Sometimes one proposal isn't enough. You might want to offer your client a Korea itinerary vs. a Thailand itinerary, or a budget vs. premium version of the same trip. TripLoft lets you build multiple proposal options under a single trip, manage their states, and let your client choose between them.
This article covers how to add new proposals, what the three proposal states mean, and how approval works on both the agent and client sides.
Add a new proposal
Every trip starts with one default proposal. To create additional proposals as alternatives:
From the proposal builder or the trip's Proposals tab, click the + button at the end of the proposal tabs row.
A Create Proposal modal opens. Fill in the proposal details.
Submit. The new proposal appears as a tab alongside your existing ones.
Each proposal is independent: different components, different sections, different pricing. Build each one out the same way you would the default proposal (see Build a Basic Proposal).
If you want to start from an existing proposal rather than from scratch, open the ⋮ menu on any proposal tab and choose Duplicate Proposal. The duplicate copies the full structure, including all components, sections, and pricing.
Switch between proposals
You can switch between proposals in two places:
In the trip's Proposals tab: proposals appear as tabs at the top with a card below showing the currently-selected proposal's summary. Click a different tab to switch, or click any card to open that proposal in the builder
In the proposal builder: the same tabs appear at the top. Click any tab to switch between proposals without leaving the builder
Understand proposal states
Every proposal sits in one of three states, shown by an icon and a label next to the proposal name:
Proposal (empty circle): the default state for new proposals. The proposal is visible to your client as one of their options to choose from
Itinerary (green checkmark): the proposal your client has chosen. Only one proposal can be the Itinerary at a time
Archived (red circle with line): the proposal is no longer on the table. It stays inside TripLoft for your reference but isn't shown to the client
How a proposal becomes the Itinerary
There are two ways a proposal moves from Proposal state to Itinerary.
Client-driven (preferred)
Your client logs into the client portal, reviews each Proposal, makes their selections (rooms, optional add-ons, activity choices), and clicks Approve as Itinerary on the one they want to go with. The selections sync back to your side, and you get a notification.
Agent-driven
Some clients, particularly older ones, prefer not to use the portal directly. They might call, email, or message you with their decisions ("we'd like to go with the Thailand option, the suite room, and add the cooking class"). In those cases, you apply the decisions on their behalf:
Open the ⋮ menu on the proposal tab they've chosen.
Click Approve as Itinerary.
Whether it's the client clicking Approve as Itinerary in the portal or you doing it from the menu, the end result is the same.
What happens when a proposal becomes the Itinerary
Approving a proposal triggers a cascade across the trip's other proposals:
The approved proposal moves to Itinerary state and becomes the trip's confirmed itinerary
All other proposals in Proposal state automatically move to Archived
The client portal updates to show only the Itinerary. The Archived proposals disappear from the client's view
This keeps things clean for the client: once a choice is made, they only see the trip they're going on.
Reverting the Itinerary
If you need to take the Itinerary back to a Proposal (for instance, your client wants to reconsider):
Open the ⋮ menu on the Itinerary tab.
Click Set to Proposing.
The proposal moves back to Proposal state. Note that any other proposals that were auto-Archived stay Archived. They don't automatically revert. If you want them back in the running, open each one's ⋮ menu and click Set to Proposing individually.
Archiving a proposal
You can manually move a proposal off the table at any time, without needing another one to be set as the Itinerary first:
Open the ⋮ menu on the proposal tab.
Click Reject/Archive.
The proposal is removed from the client's view but stays inside TripLoft for your reference. You can bring an Archived proposal back into play by opening its menu and clicking Set to Proposing, as long as no other proposal is currently the Itinerary.
Other proposal actions
The proposal ⋮ menu has a few additional actions worth knowing:
Duplicate Proposal: creates an exact copy of the proposal including all components, sections, and pricing. A handy starting point when building a variant of an existing proposal
Save as Template: saves the entire proposal to My Library so you can reuse it on future trips. See Import Components from My Library
Download as PDF: generates a PDF version of the proposal. The PDF contains the same information as the published client view, in a layout optimized for PDF presentation
Unpublish: retracts a published proposal from the client portal. Use this when you want to pull a proposal back temporarily, then re-publish once you've made updates
Delete Proposal: permanently removes the proposal from the trip. Use with caution; this can't be undone
What your client sees
The client experience is intentionally simpler than the agent view. Here's what they see at each stage:
While multiple Proposals are open: the client sees all Proposals side by side as options to compare and choose between
After one becomes the Itinerary: only the Itinerary is visible. Archived proposals disappear from the client view entirely
Approval is one-directional: clients can only Approve as Itinerary in the portal. They can't archive a proposal themselves. If they don't like any of the proposals on offer, they'll typically reach out to you to discuss changes
Related articles
Build a Basic Proposal
Edit Proposal Settings
Manage Inline Options
Manage Room & Cabin Options
Manage Client Portal