Agency workflow answer
What should be included in a travel agency proposal?
A proposal should include the client-safe itinerary option: selected days, stops, accommodations or categories, relevant media, client-facing quote information, clear assumptions, and a proposal disclaimer. It should not expose internal notes, supplier net costs, margin, or unfinished work.
Why it matters
The agency process has to stay clear before the client sees the plan.
The proposal is often the first polished artifact the client reacts to. It needs enough detail to support a decision, but it should not confuse the client with internal operating material.
Common agency workflow
- Review the private trip and decide which days, stops, media, quotes, and instructions are safe for the client.
- Choose the proposal disclaimer and any client-facing assumptions.
- Create a draft proposal and preview it.
- Publish the version only when it is ready to share.
Where this step can go wrong
- The proposal includes too much internal detail.
- Prices or availability are presented without caveats.
- Media or notes from a private source are shown accidentally.
- Later trip edits overwrite what the client already reviewed.
Platix example
How Platix supports this step.
- Platix proposals are client-safe snapshots selected from the private agency trip.
- Publishing creates an immutable proposal version.
- The client sees a read-only page with selected itinerary content, map context, feedback options, and the active proposal disclaimer.
Boundary
What Platix does not replace.
- A proposal is not the final travel packet unless the agency explicitly treats it that way.
- Platix does not become the booking agent or merchant when a proposal is shared.
Product guides
Use the exact Platix controls.
Questions
Should proposals include every internal booking record?
No. Only explicitly selected client-facing booking or quote details should appear.
Why does a proposal need a disclaimer?
It clarifies draft status, price and availability limits, supplier confirmation, and agency responsibility.
Can a proposal be changed after publishing?
The safer pattern is to create a new version rather than silently changing the old one.