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Step-by-step guides to get the most out of proposal.travel.
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Novedad
Sube vídeos en la portada de tus propuestas
Hemos añadido la posibilidad de subir vídeos en la portada de las propuestas para que puedas hacer cada presupuesto más especial y memorable.
31 Aug 2026
Novedad
Satisfacción post-viaje automática y solicitud de reseñas
Ahora puedes medir automáticamente la satisfacción de tus clientes tras el viaje y solicitar reseñas cuando la experiencia haya sido excelente.
24 Aug 2026Novedad
🔒 Más seguridad: verificación en dos pasos + permisos por agente
Activamos la verificación en dos pasos (obligatoria) y estrenamos permisos por agente para que cada persona de tu equipo vea justo lo que necesita.
14 Aug 2026✦Getting started
✍️Proposals & editor
How do I edit the text in a proposal?›How do I add or remove blocks (cover, pricing, gallery…)?›How do I attach downloadable documents (terms, insurance, PDF)?›How do I reuse blocks, days, activities, and hotels (content library)?›What can the editor's AI Assistant do?›How do I upload and organize my images (image library)?›How do I change the order of the blocks?›What are variables ({{cliente}}, {{fechas}}…) and how do I use them?›How do I duplicate a proposal to reuse it?›How do I change the colors of a specific proposal?›How do I set the price and what's included / not included?›What language is the proposal shown in? (Spanish, English, Catalan)›Can I translate the entire proposal content with AI?›Do I have to save? Does it save automatically?›Can two people edit the same proposal at once?›How do I reuse content with the library?›Proposal types: personalized or lead-capture?›How do I export my proposal to PDF?›
🗺️Itinerary, flights & hotels
🎨Design, templates & brand
📤Sharing & tracking
How do I share a proposal (web and PDF)?›How do I know if the client has opened the proposal?›How do I let the client accept or book right from the proposal?›Can I send the client a link to complete or extend their booking without re-entering their details?›Does the client receive a legally valid confirmation document?›How do I create the traveler portal, invite the client, and what appears there?›Emails sent from the platform›See the emails sent to a client›Write an email to a contact from their profile›
💳Payments
📈CRM & sales
How do I manage my contacts?›How do I create a «family» contact?›How do I run my sales pipeline (opportunities)?›How do I use follow-up tasks?›How do automations work?›Which email are automation emails sent from?›How do I see what my automations did (and why they sometimes don't fire)?›How do proposals and opportunities connect?›How do I manage my suppliers (hotels, DMCs, transport…)?›The CRM won't let me have duplicate emails or phones: how does it group and merge contacts?›How does the contact «Status» work and can I change it manually?›How do I define my contact sources (Instagram, Referral, Web…)?›How do I ask my travelers for reviews after the trip?›What is the client's «Travel book»?›
🧲Lead capture & marketing
How do I create a travel catalog for my website?›How do I capture contacts (leads) from a proposal or catalog?›How do I create the link for my Instagram bio?›How do I generate creatives for social media (stories/posts)?›How do I create a lead-capture form for my website?›How do I generate a QR code for my trips or website?›How do I create and send a newsletter campaign?›How does the block editor and email design work?›How do I create contact segments for the newsletter?›Which address does the newsletter send from? (sender)›Can I schedule, pause or cancel the send?›How do I see opens, clicks and who engaged?›How do newsletter unsubscribes work?›
👥Groups & departures
What are groups and departures?›How do I create a group from a proposal?›How do I set up seats, price and deposit?›How do I open sign-ups and share the link?›How do I manage bookings and participants?›How does the payment calendar (installments) work?›How do I see who is up to date with payments?›How do I export the passenger list and the payment status?›How do I charge a group by bank transfer (no gateway)?›How do I set different per-person prices in a group (single/double room, child)?›How do I reconcile transfers and mark installments as paid in bulk?›
👤Team & account
How do I invite someone to my team?›Can I give someone «view-only» access (so they can't edit)?›How do I set my photo and phone number (as an advisor)?›How do I send emails to my clients from my own email (SMTP)?›How do I add a signature to my emails?›What does each plan include and what are my limits?›Invite and manage your team›I forgot my password — how do I reset it? Is sign-in secure?›
🔌Integrations & tracking
Can't find what you're looking for? Write to us at hola@proposal.travel and we'll help.