Click on the itinerary/proposal on the trip you'd like to archive.

3. Click on Settings

4. Click below Type

5. Change to Proposal/Itinerary

Just select which you'd like!

Pro Tip: If you wish to keep a Proposal or Itinerary version you can choose the Copy option to create a new version of that trip and then convert it to the Itinerary or Proposal on the copied version.

For more information on Proposals and how they work, click here.

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