Triploft Inc

Learn how to build a basic proposal in TripLoft - set up sections, add trip components, and share with your client.

Build a Basic Proposal

Create multiple proposal options for a trip, manage their states, and understand how approval works for both you and your client.

Add and Manage Proposal Options

Edit a proposal's name, dates, description, cover photo, and pricing visibility from the Edit Proposal Settings modal.

Edit Proposal Settings

Add photos and videos to trip components, attach files, and find all your trip documents in one place.

Manage Documents & Media in a Trip

Katie Brian

Shane

Build, edit, and manage proposals within a trip. Covers creating basic proposals, adding alternative options for your client, configuring proposal settings, and walking your client through approval.

Proposal Building

Book 1:1

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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