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

The full proposal lifecycle end to end — from creating the trip, to building out options and pricing, to publishing and sharing the link with your client.

Build & Share a 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

A deep-dive on moving components and sections around a proposal: dragging components inside and across sections, swapping whole sections, and using bulk select to duplicate or delete several items at…

Reorder & Organize the Proposal Items

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

Manage Documents & Media in a Trip

How to search for, assign, and change the booking supplier on any proposal component, what a supplier assignment affects, and how it differs from your Suppliers directory.

Add a Booking Supplier to an Item

Create reusable supplier terms and conditions and cancellation policies that can be attached to suppliers and used across proposals and bookings.

Create Supplier T&C Templates

Shane

Katie Brian

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

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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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