Trip Proposal Delivery
An example workflow to send a travel proposal and itinerary options to a client.
Includes required fields, attachments, and recipients
Takes <30 seconds. No setup required.
What this workflow standardizes
Operational outcomes
- Send a trip proposal with itinerary options and invite the client to review next steps.
- Vacation proposal delivery
- Luxury itinerary proposal
- Cruise quote delivery
Fields your team can fill in
To
Add recipients
Cc
Add recipients
Bcc
Add recipients
Subject
Your Destination Trip Proposal
Trip-Proposal
Sample-Itinerary
Hi ClientFirstName,
I'm excited to send over your proposal for Destination travel around TravelWindow.
I've attached your proposal and sample itinerary for review. Highlights include:
ProposalHighlights
Take a look and let me know what stands out, what you'd like to adjust, or if you're ready for me to move forward with booking.
Looking forward to your thoughts,
me::first_name
Workflow context
When to use this workflow
Use this workflow when sending a travel proposal and sample itinerary options to a client for review.
What this replaces
This replaces manually assembling proposal emails, retyping destination and travel window details, and checking whether proposal and itinerary files are attached.
Why teams standardize this email
Proposal delivery is a high-value travel sales moment. A workflow helps advisors present recommendations consistently, include required files, and keep the message reviewable before sending.
What Toggles handles
The workflow prepares the operational details your team should not have to rebuild by hand.
- Inserts the trip proposal delivery email in Outlook
- Prompts for client name, destination, travel window, proposal highlights, and advisor name
- Adds a destination-specific proposal subject line
- Can require trip proposal and sample itinerary attachments
- Keeps the email editable before sending
FAQ
Does Toggles generate the trip proposal?
No. Toggles can require the proposal and itinerary files to be attached, but those documents are created through your travel planning process.
Can proposal highlights be customized?
Yes. The workflow includes selectable highlights and supports custom additions.
Can the advisor review the full email before sending?
Yes. Toggles prepares an Outlook draft for review and editing.
Part of a starter pack
Explore the Travel Starter Pack
Give travel advisors and operations teams a connected set of Outlook workflows for inquiries, planning, proposals, payments, trip documents, updates, and post-trip follow-up.
Email workflow audit
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How it works
Use this workflow inside Outlook without rebuilding the email manually
Standardize the full process, then let your team launch the same complete email whenever they need it.
Add this workflow
Add this example to Outlook so the full email process is ready to use right away.
Install this workflow →
Open it in Outlook
Launch it from the compose window where your team already works.
Review, fill, and send
Review the remaining fields, then send with the right message already in place.
Explore Solutions By Role
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Roll out the standard
Standardize this process in Outlook
Start with one workflow, then give your team the same approved message, recipients, attachments, and structure every time.
Helpful Resources
5 Everyday Email Tasks You're Wasting Time On (And How to Fix Them)
Discover how professionals can save hours each week by automating repetitive email tasks, ensuring consistency, and improving communication quality with Toggles for Outlook.
Toggles for Outlook Quickstart Guide
A step-by-step guide for getting started with Toggles for Outlook.
Toggles Business Pro Quickstart Guide
A step-by-step guide for getting started with Toggles for Outlook for your team with Business Pro.