Travel Proposal Template

Whether you’re a Tour Operator or Travel Agent, this elegant travel proposal can be used as a proposal or itinerary. Engage your potential travelers with picturesque destination photos and video that highlight your offering.

Best proposal software ever!

I’ve tried soooo many proposal softwares and I’ll never try another one after Proposable. It’s so easy to use and it looks good, which all the others don’t.

Taylor Woodruff

Account Executive , Grow.com

Smart, reliable, and constantly improving.

Proposable just works. I can make visually interesting sales presentations, dynamically insert content, and execute agreements. Proposable powers our entire sales process.

Brad Wisler

Wow Your Customers

Blow your clients away with a beautiful proposal that stands out above the rest. Add video and rich-media directly into your proposal pages for a more immersive sales presentation that’s sure to make an impact.

Set Your Prices

Quickly build quotes, bids, and estimates with our flexible estimate block. With optional line-items, optional quantities, taxes, discounts and more, you can quickly represent your products and services in a polished and readable format. Organize all your products and services in the Pricing Catalog for instant recall.

Work With Teammates

Easily collaborate with teammates on proposals. Mention team members to bring them into a proposal, or re-assign ownership when you need to handoff the proposal to another teammate.

Get It Signed

Close the deal faster with integrated e-Signatures. Place signatures, initials, and text field elements throughout your proposal wherever you need prospects to take action and your prospect is guided through a quick acceptance workflow to complete their acceptance. Counter-signing support is also included.

Track Everything

Ever wonder what happens to your proposal after you hit “send”? See detailed analytics and measure how each recipient is interacting with your sales material. Turn on real-time text or email notifications for proposal views and other key events.

Get Your Time Back

Save time and headaches by skipping the painful copy/paste and find & replace on all new proposals for your prospects and customers. Simplify your new proposal workflow to just a few clicks and go from spending hours on customizing new proposals to just minutes.

Edit & deliver this template.

Related Templates:

Template Overview

Travelers want to be excited about the trip they have planned and saved up for. An elegant, visual proposal will show them the adventure in store for them with your company. Our travel proposal template includes sections for your company’s experience, the client’s itinerary, travel insurance, and other important trip details.

Benefits

Template Sections

Here are the sections that are included with this free template. Each section can be customized to fit your business.

About Us

Travel can be an expensive activity, which is why travelers want to make absolutely sure that they are dealing with the right travel agency. This section allows you to make a convincing case for your company by serving as backgrounder about your agency’s history, your crew’s travel industry experience, your portfolio of itineraries, your industry partners, and your awards.

Destination Details

No proposal from a travel agency would be complete without relevant information regarding the destinations and itineraries being offered. Here, you are presented with an opportunity to inspire prospective clients to travel to these picturesque locations by describing each destination in the best way possible.

Itinerary Pricing

In this section, you can create a straightforward itinerary pricing schedule that catalogs all the costs associated with each tour or itinerary. These can include the airfare, the hotel transfer or car rental, the travel insurance, and all individual activities included in the itinerary.

Travel Insurance

Travel insurance is an important consideration that not only protects travelers from medical emergencies but also from trip cancellations, loss of belongings, and other unforeseen circumstances. In this section, you can provide the details and inclusions of the insurance product you are offering to your clients.

Terms and Agreement

Travel arrangements can often be very complicated and can constitute numerous details pertaining to bookings, payments, documentations, and many other things. It is important that your agency and your customers understand your obligations to each other, which is why you need to have this clear-cut terms and agreement section to remind yourselves of these relevant details.

Accept and Sign

This section finalizes the agreement between your agency and the customer.

A travel agency is a group of people or a single professional who has unique insight and knowledge into tourist destinations, travel modes, climates, and other areas of hospitality service. They have established networks with travel partners to ensure that customers are getting the best bang for their buck when on vacation.

One of the ways travel agencies obtain clients is through digital and traditional marketing methods. However, getting prospects into the door is the first step.

You must then nurture your leads further by helping them create the vision for which they are searching under terms and conditions they can easily understand. A great way to approach both of these processes is by having a high-quality, well-rounded travel proposal template in tow.

A travel agency proposal template allows you to create a cohesive document that enables you to share with clients your services processes, packages you offer, and estimates based on their needs. Presenting them with a proposal for travel agency business is sure to “wow” them than compared to other agencies who are likely just using a Microsoft Word document.

Introducing your travel agency in this manner is smart. In this travel agency proposal template guide, the Proposable team helps you understand the most imaginative and professional ways that you can use to put your best face forward.

Travel Agency Quote Template

The phases—or lifecycle—of the sale process for travel agents demands your undivided attention with a focus on the customer’s needs. From the initial outreach to sending quotes to the sale, you have a lot to accomplish within a very short window of time.

Here are the eight steps in the sales cycle to keep in mind as you develop your service process:

  1. Identify your target market
  2. Build trust as an authority
  3. Determine the needs of your customers
  4. Select the appropriate travel options
  5. Present them to your customers
  6. Help them work through challenging objections
  7. Close the sale
  8. Follow-up with your customers

If that sounds a bit overwhelming, take reassurance in knowing that you can manage this aspect better with the right documents in place and a little bit of careful planning. A travel agency quote template is a great way to get started.

You will likely find several types of travel agency business proposal letter and travel agency proposal to client documents online. From the suite of Microsoft products, you can generate a travel proposal template Word or travel quotation format in Excel document .

In Google, you have a little more flexibility in terms of collaborative tools to work directly with your clients to make real-time changes in your travel agency business proposal letter PDF or travel agency business proposal letter sample .

However, some travel agencies find these tools to be still cumbersome. Using a travel agency proposal PDF in proposal templating software includes so much more. From one single location, you can create dynamic travel agency email examples , travel agency forms templates PDF documents, or even a travel agency quotation format in Word that you can later export.

No longer do you have to dread the necessary component of creating a travel agency letter to customer or travel agency quotation letter every time you need to secure a new client. Software solutions, like Proposable, get it done for you.